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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	DA Doliver Advisors Houston, Texas	$292K	-$2.45K	1	0.12%	Reduced
1827	FDS First Dallas Securities Dallas, Texas	$292K	-$211K	1	0.18%	Reduced
1828	KWMG King Wealth Management Group Naples, Florida	$291K	$0	1	0.09%	Maintained
1829	Hills Bank & Trust North Liberty, Iowa	$290K	$0	1	0.08%	Maintained
1830	CI Capital Innovations Pewaukee, Wisconsin	$288K	+$316K	1	0.7%	New
1831	GF Goodman Financial Houston, Texas	$288K	$0	1	0.14%	Maintained
1832	Avantax Planning Partners Dubuque, Iowa	$285K	+$287K	10	0.02%	New
1833	EA Elm Advisors Burlingame, California	$285K	+$3.24K	2	0.19%	Increased
1834	CAAS Capital Asset Advisory Services Williamston, Michigan	$283K	-$8.42K	1	0.24%	Reduced
1835	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$283K	-$80.9K	1	0.24%	Reduced
1836	WIM Wittenberg Investment Management Carlisle, Massachusetts	$281K	$0	1	0.12%	Maintained
1837	GPC Glacier Peak Capital Bellevue, Washington	$280K	-$830K	1	0.31%	Reduced
1838	SMFS Squar Milner Financial Services Irvine, California	$280K	+$15.1K	9	0.25%	Increased
1839	TD Ameritrade Investment Management Omaha, Nebraska	$279K	+$234K	4	0%	Increased
1840	BFO Boston Family Office Boston, Massachusetts	$278K	$0	1	0.03%	Maintained
1841	AC Addison Capital Conshohocken, Pennsylvania	$276K	$0	1	0.21%	Maintained
1842	RR Robotti Robert	$275K	$0	1	0.07%	Maintained
1843	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$274K	-$45.9K	8	0.16%	Reduced
1844	SIC Shoker Investment Counsel Oxford, Ohio	$273K	$0	1	0.2%	Maintained
1845	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$273K	-$107K	1	0.08%	Reduced
1846	ACM Argyle Capital Management Center Valley, Pennsylvania	$272K	$0	1	0.1%	Maintained
1847	KC KHP Capital Tulsa, Oklahoma	$272K	+$254K	1	0.17%	New
1848	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$272K	+$258K	4	0.11%	New
1849	WPC Waters Parkerson & Co New Orleans, Louisiana	$272K	-$1.38K	1	0.02%	Reduced
1850	CAM Centre Asset Management New York	$266K	+$272K	1	0.06%	New