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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
3301	EL EMFO LLC Weston, Florida	$224K	$0	4	0.21%	Maintained
3302	ORG Optimist Retirement Group Bellevue, Washington	$224K	+$172K	1	0.12%	New
3303	IIM Ironwood Investment Management Boston, Massachusetts	$224K	+$196K	1	0.11%	New
3304	JIC Joel Isaacson & Co New York	$224K	$0	1	0.01%	Maintained
3305	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$223K	+$224K	1	0.14%	New
3306	FFC First Financial Corp Terre Haute, Indiana	$223K	-$8.9K	7	0.11%	Reduced
3307	KWAG Kiely Wealth Advisory Group Kernersville, North Carolina	$223K	+$4.8K	3	0.13%	Increased
3308	JWS Juncture Wealth Strategies Scottsdale, Arizona	$223K	$0	1	0.1%	Maintained
3309	MFG Magnus Financial Group New York	$222K	$0	1	0.03%	Maintained
3310	AGM Alpine Global Management New York	$222K	-$996K	1	0.04%	Reduced
3311	SIC SJS Investment Consulting Sylvania, Ohio	$222K	+$41.4K	18	0.04%	Increased
3312	APW Acima Private Wealth Richmond, Virginia	$221K	-$30.6K	1	0.08%	Reduced
3313	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$221K	+$200K	1	0.04%	New
3314	3F 360 Financial Wayzata, Minnesota	$221K	$0	1	0.09%	Maintained
3315	AGC Aspen Grove Capital Avon, Colorado	$219K	$0	1	0.06%	Maintained
3316	BFG Berger Financial Group Plymouth, Minnesota	$219K	+$192K	1	0.02%	New
3317	GG Gleason Group Prospect, Kentucky	$218K	+$161	2	0.05%	Increased
3318	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$218K	+$191K	1	0.03%	New
3319	FFA Fi3 Financial Advisors Indianapolis, Indiana	$218K	+$186K	1	0.1%	New
3320	CC Capital Counsel New York	$217K	+$167K	1	0.01%	New
3321	HFS Heritage Financial Services Westwood, Massachusetts	$217K	+$190K	1	0.03%	New
3322	BSHC Breed's Hill Capital Charlestown, Massachusetts	$217K	+$190K	1	0.2%	New
3323	HWMA Heritage Wealth Management (Arizona) Phoenix, Arizona	$217K	-$230K	1	0.11%	Reduced
3324	JCM Jacobsen Capital Management Salt Lake City, Utah	$217K	+$189K	1	0.1%	New
3325	IHL Investment House LLC Redondo Beach, California	$217K	+$195K	1	0.01%	New