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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
3026	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$114K	$0	2	0.09%	Maintained
3027	Advisory Alpha Holland, Michigan	$111K	-$81.8K	1	0.01%	Reduced
3028	SFG Steward Financial Group Colleyville, Texas	$111K	+$56.8K	13	0.04%	Increased
3029	CAM Costello Asset Management Feasterville, Pennsylvania	$110K	$0	3	0.1%	Maintained
3030	SIS Strategic Investment Solutions Orland Park, Illinois	$110K	+$127K	2	0%	New
3031	VFA Virtus Fund Advisers Hartford, Connecticut	$110K	+$21.1K	1	0.78%	Increased
3032	RFG RFP Financial Group Atlanta, Georgia	$109K	-$1.14K	9	0.05%	Reduced
3033	SCM Segantii Capital Management Hong Kong	$109K	$0	1	0%	Maintained
3034	WAM WFA Asset Management Whitefish Bay, Wisconsin	$109K	-$49.2K	2	0.06%	Reduced
3035	SAI Systematic Alpha Investments Princeton, New Jersey	$107K	$0	1	0.01%	Maintained
3036	SN Sittner & Nelson Eugene, Oregon	$107K	$0	4	0.06%	Maintained
3037	SOS Silver Oak Securities Jackson, Tennessee	$106K	-$430K	2	0.02%	Reduced
3038	WA Wealthstar Advisors Plano, Texas	$106K	$0	1	0.04%	Maintained
3039	WVP Worth Venture Partners Fort Lee, New Jersey	$106K	+$6.83K	1	0.06%	Increased
3040	NECFA New England Capital Financial Advisors Meriden, Connecticut	$104K	+$290	3	0.07%	Increased
3041	IW Instrumental Wealth Tampa, Florida	$103K	$0	1	0.12%	Maintained
3042	HC Hoese & Co Glencoe, Minnesota	$103K	$0	3	0.11%	Maintained
3043	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$102K	-$5.87K	3	0.02%	Reduced
3044	CB Centennial Bank Conway, Arkansas	$102K	+$94K	3	0.07%	Increased
3045	Mondrian Investment Partners London, United Kingdom	$102K	+$104K	1	0%	New
3046	SL Salomon & Ludwin Richmond, Virginia	$101K	+$104K	6	0.01%	New
3047	TIM Tortoise Investment Management White Plains, New York	$100K	-$295	7	0.01%	Reduced
3048	ASM ATW SPAC Management New York	$99K	$0	1	0.14%	Maintained
3049	SAG Spotlight Asset Group Oakbrook Terrace, Illinois	$97.6K	$0	2	0.09%	Maintained
3050	KA Kozak & Associates Highlands Ranch, Colorado	$97.4K	+$244	3	0.04%	Increased