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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
1776	EAMA EFG Asset Management (Americas) Miami, Florida	$278K	+$282K	1	0.1%	New
1777	NIM Northeast Investment Management Boston, Massachusetts	$278K	$0	1	0.02%	Maintained
1778	ACM AUA Capital Management Camp Hill, Pennsylvania	$277K	+$11.7K	2	0.25%	Increased
1779	SFM Signature Financial Management Norfolk, Virginia	$276K	+$38.3K	1	0.07%	Increased
1780	KCPG Kavar Capital Partners Group Leawood, Kansas	$275K	+$290K	1	0.15%	New
1781	WIM Wittenberg Investment Management Carlisle, Massachusetts	$274K	$0	1	0.12%	Maintained
1782	CRWM Castle Rock Wealth Management Walnut Creek, California	$273K	+$282K	1	0.53%	New
1783	Merriman Wealth Management Seattle, Washington	$273K	$0	1	0.07%	Maintained
1784	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$271K	+$267K	1	0.02%	New
1785	BAM Barrett Asset Management New York	$270K	+$1.87K	2	0.02%	Increased
1786	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$270K	$0	1	0.04%	Maintained
1787	RPC Rossmore Private Capital Glastonbury, Connecticut	$269K	+$269K	8	0.27%	New
1788	HM Payson & Co Portland, Maine	$268K	$0	2	0.01%	Maintained
1789	GPCM Granite Point Capital Management Boston, Massachusetts	$267K	+$87.3K	1	0.03%	Increased
1790	GJCM Grand Jean Capital Management San Francisco, California	$266K	+$279K	1	0.09%	New
1791	KM Kalos Management Alpharetta, Georgia	$266K	+$366K	1	0.13%	New
1792	CI Chartist Inc Seal Beach, California	$266K	-$4.63K	1	0.12%	Reduced
1793	KWMG King Wealth Management Group Naples, Florida	$265K	$0	1	0.09%	Maintained
1794	OWA One Wealth Advisors San Francisco, California	$265K	+$296K	5	0.22%	New
1795	RA Rational Advisors Huntington, New York	$265K	-$169K	2	0.14%	Reduced
1796	RIA Regal Investment Advisors Kentwood, Michigan	$265K	+$39.5K	1	0.06%	Increased
1797	CCM Crestwood Capital Management New York	$263K	+$276K	1	0.14%	New
1798	CC Cornerstone Capital Palo Alto, California	$261K	$0	1	0.04%	Maintained
1799	Grimes & Company Westborough, Massachusetts	$261K	$0	1	0.03%	Maintained
1800	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$260K	+$257K	1	0.17%	New