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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
1526	BBCM Boardman Bay Capital Management New York	$240K	+$236K	1	0.4%	New
1527	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$240K	-$26.7K	2	0.05%	Reduced
1528	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$239K	+$208K	1	0.08%	New
1529	MJP Michael J. Puzo	$239K	$0	1	0.16%	Maintained
1530	BFO Boston Family Office Boston, Massachusetts	$235K	-$15.4K	1	0.03%	Reduced
1531	AIA Affinity Investment Advisors Newport Beach, California	$234K	$0	1	0.02%	Maintained
1532	CWA Asset Management Group Naples, Florida	$234K	-$121K	1	0.14%	Reduced
1533	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$234K	+$204K	1	0.05%	New
1534	WCM Wallace Capital Management Dallas, Texas	$231K	+$211K	1	0.04%	New
1535	EA Elm Advisors Burlingame, California	$228K	$0	1	0.22%	Maintained
1536	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$227K	-$144K	9	0.11%	Reduced
1537	AWA ARS Wealth Advisors St. Petersburg, Florida	$223K	-$28.3K	1	0.09%	Reduced
1538	CC Caxton Corporation Princeton, New Jersey	$223K	-$4.1K	1	0.25%	Reduced
1539	SFSIG San Francisco Sentry Investment Group San Francisco, California	$223K	-$3.62K	1	0.14%	Reduced
1540	KA Kovack Advisors Ft. Lauderdale, Florida	$222K	-$17.1K	1	0.12%	Reduced
1541	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$220K	+$123	1	0.04%	Increased
1542	FL Fort LP Chevy Chase, Maryland	$218K	+$211K	1	0.09%	New
1543	PIM Penobscot Investment Management Boston, Massachusetts	$218K	$0	1	0.08%	Maintained
1544	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$217K	+$223K	1	0.05%	New
1545	Grimes & Company Westborough, Massachusetts	$216K	+$6.14K	1	0.03%	Increased
1546	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$215K	$0	1	0.04%	Maintained
1547	HHC Hutchin Hill Capital New York	$215K	-$10.4M	1	0.01%	Reduced
1548	SWM Segment Wealth Management Houston, Texas	$215K	-$3.49K	1	0.09%	Reduced
1549	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$215K	+$202K	1	0.65%	New
1550	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$213K	+$2.54K	4	0.11%	Increased