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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
1551	BRWM B. Riley Wealth Management Memphis, Tennessee	$213K	+$3.78K	4	0.17%	Increased
1552	FCB First Citizens Bancorporation Columbia, South Carolina	$213K	-$22.7K	1	0.14%	Reduced
1553	MBT Montecito Bank & Trust Santa Barbara, California	$213K	-$11.5K	1	0.11%	Reduced
1554	BEAM Baker Ellis Asset Management Vancouver, Washington	$212K	-$7.69K	1	0.07%	Reduced
1555	KAM Kazazian Asset Management Fort Lauderdale, Florida	$208K	+$182K	1	0.18%	New
1556	LWM Lenox Wealth Management Cincinnati, Ohio	$208K	-$2.17K	2	0.14%	Reduced
1557	Wilmington Savings Fund Society Wilmington, Delaware	$207K	$0	1	0.01%	Maintained
1558	HCM Hall Capital Management Barrington, Rhode Island	$206K	+$221K	1	0.21%	New
1559	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$205K	+$2.36K	1	0.04%	Increased
1560	PR Payden & Rygel Los Angeles, California	$205K	$0	2	0.04%	Maintained
1561	CM Capital Management Glen Allen, Virginia	$204K	+$198K	1	0.06%	New
1562	CI CAZ Investments Houston, Texas	$204K	+$195K	1	0.15%	New
1563	Fayez Sarofim & Co Houston, Texas	$204K	-$734K	1	0%	Reduced
1564	KPA Keel Point Advisors Vienna, Virginia	$204K	+$198K	1	0.16%	New
1565	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$203K	-$55.7K	1	0.01%	Reduced
1566	ST Spinnaker Trust Portland, Maine	$203K	-$6.82M	1	0.03%	Reduced
1567	CS Credential Securities Vancouver,	$202K	-$714K	2	0.13%	Reduced
1568	TCM Tradewinds Capital Management Bellingham, Washington	$202K	+$946	3	0.15%	Increased
1569	KL KWMG LLC Overland Park, Kansas	$201K	+$189K	1	0.17%	New
1570	MFW Meristem Family Wealth Minnetonka, Minnesota	$201K	+$189K	1	0.07%	New
1571	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$201K	+$215K	1	0.19%	New
1572	TFCP Twin Focus Capital Partners Boston, Massachusetts	$201K	+$195K	1	0.23%	New
1573	CIA Capital Impact Advisors Boston, Massachusetts	$199K	+$171K	1	0.09%	Increased
1574	NES New England Securities New York	$199K	+$66.6K	7	0.07%	Increased
1575	LPT Legacy Private Trust Neenah, Wisconsin	$197K	-$226K	1	0.03%	Reduced