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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
4101	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$529K	+$205K	2	0.1%	Increased
4102	SFC Swisher Financial Concepts Westerville, Ohio	$527K	-$744K	1	0.33%	Reduced
4103	NPA Nichols & Pratt Advisers Boston, Massachusetts	$527K	+$24.2K	1	0.03%	Increased
4104	HCP Hexagon Capital Partners Rogers, Arkansas	$527K	+$74.8K	2	0.07%	Increased
4105	GRR Golden Reserve Retirement Dublin, Ohio	$525K	+$497K	1	0.08%	New
4106	Highbridge Capital Management New York	$525K	-$18.8M	1	0.01%	Reduced
4107	BHPW Box Hill Private Wealth Scottsdale, Arizona	$525K	-$8.47K	1	0.42%	Reduced
4108	WP WealthPLAN Partners Omaha, Nebraska	$523K	-$1.17M	1	0.1%	Reduced
4109	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$523K	$0	1	0.16%	Maintained
4110	HPA High Probability Advisors Pittsford, New York	$522K	-$45.2K	1	0.06%	Reduced
4111	PRAG Portfolio Resources Advisor Group Coral Gables, Florida	$522K	+$18.8K	2	0.44%	Increased
4112	SCA Stokes Capital Advisors Greenwood, South Carolina	$521K	+$65.1K	2	0.11%	Increased
4113	NG Navigation Group Redwood City, California	$519K	$0	1	0.1%	Maintained
4114	MCM McDonough Capital Management Orlando, Florida	$518K	+$164K	2	0.26%	Increased
4115	BWIA Bryant Woods Investment Advisors Getzville, New York	$517K	+$26.6K	1	0.14%	Increased
4116	NC North Capital Salt Lake City, Utah	$517K	+$9.28K	1	0.39%	Increased
4117	CG Clarus Group Houston, Texas	$516K	+$66.7K	2	0.18%	Increased
4118	ACL Applied Capital LLC Hollywood, Florida	$516K	$0	1	0.21%	Maintained
4119	DEM Disciplined Equity Management Neptune Beach, Florida	$516K	$0	1	0.23%	Maintained
4120	EIP Essential Investment Partners Englewood, Colorado	$515K	+$304K	3	0.41%	Increased
4121	B Bayban Bayport, Minnesota	$515K	-$16.7K	6	0.4%	Reduced
4122	JC JBF Capital Aspen, Colorado	$514K	$0	2	0.07%	Maintained
4123	TFA Tobias Financial Advisors Plantation, Florida	$513K	+$216K	2	0.07%	Increased
4124	BB Bell Bank Fargo, North Dakota	$513K	+$366K	2	0.02%	Increased
4125	HA Hamel Associates Chatham, New Jersey	$513K	+$14.1K	1	0.14%	Increased