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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	MFS Madrona Financial Services Everett, Washington	$236K	$0	1	0.19%	Maintained
1827	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$236K	+$23.6K	1	2.04%	Increased
1828	VCM Versant Capital Management Phoenix, Arizona	$236K	-$22.9K	10	0.1%	Reduced
1829	AT Argent Trust San Antonio, Texas	$234K	$0	1	0.06%	Maintained
1830	Jones Financial Companies Des Peres, Missouri	$234K	-$190K	1	0%	Reduced
1831	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$232K	+$234K	1	0.04%	New
1832	KA KLCM Advisors Milwaukee, Wisconsin	$232K	-$4.59M	1	0.06%	Reduced
1833	RIM Reliant Investment Management Memphis, Tennessee	$231K	$0	1	0.17%	Maintained
1834	JCM Jacobi Capital Management Pittston, Pennsylvania	$229K	+$157K	3	0.07%	Increased
1835	BW Biegel & Waller Columbia, Maryland	$228K	$0	1	0.14%	Maintained
1836	Crestwood Advisors Group Boston, Massachusetts	$228K	-$269K	1	0.02%	Reduced
1837	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$225K	$0	1	0.11%	Maintained
1838	Colony Group Boston, Massachusetts	$224K	+$233K	1	0.01%	New
1839	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$224K	$0	1	0.03%	Maintained
1840	RCM RB Capital Management Reno, Nevada	$224K	-$14.9K	1	0.18%	Reduced
1841	RIM Redwood Investment Management Scottsdale, Arizona	$223K	+$229K	1	0.07%	New
1842	FAM Fortaleza Asset Management Chicago, Illinois	$222K	$0	1	1.35%	Maintained
1843	LA Lucus Advisors New York	$222K	-$752K	1	0.39%	Reduced
1844	PAM Premier Asset Management Chicago, Illinois	$222K	+$225K	1	0.05%	New
1845	OAM Origin Asset Management London, United Kingdom	$220K	-$425K	1	0.01%	Reduced
1846	GAM Gould Asset Management Claremont, California	$217K	+$15.4K	1	0.1%	Increased
1847	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$217K	$0	1	0.18%	Maintained
1848	SIM SSI Investment Management Los Angeles, California	$217K	-$3.69K	1	0.02%	Reduced
1849	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$216K	$0	1	0.03%	Maintained
1850	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$214K	$0	1	0.08%	Maintained