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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
1501	CCM CrestPoint Capital Management Four Seasons, Missouri	$243K	-$7.06K	1	0.13%	Reduced
1502	NIM Northeast Investment Management Boston, Massachusetts	$243K	-$15.7K	1	0.02%	Reduced
1503	WSCM Wellington Shields Capital Management New York	$242K	+$228K	2	0.04%	Increased
1504	AWW Alan W. Weber	$241K	$0	1	0.21%	Maintained
1505	EA Elm Advisors Burlingame, California	$241K	-$11.8K	1	0.23%	Reduced
1506	CI CAZ Investments Houston, Texas	$239K	+$10.5K	1	0.12%	Increased
1507	PCM Perkins Capital Management Wayzata, Minnesota	$238K	+$17.6K	1	0.21%	Increased
1508	Grimes & Company Westborough, Massachusetts	$237K	$0	1	0.03%	Maintained
1509	SFSIG San Francisco Sentry Investment Group San Francisco, California	$236K	$0	1	0.14%	Maintained
1510	Heritage Wealth Advisors Richmond, Virginia	$234K	$0	1	0.19%	Maintained
1511	IF IRON Financial Northbrook, Illinois	$234K	+$269K	1	0.22%	New
1512	BCA Bray Capital Advisors Naples, Florida	$233K	+$35.5K	4	0.13%	Increased
1513	VAM Verity Asset Management Durham, North Carolina	$230K	+$240K	1	0.21%	New
1514	WCM Wallace Capital Management Dallas, Texas	$229K	$0	1	0.04%	Maintained
1515	RCM Reynolds Capital Management Las Vegas, Nevada	$227K	-$45.3K	1	0.22%	Reduced
1516	SWM Segment Wealth Management Houston, Texas	$227K	-$38	1	0.08%	Reduced
1517	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$225K	+$222K	1	0.06%	New
1518	Buckingham Strategic Wealth Clayton, Missouri	$224K	$0	1	0.07%	Maintained
1519	FFC First Financial Corp Terre Haute, Indiana	$223K	-$19.2K	3	0.11%	Reduced
1520	KP Keel Point Huntsville, Alabama	$223K	+$12.7K	1	0.11%	Increased
1521	MBT Montecito Bank & Trust Santa Barbara, California	$223K	$0	1	0.11%	Maintained
1522	SNT Security National Trust Wheeling, West Virginia	$223K	$0	2	0.08%	Maintained
1523	Annex Advisory Services Brookfield, Wisconsin	$222K	+$232K	1	0.07%	New
1524	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$222K	$0	2	0.07%	Maintained
1525	GS GAM Systematic Cambridge, United Kingdom	$220K	-$684K	1	0.03%	Reduced