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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	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$285K	$0	1	0.19%	Maintained
1777	Old Mission Capital Chicago, Illinois	$284K	+$297K	1	0.04%	New
1778	RIA Regal Investment Advisors Kentwood, Michigan	$284K	+$17.1K	1	0.06%	Increased
1779	TFA Toth Financial Advisory Leesburg, Virginia	$284K	-$5.43K	3	0.07%	Reduced
1780	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$283K	-$9.06K	1	0.12%	Reduced
1781	BAM Brave Asset Management Summit, New Jersey	$281K	+$45K	2	0.17%	Increased
1782	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$281K	-$5.66M	1	0.09%	Reduced
1783	HFS Haverford Financial Services Radnor, Pennsylvania	$279K	-$18.8K	1	0.11%	Reduced
1784	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$279K	-$42.2K	1	0.24%	Reduced
1785	CA Calton & Associates Tampa, Florida	$278K	-$115K	1	0.08%	Reduced
1786	DCM Delta Capital Management Red Bank, New Jersey	$277K	$0	1	0.18%	Maintained
1787	HA Hays Advisory Franklin, Tennessee	$276K	-$134K	1	0.13%	Reduced
1788	BP BBR Partners New York	$273K	+$995	1	0.05%	Increased
1789	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$273K	+$56.5K	12	0.1%	Increased
1790	WFG Wills Financial Group Richmond, Virginia	$271K	+$50.1K	1	0.2%	Increased
1791	BRF B. Riley Financial Los Angeles, California	$269K	+$7.8K	1	0.07%	Increased
1792	ICOM Investment Counselors of Maryland Baltimore, Maryland	$269K	$0	2	0.01%	Maintained
1793	SFM Signature Financial Management Norfolk, Virginia	$269K	$0	1	0.06%	Maintained
1794	Valeo Financial Advisors Carmel, Indiana	$269K	+$38.3K	13	0.04%	Increased
1795	KWMG King Wealth Management Group Naples, Florida	$268K	$0	1	0.1%	Maintained
1796	SWA Sutton Wealth Advisors Tampa, Florida	$266K	-$8.23K	11	0.19%	Reduced
1797	ACP Arcus Capital Partners Atlanta, Georgia	$265K	+$276K	1	0.15%	New
1798	BAC Boys Arnold & Co Asheville, North Carolina	$260K	+$4.1K	1	0.04%	Increased
1799	BAM Barrett Asset Management New York	$258K	-$4.54K	1	0.02%	Reduced
1800	Dakota Wealth Management Palm Beach Gardens, Florida	$256K	+$263K	1	0.13%	New