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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
2951	MFG Mendota Financial Group Madison, Wisconsin	$200K	+$176K	3	0.23%	Increased
2952	DA Denali Advisors San Diego, California	$198K	+$162K	2	0.07%	Increased
2953	CM Crystalline Management Montreal, Quebec, Canada	$196K	+$175K	1	0.14%	New
2954	FCMT Founders Capital Management (Texas) Houston, Texas	$192K	+$492	3	0.14%	Increased
2955	IW Instrumental Wealth Tampa, Florida	$188K	$0	1	0.23%	Maintained
2956	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$187K	-$392K	1	0.11%	Reduced
2957	PM Precept Management Dallas, Texas	$187K	+$119K	1	0.25%	New
2958	BB Bell Bank Fargo, North Dakota	$184K	$0	1	0.02%	Maintained
2959	LJHT Laurie J. Hall Trustee	$179K	+$110K	2	0.07%	Increased
2960	HCP Hexagon Capital Partners Rogers, Arkansas	$176K	-$490	13	0.05%	Reduced
2961	EL EMFO LLC Weston, Florida	$175K	$0	5	0.16%	Maintained
2962	Belvedere Trading Chicago, Illinois	$167K	+$65.7K	2	0%	Increased
2963	CA Centerpoint Advisors Needham, Massachusetts	$167K	-$83.2K	6	0.07%	Reduced
2964	AFP Ausdal Financial Partners Davenport, Iowa	$167K	+$158K	1	0.02%	New
2965	WAM WFA Asset Management Whitefish Bay, Wisconsin	$164K	+$429	2	0.1%	Increased
2966	MWA Monograph Wealth Advisors Manhattan Beach, California	$164K	+$240K	1	0.04%	New
2967	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$158K	+$46.9K	1	0.1%	Increased
2968	USB Union Savings Bank Litchfield, Connecticut	$152K	+$134K	3	0.09%	New
2969	FFC First Financial Corp Terre Haute, Indiana	$151K	+$10.6K	3	0.1%	Increased
2970	CHC City Holding Co Charleston, West Virginia	$150K	-$25.5K	2	0.03%	Reduced
2971	WIM Westside Investment Management Santa Monica, California	$150K	-$13.2K	4	0.04%	Reduced
2972	WVP Worth Venture Partners Fort Lee, New Jersey	$149K	+$95K	1	0.08%	New
2973	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$148K	-$82.3K	8	0.07%	Reduced
2974	KC Kenfarb & Co Ashland, Kentucky	$148K	$0	1	0.13%	Maintained
2975	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$146K	+$45.7K	7	0.05%	Increased