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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
1601	FBT Founders Bank & Trust Grand Rapids, Michigan	$3K	$0	1	0%	Maintained
1602	LWA Lenox Wealth Advisors New York	$3K	+$3.41K	1	0%	New
1603	MIM Macroview Investment Management Bethesda, Maryland	$3K	+$1.66K	2	0%	Increased
1604	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$3K	+$2.84K	1	0.01%	New
1605	SA SRH Advisors Salina, Kansas	$3K	+$2.62K	1	0.02%	New
1606	HF Hoxton Financial Shepherdstown, West Virginia	$1K	$0	1	0%	Maintained
1607	NC NewSquare Capital Newtown Square, Pennsylvania	$1K	$0	1	0%	Maintained
1608	SAM Shamrock Asset Management Dallas, Texas	$1K	$0	1	0%	Maintained
1609	CIA Capital Impact Advisors Boston, Massachusetts	$158	-$155K	1	0%	Reduced
1610	AW ACG Wealth Atlanta, Georgia	$0	-$1.14M	0	–	Closed
1611	AHC Adams Hill Capital Westport, Connecticut	$0	-$7.72M	0	–	Closed
1612	AP Advisors Preferred Rockville, Maryland	$0	-$67.7K	0	–	Closed
1613	AF Aegis Financial Mc Lean, Virginia	$0	-$922K	0	–	Closed
1614	ACM Alpha Capital Management Austin, Texas	$0	-$287K	0	–	Closed
1615	Alpha Cubed Investments Irvine, California	$0	-$334K	0	–	Closed
1616	AP Alydar Partners Boston, Massachusetts	$0	-$22.8M	0	–	Closed
1617	AAIM American Assets Investment Management San Diego, California	$0	-$4.1M	0	–	Closed
1618	Analytic Investors Los Angeles, California	$0	-$2.48M	0	–	Closed
1619	AGC Angelo Gordon & Co New York	$0	-$4.4M	0	–	Closed
1620	AC Apex Capital Orinda, California	$0	-$15.2M	0	–	Closed
1621	Atalanta Sosnoff Capital New York	$0	-$2.24M	0	–	Closed
1622	AC Axon Capital New York	$0	-$117M	0	–	Closed
1623	ACM Azentus Capital Management Hong Kong	$0	-$18M	0	–	Closed
1624	BPB Badgley, Phelps & Bell Seattle, Washington	$0	-$5.83M	0	–	Closed
1625	Baker Avenue Asset Management San Francisco, California	$0	-$544K	0	–	Closed