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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
4326	SHF Safe Harbor Fiduciary Pensacola, Florida	$192K	+$214K	2	0.17%	New
4327	PSP Pacific Sage Partners Edmonds, Washington	$191K	-$1.01K	1	0.03%	Reduced
4328	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$190K	+$67.3K	12	0.03%	Increased
4329	GG Gleason Group Prospect, Kentucky	$189K	+$354	2	0.02%	Increased
4330	EFMH E Fund Management (HK) Central, Hong Kong	$185K	-$11K	7	0.06%	Reduced
4331	BSAM Blue Square Asset Management New York	$184K	-$41.3K	1	0.08%	Reduced
4332	AP Aspect Partners Fairfax, Virginia	$183K	+$101K	18	0.08%	Increased
4333	HFS Hughes Financial Services Herndon, Virginia	$183K	-$11.2K	15	0.03%	Reduced
4334	RC Renaissance Capital Stamford, Connecticut	$182K	+$445K	1	0.13%	New
4335	FCM Firsthand Capital Management San Jose, California	$181K	-$783K	1	0.34%	Reduced
4336	OCM Occam Crest Management Darien, Connecticut	$181K	-$4.74M	1	0.13%	Reduced
4337	TCM Tradewinds Capital Management Bellingham, Washington	$181K	-$98.2K	11	0.04%	Reduced
4338	HW Hamilton Wealth Encino, California	$181K	+$26.1K	1	0.03%	Increased
4339	OA Operose Advisors Milwaukee, Wisconsin	$181K	$0	1	0.04%	Maintained
4340	TC Trust Company Manhattan, Kansas	$180K	+$7.65K	12	0.02%	Increased
4341	BC Broadwater Capital Boston, Massachusetts	$180K	$0	3	0.13%	Maintained
4342	RCG Regatta Capital Group El Segundo, California	$177K	-$603	1	0.03%	Reduced
4343	WA Whipplewood Advisors Littleton, Colorado	$175K	+$15K	4	0.11%	Increased
4344	P Palladiem Bryn Mawr, Pennsylvania	$175K	+$172K	2	0.17%	New
4345	CIEC Crédit Industriel et Commercial Paris France, France	$172K	+$232K	1	0.01%	New
4346	GPI General Partner Inc Pittsburgh, Pennsylvania	$171K	$0	3	0.1%	Maintained
4347	EF Entrust Financial Wayne, Pennsylvania	$171K	+$179K	5	0.13%	New
4348	FFC First Financial Corp Terre Haute, Indiana	$171K	-$13.8K	2	0.06%	Reduced
4349	EPAM Evelyn Partners Asset Management London,	$169K	$0	4	0.04%	Maintained
4350	PWM Proathlete Wealth Management Boca Raton, Florida	$168K	+$5.14K	4	0.05%	Increased