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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	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$251K	$0	1	0.22%	Maintained
1802	KWMG King Wealth Management Group Naples, Florida	$251K	$0	1	0.09%	Maintained
1803	BAM Brave Asset Management Summit, New Jersey	$249K	+$17.7K	2	0.14%	Increased
1804	Hills Bank & Trust North Liberty, Iowa	$249K	-$27.8K	1	0.07%	Reduced
1805	Merriman Wealth Management Seattle, Washington	$249K	-$17K	1	0.06%	Reduced
1806	IC InterOcean Capital Chicago, Illinois	$248K	+$14.7K	1	0.03%	Increased
1807	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$245K	$0	1	0.1%	Maintained
1808	GCA Greenwood Capital Associates Greenwood, South Carolina	$245K	+$239K	1	0.06%	New
1809	HCM Hilton Capital Management Garden City, New York	$243K	+$210K	4	0.04%	New
1810	HM Payson & Co Portland, Maine	$243K	$0	2	0.01%	Maintained
1811	CAAS Capital Asset Advisory Services Williamston, Michigan	$241K	-$70.9K	1	0.22%	Reduced
1812	SI Sensato Investors San Francisco, California	$241K	+$255K	1	0.04%	New
1813	SMFS Squar Milner Financial Services Irvine, California	$241K	+$238K	8	0.21%	New
1814	CI Chartist Inc Seal Beach, California	$240K	-$5.25K	1	0.11%	Reduced
1815	Integrated Wealth Concepts Waltham, Massachusetts	$240K	+$13.3K	1	0.08%	Increased
1816	WA1 Wimmer Associates 1 Pasadena, California	$240K	+$235K	1	0.21%	New
1817	PCM Perkins Capital Management Wayzata, Minnesota	$238K	+$247K	1	0.17%	New
1818	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$237K	-$29.2K	2	0.03%	Reduced
1819	HA Hays Advisory Franklin, Tennessee	$236K	-$22.7K	1	0.13%	Reduced
1820	Krilogy Financial St. Louis, Missouri	$236K	-$65K	1	0.06%	Reduced
1821	SIC Shoker Investment Counsel Oxford, Ohio	$236K	+$244K	1	0.18%	New
1822	BW Biegel & Waller Columbia, Maryland	$235K	$0	1	0.15%	Maintained
1823	GF Goodman Financial Houston, Texas	$234K	$0	1	0.11%	Maintained
1824	MFS Madrona Financial Services Everett, Washington	$234K	-$15K	1	0.19%	Reduced
1825	EA Elm Advisors Burlingame, California	$233K	-$77K	1	0.18%	Reduced