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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
3426	4WM 44 Wealth Management Eugene, Oregon	$255K	+$217K	1	0.09%	New
3427	CC Commons Capital Needham, Massachusetts	$254K	+$4.29K	1	0.28%	Increased
3428	EC EJF Capital Arlington, Virginia	$253K	$0	1	0.17%	Maintained
3429	AWM Ariadne Wealth Management Santa Barbara, California	$252K	+$171K	1	0.14%	New
3430	FC Financial Council Towson, Maryland	$252K	-$20.5K	1	0.13%	Reduced
3431	CA Crewe Advisors Salt Lake City, Utah	$251K	-$443K	7	0.03%	Reduced
3432	PTB Pioneer Trust Bank Salem, Oregon	$251K	$0	1	0.06%	Maintained
3433	EIA Eldridge Investment Advisors Manchester, New Hampshire	$251K	$0	1	0.06%	Maintained
3434	ACM Argyle Capital Management Center Valley, Pennsylvania	$251K	-$75.9K	1	0.1%	Reduced
3435	AA Auxano Advisors Bellevue, Washington	$250K	-$2.14K	1	0.06%	Reduced
3436	CFG Clayton Financial Group St. Louis, Missouri	$250K	+$225K	1	0.09%	New
3437	EL EQ LLC Bellevue, Washington	$250K	+$233K	1	0.13%	New
3438	FCIM Fairview Capital Investment Management Greenbrae, California	$250K	$0	1	0.01%	Maintained
3439	SAM S.A. Mason Holland, Michigan	$249K	$0	1	0.13%	Maintained
3440	BFS Burkett Financial Services Rock Hill, South Carolina	$248K	-$9.17K	1	0.1%	Reduced
3441	PWW Pettyjohn Wood & White Lynchburg, Virginia	$247K	$0	1	0.05%	Maintained
3442	DF Dunhill Financial London, United Kingdom	$246K	+$102K	8	0.13%	Increased
3443	TIM Tortoise Investment Management White Plains, New York	$246K	+$33.5K	5	0.03%	Increased
3444	WFS Weitzel Financial Services Dubuque, Iowa	$246K	$0	1	0.12%	Maintained
3445	CAIMH Central Asset Investments & Management Holdings Hong Kong	$245K	-$2.54M	1	0.24%	Reduced
3446	KWAG Kiely Wealth Advisory Group Kernersville, North Carolina	$245K	$0	3	0.16%	Maintained
3447	SAF Smith Anglin Financial Dallas, Texas	$244K	-$366K	1	0.02%	Reduced
3448	SCM Saxony Capital Management St. Louis, Missouri	$244K	-$55.8K	1	0.22%	Reduced
3449	AFA Atlas Financial Advisors Oroville, California	$244K	+$307	1	0.39%	Increased
3450	NFG Northeast Financial Group Tannersville, Pennsylvania	$243K	$0	1	0.09%	Maintained