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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
3001	SAM S.A. Mason Holland, Michigan	$139K	+$13.5K	2	0.08%	Increased
3002	GFPC Global Financial Private Client Sarasota, Florida	$136K	+$22.1K	4	0.07%	Increased
3003	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$135K	+$23.6K	2	0.07%	Increased
3004	ST Sphinx Trading Chicago, Illinois	$135K	+$116K	2	0.14%	Increased
3005	BC Burleson & Co Petaluma, California	$134K	$0	1	0.02%	Maintained
3006	SWA SOA Wealth Advisors New York	$134K	+$320	8	0.03%	Increased
3007	CI Carroll Investors Mt Pleasant, South Carolina	$131K	+$125K	2	0.07%	New
3008	GG Gleason Group Prospect, Kentucky	$131K	+$501	2	0.04%	Increased
3009	GTAM Global Trust Asset Management West Palm Beach, Florida	$130K	$0	1	0.05%	Maintained
3010	ONST Old North State Trust Greensboro, North Carolina	$130K	+$8.27K	5	0.09%	Increased
3011	HFA HC Financial Advisors Lafayette, California	$129K	$0	2	0.07%	Maintained
3012	BAM Byrne Asset Management Kingston, New Jersey	$128K	+$119K	3	0.08%	New
3013	CWM Curi Wealth Management Raleigh, North Carolina	$126K	+$124K	6	0.02%	New
3014	CCM Cribstone Capital Management Augusta, Maine	$125K	$0	2	0.07%	Maintained
3015	MCM MV Capital Management Bethesda, Maryland	$123K	+$18.3K	7	0.02%	Increased
3016	C Certuity North Palm Beach, Florida	$121K	-$188K	1	0.03%	Reduced
3017	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$120K	+$34K	3	0.05%	Increased
3018	FCT First Community Trust Dubuque, Iowa	$119K	+$108K	4	0.1%	New
3019	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$119K	+$24.7K	4	0.06%	Increased
3020	KC Knuff & Co Foster City, California	$118K	$0	1	0.04%	Maintained
3021	OIS Okabena Investment Services Minneapolis, Minnesota	$118K	+$115K	3	0.04%	New
3022	SC Stephens Consulting Flint, Michigan	$118K	+$111K	6	0.1%	New
3023	TFM TFC Financial Management Boston, Massachusetts	$116K	+$10K	5	0.04%	Increased
3024	AIM Acropolis Investment Management St. Louis, Missouri	$115K	+$110K	1	0.01%	New
3025	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$115K	-$11.3K	3	0.09%	Reduced