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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
4301	ACA American Capital Advisory Ketchum, Idaho	$393K	-$11.3K	14	0.14%	Reduced
4302	SI Sprott Inc Toronto, Ontario, Canada	$393K	+$260K	2	0.01%	Increased
4303	LCA Legend Capital Advisors New York	$392K	-$253K	1	0.21%	Reduced
4304	LFS Legacy Financial Strategies Overland Park, Kansas	$392K	+$42.7K	1	0.06%	Increased
4305	MFG Mann Financial Group Detroit Lakes, Minnesota	$392K	-$82.6K	1	0.33%	Reduced
4306	AA ACT Advisors Asheville, North Carolina	$391K	+$7.66K	1	0.13%	Increased
4307	WVP Worth Venture Partners Fort Lee, New Jersey	$390K	+$70.1K	1	0.88%	Increased
4308	WGAM Wilkinson Global Asset Management New York	$390K	+$359K	1	0.03%	New
4309	GC GFG Capital Miami, Florida	$390K	-$6.79K	2	0.11%	Reduced
4310	SAM Sherman Asset Management Ventura, California	$389K	-$48.3K	4	0.3%	Reduced
4311	VIP Viewpoint Investment Partners Calgary, Alberta, Canada	$388K	$0	1	0.13%	Maintained
4312	FFG Frisch Financial Group Melville, New York	$388K	-$22.4K	1	0.07%	Reduced
4313	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$388K	-$344K	1	0.01%	Reduced
4314	BFS BridgePort Financial Solutions Fairfield, Iowa	$388K	-$34.4K	1	0.1%	Reduced
4315	MC Miramontes Capital Newport, California	$387K	+$366K	1	0.12%	New
4316	WBC West Branch Capital Amherst, Massachusetts	$385K	-$20.8K	5	0.09%	Reduced
4317	SIM SSI Investment Management Los Angeles, California	$385K	$0	1	0.02%	Maintained
4318	GL Gerber LLC Columbus, Ohio	$384K	$0	1	0.18%	Maintained
4319	BDA Borer Denton & Associates Blue Bell, Pennsylvania	$384K	$0	1	0.13%	Maintained
4320	CVM Cheviot Value Management Beverly Hills, California	$383K	+$1.72K	4	0.04%	Increased
4321	JF Joule Financial Lexington, Kentucky	$382K	-$14.9K	1	0.1%	Reduced
4322	NL Navalign LLC Encino, California	$381K	+$350	1	0.09%	Increased
4323	WIP WealthCare Investment Partners Portsmouth, Rhode Island	$379K	$0	1	0.09%	Maintained
4324	ACM Armbruster Capital Management Pittsford, New York	$379K	+$283K	1	0.06%	New
4325	YIM Yoffe Investment Management Lemoyne, Pennsylvania	$379K	$0	1	0.43%	Maintained