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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	POIA Pin Oak Investment Advisors Houston, Texas	$423K	+$8.64K	4	0.34%	Increased
1802	AIP Ahrens Investment Partners Lafayette, Louisiana	$422K	-$173K	1	0.19%	Reduced
1803	HWA HCR Wealth Advisors Los Angeles, California	$422K	+$60.6K	1	0.12%	New
1804	RIG Renaissance Investment Group Lenox, Massachusetts	$422K	-$17.3K	1	0.17%	Reduced
1805	TNB Thomasville National Bank Thomasville, Georgia	$422K	+$5.26K	1	0.08%	Increased
1806	CAM Columbia Asset Management Ann Arbor, Michigan	$420K	+$104K	2	0.11%	Increased
1807	GSWM Golden State Wealth Management Santa Ana, California	$416K	+$391K	5	0.14%	New
1808	Citizens Financial Group Providence, Rhode Island	$409K	+$7.36K	5	0.03%	Increased
1809	NB Nicolet Bankshares Green Bay, Wisconsin	$406K	$0	1	0.17%	Maintained
1810	MAM Mastrapasqua Asset Management Nashville, Tennessee	$405K	+$706	1	0.08%	Increased
1811	PC Port Capital Chicago, Illinois	$400K	-$76	1	0.05%	Reduced
1812	AI ArchPoint Investors Coral Gables, Florida	$399K	$0	1	0.12%	Maintained
1813	PCP Proficio Capital Partners Newton, Massachusetts	$399K	+$34.2K	13	0.14%	Increased
1814	HBK Sorce Advisory Erie, Pennsylvania	$397K	+$78.5K	1	0.04%	Increased
1815	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$396K	-$307K	1	0.21%	Reduced
1816	KPCM Kings Point Capital Management Great Neck, New York	$394K	$0	3	0.08%	Maintained
1817	CL CIM LLC Albany, New York	$393K	+$349K	2	0.14%	New
1818	Ashton Thomas Private Wealth Scottsdale, Arizona	$392K	+$371K	1	0.16%	New
1819	FFM Fullerton Fund Management Singapore	$391K	$0	1	0.14%	Maintained
1820	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$387K	$0	1	0.06%	Maintained
1821	PP PDS Planning Dublin, Ohio	$383K	+$7.24K	1	0.3%	Increased
1822	WA Wheatland Advisors Lancaster, Pennsylvania	$382K	-$7.63K	1	0.29%	Reduced
1823	ACC Accident Compensation Corp Wellington, New Zealand	$380K	-$351K	1	0.1%	Reduced
1824	MBT Montecito Bank & Trust Santa Barbara, California	$379K	+$359K	1	0.12%	New
1825	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$379K	$0	1	0.24%	Maintained