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Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2901	BC Burleson & Co Petaluma, California	$120K	+$2.48K	2	0.02%	Increased
2902	CAM Costello Asset Management Feasterville, Pennsylvania	$120K	-$32.9K	3	0.08%	Reduced
2903	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$117K	$0	1	0.04%	Maintained
2904	ACM Antonetti Capital Management Naples, Florida	$115K	$0	2	0.11%	Maintained
2905	DA Denali Advisors San Diego, California	$115K	-$86.6K	1	0.04%	Reduced
2906	GG Gleason Group Prospect, Kentucky	$115K	$0	2	0.03%	Maintained
2907	KC Knuff & Co Foster City, California	$115K	+$2.29K	1	0.04%	Increased
2908	MTIC Missouri Trust & Investment Company Springfield, Missouri	$115K	-$50K	2	0.07%	Reduced
2909	CI Carroll Investors Mt Pleasant, South Carolina	$114K	$0	2	0.07%	Maintained
2910	FCT First Community Trust Dubuque, Iowa	$114K	$0	4	0.11%	Maintained
2911	SWA SOA Wealth Advisors New York	$114K	+$289	8	0.03%	Increased
2912	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$112K	+$106K	9	0.03%	New
2913	CCM Cribstone Capital Management Augusta, Maine	$112K	+$470	2	0.06%	Increased
2914	GTAM Global Trust Asset Management West Palm Beach, Florida	$112K	$0	1	0.05%	Maintained
2915	PPWM PFG Private Wealth Management Lutz, Florida	$108K	+$25K	1	0.06%	Increased
2916	TFM TFC Financial Management Boston, Massachusetts	$108K	$0	5	0.03%	Maintained
2917	SWM Sugarloaf Wealth Management Duluth, Georgia	$107K	+$30.2K	3	0.03%	Increased
2918	AIM Acropolis Investment Management St. Louis, Missouri	$101K	$0	1	0.01%	Maintained
2919	BAM Byrne Asset Management Kingston, New Jersey	$101K	-$14.4K	3	0.06%	Reduced
2920	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$101K	-$4.7K	3	0.07%	Reduced
2921	SIC SJS Investment Consulting Sylvania, Ohio	$101K	+$33.2K	15	0.03%	Increased
2922	AF Arrow Financial Glens Falls, New York	$99K	$0	1	0.01%	Maintained
2923	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$98K	-$324K	5	0.04%	Reduced
2924	CAC Certified Advisory Corp Altamonte Springs, Florida	$97K	+$91.3K	1	0.02%	New
2925	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$94K	-$6K	2	0.06%	Reduced