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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
4276	HAP Harbor Asset Planning Belmont, Massachusetts	$6.35K	$0	1	0.01%	Maintained
4277	NWM Navigoe Wealth Management Redondo Beach, California	$6K	+$7.91K	3	0%	New
4278	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$5.38K	+$1.34K	2	0%	Increased
4279	CFS Compass Financial Services West Des Moines, Iowa	$5.37K	+$110	1	0%	Increased
4280	PCM Perritt Capital Management Chicago, Illinois	$5.24K	$0	1	0%	Maintained
4281	BIM Breakwater Investment Management Seattle, Washington	$5.24K	+$3.18K	3	0%	Increased
4282	APM Advanced Portfolio Management New York	$5.18K	+$4.83K	2	0.01%	New
4283	IP Isthmus Partners Madison, Wisconsin	$5.11K	-$1.16M	1	0%	Reduced
4284	DF DecisionPoint Financial Mesa, Arizona	$4.84K	-$4.62K	6	0%	Reduced
4285	PS PayPay Securities Tokyo, Japan	$4.48K	+$1.46K	2	0.16%	Increased
4286	RJA Ross\Johnson & Associates Plymouth, Minnesota	$4.16K	$0	5	0.08%	Maintained
4287	SJIM St. Johns Investment Management Jacksonville, Florida	$3.77K	$0	1	0%	Maintained
4288	NRWA North Ridge Wealth Advisors Beaverton, Oregon	$3.34K	$0	1	0%	Maintained
4289	T Transce3nd Kyle, Texas	$2.74K	-$536K	1	0.02%	Reduced
4290	BGWM Bridge Generations Wealth Management South Miami, Florida	$2.73K	$0	3	0%	Maintained
4291	CFS CGC Financial Services Lake Oswego, Oregon	$2.32K	$0	2	0%	Maintained
4292	SI Symmetry Investments St Helier, Jersey	$1.74K	+$1.27K	1	0%	New
4293	TLA Tanglewood Legacy Advisors Houston, Texas	$1.04K	+$978	1	0%	New
4294	WestEnd Advisors Charlotte, North Carolina	$921	+$811	1	0%	New
4295	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$197	+$174	1	0%	New
4296	1M 13D Management New York	$0	-$5.12M	0	–	Closed
4297	AGDI Absolute Gestao de Investimentos Sao Paulo, Brazil	$0	-$565K	0	–	Closed
4298	AWP Accretive Wealth Partners Parsippany, New Jersey	$0	-$1.64M	0	–	Closed
4299	ARC Advisor Resource Council Dallas, Texas	$0	-$575K	0	–	Closed
4300	ACP Albar Capital Partners London, United Kingdom	$0	-$18.8M	0	–	Closed