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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	BCA Bray Capital Advisors Naples, Florida	$200K	-$108K	1	0.12%	Reduced
1552	Natixis Paris, France	$200K	+$206K	1	0%	New
1553	LWM Lenox Wealth Management Cincinnati, Ohio	$197K	-$13.4K	2	0.14%	Reduced
1554	BEAM Baker Ellis Asset Management Vancouver, Washington	$194K	-$10.7K	1	0.06%	Reduced
1555	RIA Regal Investment Advisors Kentwood, Michigan	$193K	+$15.1K	4	0.05%	Increased
1556	KT Kanaly Trust Houston, Texas	$192K	-$302K	3	0.04%	Reduced
1557	KFS Kurt F. Somerville	$191K	$0	1	0.04%	Maintained
1558	MIC MU Investments Company Tokyo, Japan	$191K	$0	2	0.09%	Maintained
1559	TCM Tradewinds Capital Management Bellingham, Washington	$189K	-$8.97K	3	0.14%	Reduced
1560	Brinker Capital Investments Berwyn, Pennsylvania	$187K	+$2.79K	1	0.01%	Increased
1561	DBT Dubuque Bank & Trust Dubuque, Iowa	$181K	-$81K	1	0.03%	Reduced
1562	SGAM Smith Group Asset Management Dallas, Texas	$181K	$0	1	0.01%	Maintained
1563	BRWM B. Riley Wealth Management Memphis, Tennessee	$179K	-$35.7K	3	0.13%	Reduced
1564	BAM Brave Asset Management Summit, New Jersey	$178K	$0	2	0.12%	Maintained
1565	NCA NCM Capital Advisers Durham, North Carolina	$177K	$0	1	0.24%	Maintained
1566	PVH Psagot Value Holdings Tel Aviv, Israel	$174K	$0	1	0.01%	Maintained
1567	EP Edinburgh Partners Edinburgh, United Kingdom	$171K	$0	2	0.02%	Maintained
1568	SSG Summit Securities Group New York	$166K	-$753K	3	0.12%	Reduced
1569	PVWM Point View Wealth Management Summit, New Jersey	$163K	+$150K	1	0.13%	New
1570	SC SRB Corp Boston, Massachusetts	$159K	+$13.5K	1	0.02%	Increased
1571	CPA Cowen Prime Advisors New York	$156K	$0	1	0.06%	Maintained
1572	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$156K	$0	1	0.04%	Maintained
1573	CAL Capital Advisors Ltd Shaker Heights, Ohio	$154K	$0	2	0.08%	Maintained
1574	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$150K	+$150K	1	0.12%	New
1575	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$143K	+$3.97K	9	0.08%	Increased