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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	ECM Elgethun Capital Management Sioux Falls, South Dakota	$146K	+$128K	1	0.04%	New
2977	GG Gleason Group Prospect, Kentucky	$145K	+$671	2	0.04%	Increased
2978	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$144K	-$16.8K	4	0.05%	Reduced
2979	CL CSS LLC Chicago, Illinois	$143K	+$128K	1	0.01%	New
2980	SAM S.A. Mason Holland, Michigan	$142K	$0	2	0.1%	Maintained
2981	DI Disciplined Investments Tulsa, Oklahoma	$139K	-$1.55K	12	0.07%	Reduced
2982	AIM Acropolis Investment Management St. Louis, Missouri	$139K	-$176	1	0.01%	Reduced
2983	BLC Brown, Lisle/Cummings Providence, Rhode Island	$138K	+$15.8K	2	0.06%	Increased
2984	PCFFS Pacific Center for Financial Services San Ramon, California	$138K	$0	2	0.05%	Maintained
2985	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$137K	$0	4	0.11%	Maintained
2986	MTIC Missouri Trust & Investment Company Springfield, Missouri	$136K	+$72.3K	3	0.08%	Increased
2987	HAS HBW Advisory Services Simi Valley, California	$136K	+$91.3K	2	0.03%	New
2988	VCM Versant Capital Management Phoenix, Arizona	$135K	+$18K	17	0.04%	Increased
2989	WA Wealthstar Advisors Plano, Texas	$134K	$0	1	0.06%	Maintained
2990	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$134K	+$5.51K	11	0.04%	Increased
2991	POIA Pin Oak Investment Advisors Houston, Texas	$132K	$0	2	0.15%	Maintained
2992	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$132K	-$9.25K	2	0.05%	Reduced
2993	WWM Wolff Wiese Magana Carslbad, California	$126K	+$31K	9	0.1%	Increased
2994	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$125K	$0	1	0.08%	Maintained
2995	CPG Cornerstone Planning Group Fairfield, New Jersey	$124K	+$117K	8	0.05%	New
2996	ASM ATW SPAC Management New York	$122K	+$105K	1	0.09%	New
2997	TAM Tucker Asset Management Littleton, Colorado	$121K	-$178K	12	0.04%	Reduced
2998	CIA Cape Investment Advisory Mcdonough, Georgia	$120K	-$18.4K	4	0.07%	Reduced
2999	WBCM Wilson & Boucher Capital Management Moraga, California	$119K	+$113K	1	0.11%	New
3000	Meag Munich Ergo Munich, Germany	$119K	+$18.5K	1	0.01%	Increased