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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
1826	MCM Moerus Capital Management New York	$9.71M	$0	1	4.33%	Maintained
1827	WI Wahed Invest New York	$9.69M	-$657K	6	1.01%	Reduced
1828	WLG Williamson Legacy Group Carmel, Indiana	$9.69M	+$5.28M	4	4.81%	Increased
1829	MCM Mattern Capital Management Lakewood, Colorado	$9.67M	-$157K	1	1.13%	Reduced
1830	FDS Freedom Day Solutions Houston, Texas	$9.64M	-$2.19M	2	2.13%	Reduced
1831	GWM Greenwich Wealth Management Greenwich, Connecticut	$9.62M	+$311K	4	0.35%	Increased
1832	RiverFront Investment Group Richmond, Virginia	$9.62M	+$5.26M	6	0.13%	Increased
1833	TCM Twin Capital Management Mcmurray, Pennsylvania	$9.58M	+$1.4M	6	1.05%	Increased
1834	SIC SFE Investment Counsel Los Angeles, California	$9.57M	+$43.4K	3	1.29%	Increased
1835	MIM Meros Investment Management Dallas, Texas	$9.55M	-$1.8M	1	3.03%	Reduced
1836	SOS Silver Oak Securities Jackson, Tennessee	$9.54M	-$495K	7	0.58%	Reduced
1837	RIM Reliant Investment Management Memphis, Tennessee	$9.54M	+$65.3K	1	3.4%	Increased
1838	CNB Camden National Bank Camden, Maine	$9.54M	-$174K	2	1.24%	Reduced
1839	GPFA Game Plan Financial Advisors Westlake, Ohio	$9.54M	+$8.9K	6	3.54%	Increased
1840	BA Bellwether Advisors Lincoln, Nebraska	$9.52M	-$4.07M	4	1.41%	Reduced
1841	BJF Blue Jean Financial Albany, New York	$9.52M	+$5.33M	3	6.63%	Increased
1842	AWCI Alpine Woods Capital Investors Purchase, New York	$9.52M	+$1.51M	5	2.07%	Increased
1843	OCAI O'Connor Alternative Investments New York	$9.51M	+$9.93M	2	0.69%	New
1844	GIM Gold Investment Management Edmonton, Alberta, Canada	$9.5M	-$12.3K	5	2.58%	Reduced
1845	SAM Synergy Asset Management Vancouver, Washington	$9.49M	+$2.03M	7	0.89%	Increased
1846	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$9.48M	+$738K	11	2.08%	Increased
1847	CFD Creative Financial Designs Kokomo, Indiana	$9.47M	+$1.86M	28	0.45%	Increased
1848	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$9.45M	+$1.1M	4	1.88%	Increased
1849	PRP Peak Retirement Planning Columbus, Ohio	$9.44M	-$3.07M	3	1.49%	Reduced
1850	BWM Bulltick Wealth Management Miami, Florida	$9.43M	-$4.86M	1	1.92%	Reduced