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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
3126	EA Evolution Advisers Richmond, Virginia	$30K	$0	1	0.02%	Maintained
3127	ODG O'Dell Group Cincinnati, Ohio	$29.6K	+$25.9K	2	0.01%	New
3128	DWA Delos Wealth Advisors Dallas, Texas	$29.1K	+$8.94K	4	0.04%	Increased
3129	DMKJ David M. Knott Jr	$29K	$0	1	0.01%	Maintained
3130	MIM Macroview Investment Management Bethesda, Maryland	$28.3K	+$25.2K	3	0.04%	New
3131	RTL Red Tortoise LLC Atlanta, Georgia	$28K	-$3.1K	5	0.02%	Reduced
3132	PIAS PCA Investment Advisory Services Cincinnati, Ohio	$27.5K	+$23.9K	1	0.02%	New
3133	HB Horizon Bancorp Michigan City, Indiana	$27K	$0	2	0.02%	Maintained
3134	TF TimeScale Financial Danvers, Massachusetts	$25.6K	$0	4	0.01%	Maintained
3135	FA Fermata Advisors Sonoma, California	$25.3K	+$26.5K	1	0.02%	New
3136	Millburn Ridgefield Corp New York	$25.1K	+$4.34K	1	0%	Increased
3137	CFG CKW Financial Group Honolulu, Hawaii	$25K	$0	1	0%	Maintained
3138	LCM Lazari Capital Management Woodland Hills, California	$24.4K	+$25.6K	1	0.01%	New
3139	PFG Piershale Financial Group Barrington, Illinois	$24.1K	-$8.32K	2	0.02%	Reduced
3140	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$24K	-$24.8K	1	0.02%	Reduced
3141	Magellan Asset Management Sydney, Australia	$23.9K	+$352	1	0%	Increased
3142	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$22.9K	$0	2	0.01%	Maintained
3143	JCA Jade Capital Advisors Essex Fells, New Jersey	$21.6K	$0	1	0.02%	Maintained
3144	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$20.4K	$0	1	0%	Maintained
3145	IWP IAG Wealth Partners Waukesha, Wisconsin	$20.2K	$0	3	0.01%	Maintained
3146	TCM Tradewinds Capital Management Bellingham, Washington	$20K	+$10.1K	8	0.01%	Increased
3147	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$19.3K	$0	1	0.01%	Maintained
3148	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$18.8K	$0	1	0.01%	Maintained
3149	GC Gould Capital Tacoma, Washington	$18.5K	$0	1	0.01%	Maintained
3150	JMF Johnson Midwest Financial Glidden, Iowa	$18.5K	$0	2	0.02%	Maintained