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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	EGA E&G Advisors Houston, Texas	$416K	+$9.83K	1	0.18%	Increased
1827	HCM Hollencrest Capital Management Newport Beach, California	$414K	+$389K	2	0.05%	New
1828	MCM Maryland Capital Management Towson, Maryland	$414K	-$105K	1	0.05%	Reduced
1829	PC Port Capital Chicago, Illinois	$413K	$0	1	0.05%	Maintained
1830	MJP Michael J. Puzo	$410K	-$48K	1	0.15%	Reduced
1831	MBT Montecito Bank & Trust Santa Barbara, California	$409K	+$16.2K	1	0.12%	Increased
1832	Ashton Thomas Private Wealth Scottsdale, Arizona	$408K	+$2.91K	1	0.16%	Increased
1833	WA1 Wimmer Associates 1 Pasadena, California	$408K	+$7.61K	1	0.36%	Increased
1834	AAP Ardsley Advisory Partners Stamford, Connecticut	$407K	-$306K	1	0.06%	Reduced
1835	MFG MidWestOne Financial Group Iowa City, Iowa	$401K	+$384K	1	0.11%	New
1836	ACC Accident Compensation Corp Wellington, New Zealand	$396K	+$39.9K	1	0.1%	Increased
1837	PP PDS Planning Dublin, Ohio	$396K	$0	1	0.29%	Maintained
1838	WA Wheatland Advisors Lancaster, Pennsylvania	$395K	$0	1	0.3%	Maintained
1839	LTI Laffer Tengler Investments Nashville, Tennessee	$393K	-$473K	1	0.34%	Reduced
1840	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$392K	-$4.49K	1	0.2%	Reduced
1841	OneDigital Investment Advisors Overland Park, Kansas	$392K	+$85.3K	8	0.03%	Increased
1842	Integrated Wealth Concepts Waltham, Massachusetts	$391K	+$134K	2	0.05%	Increased
1843	CA Cambridge Advisors Omaha, Nebraska	$389K	$0	1	0.13%	Maintained
1844	CCG Cypress Capital Group Palm Beach, Florida	$389K	+$31.2K	1	0.08%	Increased
1845	AIM Advantage Investment Management Cedar Rapids, Iowa	$387K	+$13.9K	7	0.3%	Increased
1846	SCM Sandler Capital Management New York	$387K	+$393K	1	0.03%	New
1847	NB Northwest Bancshares Warren, Pennsylvania	$386K	$0	1	0.16%	Maintained
1848	B Bellecapital Zurich, Switzerland	$385K	+$26.4K	1	0.24%	Increased
1849	CL CSS LLC Chicago, Illinois	$385K	+$386K	3	0.02%	New
1850	NC Noked Capital Tel Aviv, Israel	$384K	+$365K	1	0.47%	New