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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
1801	GC Gilbert & Cook West Des Moines, Iowa	$260K	-$7.54K	1	0.09%	Reduced
1802	BRF B. Riley Financial Los Angeles, California	$259K	+$1.01K	1	0.07%	Increased
1803	SCP Syntal Capital Partners Midland, Texas	$259K	+$279K	1	0.08%	New
1804	BAM Brave Asset Management Summit, New Jersey	$258K	+$29.2K	2	0.13%	Increased
1805	FAIM Financial Advocates Investment Management Olympia, Washington	$258K	+$254K	1	0.04%	New
1806	SCM Salem Capital Management Woburn, Massachusetts	$258K	-$35.9K	1	0.13%	Reduced
1807	FWM Focused Wealth Management Newburgh, New York	$257K	+$43.4K	4	0.08%	Increased
1808	BAC Boys Arnold & Co Asheville, North Carolina	$256K	+$1.55K	1	0.04%	Increased
1809	JFA JNBA Financial Advisors Bloomington, Minnesota	$256K	$0	3	0.05%	Maintained
1810	MFS Madrona Financial Services Everett, Washington	$255K	+$16.6K	1	0.22%	Increased
1811	SL Signition LP New York	$255K	+$264K	1	0.33%	New
1812	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$252K	$0	1	0.07%	Maintained
1813	Polen Capital Management Boca Raton, Florida	$252K	+$261K	1	0%	New
1814	Treasurer of the State of North Carolina Raleigh, North Carolina	$249K	+$252K	1	0.61%	New
1815	BW Biegel & Waller Columbia, Maryland	$247K	$0	1	0.14%	Maintained
1816	IC InterOcean Capital Chicago, Illinois	$247K	$0	1	0.03%	Maintained
1817	BFG Barber Financial Group Lenexa, Kansas	$246K	-$26.9K	1	0.06%	Reduced
1818	ZB Zions Bancorporation Salt Lake City, Utah	$246K	-$577K	5	0.04%	Reduced
1819	NFG Next Financial Group Houston, Texas	$245K	-$1.15M	1	0.1%	Reduced
1820	SouthState Corp Winter Haven, Florida	$245K	+$14.4K	1	0.03%	Increased
1821	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$244K	+$263K	1	0.09%	New
1822	Valeo Financial Advisors Carmel, Indiana	$244K	+$78.1K	11	0.04%	Increased
1823	DIM DC Investments Management Mclean, Virginia	$243K	+$239K	1	0.1%	New
1824	WFG Wills Financial Group Richmond, Virginia	$239K	$0	1	0.17%	Maintained
1825	CM Capital Management Glen Allen, Virginia	$237K	$0	1	0.06%	Maintained