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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
4526	ASCM Adkins Seale Capital Management Shreveport, Louisiana	$110K	$0	2	0.11%	Maintained
4527	GCM Gunpowder Capital Management Towson, Maryland	$109K	-$3.22K	2	0.08%	Reduced
4528	RF RHS Financial San Francisco, California	$108K	-$230K	1	0.05%	Reduced
4529	AIS Advocate Investing Services Woodbine, Maryland	$107K	+$11.6K	6	0.09%	Increased
4530	WSWA Warren Street Wealth Advisors Newport Beach, California	$105K	+$3.63K	1	0.03%	Increased
4531	HFS Horizon Financial Services Winston Salem, North Carolina	$105K	+$29.1K	4	0.05%	Increased
4532	WI WrapManager Inc Mill Valley, California	$104K	+$131K	1	0.04%	New
4533	CB Centennial Bank Conway, Arkansas	$102K	$0	1	0.04%	Maintained
4534	FF Friedenthal Financial Marlton, New Jersey	$101K	-$1.85M	2	0.05%	Reduced
4535	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$100K	+$92.9K	3	0.05%	Increased
4536	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$98.5K	+$1	7	0.09%	Increased
4537	BTC Bank & Trust Company Litchfield, Illinois	$98K	$0	1	0.07%	Maintained
4538	HC Hoese & Co Glencoe, Minnesota	$94.9K	$0	2	0.07%	Maintained
4539	HWM HighMark Wealth Management St. Paul, Minnesota	$92.7K	-$1.78K	6	0.04%	Reduced
4540	AP Aspect Partners Fairfax, Virginia	$92.1K	-$118K	18	0.04%	Reduced
4541	TMC Themes Management Co Greenwich, Connecticut	$91.7K	-$255K	1	0.06%	Reduced
4542	CCA Cygnus Capital Advisors Atlanta, Georgia	$90K	+$99.8K	1	0.06%	New
4543	DCM Dorato Capital Management Denver, Colorado	$90K	$0	3	0.07%	Maintained
4544	VFM Vision Financial Markets Stamford, Connecticut	$88.7K	-$68.8K	7	0.09%	Reduced
4545	WOSD WFA of San Diego San Diego, California	$87.8K	+$6.56K	5	0.07%	Increased
4546	LAM LOM Asset Management Hamilton,	$87.7K	$0	1	0.03%	Maintained
4547	CC Corsicana & Co Corsicana, Texas	$87.7K	+$56.5K	4	0.06%	Increased
4548	WCM Westend Capital Management Sausalito, California	$86.5K	-$7.17K	3	0.03%	Reduced
4549	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$84.1K	-$7.09K	2	0.04%	Reduced
4550	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$83.5K	-$13.8K	9	0.06%	Reduced