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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
1401	Cetera Advisors Denver, Colorado	$340K	+$344K	1	0.05%	New
1402	TCTC Holdings Dallas, Texas	$338K	$0	1	0.02%	Maintained
1403	ECM Everence Capital Management Goshen, Indiana	$336K	-$282K	1	0.14%	Reduced
1404	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$336K	+$205K	2	0.1%	Increased
1405	NGA Naples Global Advisors Naples, Florida	$335K	+$313K	1	0.22%	New
1406	Wedbush Securities Los Angeles, California	$334K	-$279K	1	0.08%	Reduced
1407	BFG Beacon Financial Group Dallas, Texas	$332K	+$343K	1	0.06%	New
1408	Epoch Investment Partners New York	$330K	-$6.05K	1	0%	Reduced
1409	Alpha Cubed Investments Irvine, California	$327K	+$299K	1	0.12%	New
1410	MJP Michael J. Puzo	$327K	$0	1	0.24%	Maintained
1411	AL Agran Libbie Santa Monica, California	$325K	-$24.8K	1	0.09%	Reduced
1412	BAM Brave Asset Management Summit, New Jersey	$322K	+$333K	3	0.26%	New
1413	MC Middleton & Co Boston, Massachusetts	$320K	-$4.53K	1	0.08%	Reduced
1414	RHBC R.H. Bluestein & Co Birmingham, Michigan	$320K	-$14.3M	1	0.02%	Reduced
1415	LC Lakeshore Capital Birmingham, Alabama	$316K	+$10.7K	1	0.31%	Increased
1416	HAMF Hatteras Alternative Mutual Funds Raleigh, North Carolina	$313K	-$141K	1	0.18%	Reduced
1417	Wilmington Savings Fund Society Wilmington, Delaware	$312K	$0	1	0.02%	Maintained
1418	Boston Financial Management Boston, Massachusetts	$309K	-$91.3K	1	0.04%	Reduced
1419	CEP Chicago Equity Partners Chicago, Illinois	$306K	+$274K	1	0.01%	New
1420	OIM Orca Investment Management Roseburg, Oregon	$305K	+$309K	1	0.25%	New
1421	GAM Griffin Asset Management New York	$304K	$0	1	0.1%	Maintained
1422	TCM Tufton Capital Management Hunt Valley, Maryland	$304K	-$1.14K	1	0.07%	Reduced
1423	LWM Lenox Wealth Management Cincinnati, Ohio	$303K	+$284K	2	0.2%	New
1424	CC Courier Capital Buffalo, New York	$293K	$0	1	0.06%	Maintained
1425	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$290K	-$11.9K	1	0.17%	Reduced