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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	SIC SJS Investment Consulting Sylvania, Ohio	$118K	-$1.95K	13	0.03%	Reduced
3002	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$117K	-$2.43K	3	0.02%	Reduced
3003	SAI Systematic Alpha Investments Princeton, New Jersey	$117K	$0	1	0.01%	Maintained
3004	LCAM Long Corridor Asset Management Hong Kong	$115K	-$667K	1	0.12%	Reduced
3005	GTAM Global Trust Asset Management West Palm Beach, Florida	$115K	+$9.49K	2	0.05%	Increased
3006	CAC Certified Advisory Corp Altamonte Springs, Florida	$114K	-$5.78K	1	0.02%	Reduced
3007	CAM Costello Asset Management Feasterville, Pennsylvania	$112K	-$2.42K	3	0.1%	Reduced
3008	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$112K	-$24.3K	2	0.08%	Reduced
3009	NECFA New England Capital Financial Advisors Meriden, Connecticut	$111K	+$267	3	0.07%	Increased
3010	WOC West Oak Capital Westlake Village, California	$111K	$0	2	0.05%	Maintained
3011	OA Operose Advisors Milwaukee, Wisconsin	$111K	$0	1	0.05%	Maintained
3012	BAM Bosun Asset Management Chicago, Illinois	$110K	+$102K	1	0.11%	New
3013	CP Castleview Partners Dallas, Texas	$109K	+$2.37K	5	0.1%	Increased
3014	ACM Antonetti Capital Management Naples, Florida	$109K	-$713	3	0.16%	Reduced
3015	RFG RFP Financial Group Atlanta, Georgia	$109K	+$24K	10	0.04%	Increased
3016	TIM Tortoise Investment Management White Plains, New York	$107K	$0	5	0.02%	Maintained
3017	AWM Abound Wealth Management Franklin, Tennessee	$106K	+$16.4K	13	0.04%	Increased
3018	PC Periscope Capital Toronto, Ontario, Canada	$106K	$0	1	0.01%	Maintained
3019	SN Sittner & Nelson Eugene, Oregon	$102K	-$8.6K	4	0.06%	Reduced
3020	FCT First Community Trust Dubuque, Iowa	$101K	-$1.86K	4	0.11%	Reduced
3021	VNA Valley National Advisers Bethlehem, Pennsylvania	$101K	+$5.63K	9	0.02%	Increased
3022	ME McIlrath & Eck Arlington, Washington	$99.9K	$0	7	0.02%	Maintained
3023	KC Knuff & Co Foster City, California	$99.2K	+$989	2	0.04%	Increased
3024	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$99K	-$409K	1	0%	Reduced
3025	NFSG Newbridge Financial Services Group Boca Raton, Florida	$98.1K	-$41.4K	8	0.05%	Reduced