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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
2976	SW SMART Wealth Omaha, Nebraska	$2.31M	-$533K	2	0.5%	Reduced
2977	Antipodes Partners Royal Exchange, Australia	$2.31M	+$1.08M	2	0.04%	Increased
2978	CP Canopy Partners Cincinnati, Ohio	$2.31M	-$75.3K	3	0.69%	Reduced
2979	JA JLB & Associates Plymouth, Michigan	$2.31M	+$2.18M	1	0.31%	New
2980	DCM Dudley Capital Management Middleburg, Virginia	$2.31M	+$213K	4	0.92%	Increased
2981	MRP Measured Risk Portfolios San Diego, California	$2.31M	-$249K	1	2.05%	Reduced
2982	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$2.31M	+$467K	5	0.44%	Increased
2983	FCCM First City Capital Management Savannah, Georgia	$2.31M	+$222K	3	1.12%	Increased
2984	RIA Rhodes Investment Advisors Fort Worth, Texas	$2.3M	-$81.6K	1	1.69%	Reduced
2985	ECML Eagle Capital Management (Louisiana) Mandeville, Louisiana	$2.3M	+$2.18M	1	0.79%	New
2986	ACM Arrow Capital Management New York	$2.29M	+$1.58M	1	1.27%	New
2987	LHCM Lloyd Harbor Capital Management Cold Spring Harbor, New York	$2.29M	+$1.58M	1	2.36%	New
2988	TDB Thompson David Blair	$2.29M	+$1.08M	4	1.14%	Increased
2989	BBES Buffalo Business & Estate Services Orchard Park, New York	$2.29M	-$1.9M	0	–	Closed
2990	GA Greenspring Advisors Towson, Maryland	$2.28M	+$904K	6	0.13%	Increased
2991	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$2.28M	-$234K	1	0.52%	Reduced
2992	OW Olistico Wealth Tulsa, Oklahoma	$2.27M	$0	2	0.97%	Maintained
2993	CCM Ciovacco Capital Management Atlanta, Georgia	$2.27M	+$1.6M	1	1.01%	Increased
2994	Maverick Capital Dallas, Texas	$2.27M	+$2.09M	3	0.02%	New
2995	PAM Palisade Asset Management Minneapolis, Minnesota	$2.27M	$0	3	0.21%	Maintained
2996	NSB Norway Savings Bank Portland, Maine	$2.27M	+$102K	1	0.95%	Increased
2997	UBG United Bank (Georgia) Zebulon, Georgia	$2.27M	+$172K	1	0.69%	Increased
2998	OF Optimize Financial Laguna Hills, California	$2.26M	-$4.72K	5	0.81%	Reduced
2999	SCS Sound Capital Solutions Naples, Florida	$2.26M	+$2.15M	5	0.53%	New
3000	NWMG National Wealth Management Group Cincinnati, Ohio	$2.26M	-$98K	2	0.7%	Reduced