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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	Coldstream Capital Management Bellevue, Washington	$255K	-$3.45M	1	0.03%	Reduced
1802	NFGCM Norman Fields Gottscho Capital Management New York	$255K	+$264K	1	0.14%	New
1803	SI Shaker Investments Cleveland, Ohio	$255K	+$261K	1	0.16%	New
1804	CC Cornerstone Capital Palo Alto, California	$253K	$0	1	0.04%	Maintained
1805	SWM Segment Wealth Management Houston, Texas	$253K	$0	1	0.06%	Maintained
1806	Merriman Wealth Management Seattle, Washington	$252K	$0	1	0.07%	Maintained
1807	IC InterOcean Capital Chicago, Illinois	$250K	$0	1	0.03%	Maintained
1808	SCM Salem Capital Management Woburn, Massachusetts	$250K	$0	1	0.14%	Maintained
1809	DA Doliver Advisors Houston, Texas	$249K	+$255K	1	0.11%	New
1810	TI Telemetry Investments New York	$247K	+$274K	1	0.09%	New
1811	PIM Penobscot Investment Management Boston, Massachusetts	$246K	+$35.8K	1	0.06%	Increased
1812	WIM Wittenberg Investment Management Carlisle, Massachusetts	$246K	$0	1	0.11%	Maintained
1813	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$245K	$0	1	0.07%	Maintained
1814	HM Payson & Co Portland, Maine	$245K	$0	2	0.01%	Maintained
1815	ACM AUA Capital Management Camp Hill, Pennsylvania	$242K	-$38K	1	0.21%	Reduced
1816	GC Gilbert & Cook West Des Moines, Iowa	$242K	+$10.1K	1	0.08%	Increased
1817	NIM Northeast Investment Management Boston, Massachusetts	$242K	$0	1	0.02%	Maintained
1818	Atlantic Union Bankshares Glen Allen, Virginia	$241K	-$342K	1	0.07%	Reduced
1819	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$241K	+$251K	1	0.22%	New
1820	CA CastleArk Alternatives Chicago, Illinois	$241K	+$101K	1	0.14%	Increased
1821	IAM ICM Asset Management Spokane, Washington	$241K	$0	1	0.26%	Maintained
1822	SSG Summit Securities Group New York	$241K	+$252K	1	0.06%	New
1823	CI Chartist Inc Seal Beach, California	$239K	-$5.89K	1	0.11%	Reduced
1824	EMG ETF Managers Group Summit, New Jersey	$236K	+$30.2K	3	0.01%	Increased
1825	Integrated Wealth Concepts Waltham, Massachusetts	$236K	+$40.4K	1	0.09%	Increased