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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
1851	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$265K	-$10.7K	1	0.22%	Reduced
1852	SCA Sippican Capital Advisors Boston, Massachusetts	$265K	-$49.1K	1	0.31%	Reduced
1853	TFA Transamerica Financial Advisors St. Petersburg, Florida	$263K	+$13.1K	4	0.06%	Increased
1854	BLA Balter Liquid Alternatives Boston, Massachusetts	$262K	+$291K	1	0.21%	New
1855	HM Payson & Co Portland, Maine	$262K	+$6.05K	2	0.01%	Increased
1856	IAM ICM Asset Management Spokane, Washington	$261K	$0	1	0.18%	Maintained
1857	AFP Ausdal Financial Partners Davenport, Iowa	$258K	+$1.08K	2	0.07%	Increased
1858	CAC Certified Advisory Corp Altamonte Springs, Florida	$257K	+$59.7K	4	0.12%	Increased
1859	OneDigital Investment Advisors Overland Park, Kansas	$257K	-$46.4K	6	0.06%	Reduced
1860	CRWM Castle Rock Wealth Management Walnut Creek, California	$255K	-$155K	1	0.41%	Reduced
1861	NIM Northeast Investment Management Boston, Massachusetts	$254K	$0	1	0.02%	Maintained
1862	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$253K	+$164	2	0.18%	Increased
1863	CFGS Concourse Financial Group Securities Birmingham, Alabama	$252K	+$250K	13	0.07%	New
1864	ACM AUA Capital Management Camp Hill, Pennsylvania	$251K	$0	1	0.2%	Maintained
1865	Merriman Wealth Management Seattle, Washington	$251K	$0	1	0.05%	Maintained
1866	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$251K	+$234K	1	0.22%	New
1867	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$250K	$0	1	0.15%	Maintained
1868	VCM Violich Capital Management San Francisco, California	$250K	-$20.5K	1	0.06%	Reduced
1869	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$248K	$0	1	0.08%	Maintained
1870	BTNA Bremer Trust National Association St. Cloud, Minnesota	$248K	-$26.1K	1	0.06%	Reduced
1871	CPH C Partners Holding Zurich, Switzerland	$247K	-$192K	2	0.09%	Reduced
1872	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$247K	+$244K	7	0.15%	New
1873	HFS Haverford Financial Services Radnor, Pennsylvania	$245K	+$2.94K	1	0.09%	Increased
1874	CPP Crow Point Partners Boston, Massachusetts	$244K	+$237K	1	0.04%	New
1875	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$244K	$0	1	0.11%	Maintained