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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
1876	FAN Financial Advisors Network Tustin, California	$348K	+$19.3K	1	0.19%	Increased
1877	CRWM Castle Rock Wealth Management Walnut Creek, California	$347K	+$345K	1	0.39%	New
1878	RTC Riverview Trust Company Vancouver, Washington	$347K	-$16K	3	0.24%	Reduced
1879	OFW Omnia Family Wealth Aventura, Florida	$346K	-$122K	1	0.17%	Reduced
1880	SXL Summit X LLC Chesterfield, Missouri	$346K	+$15.8K	1	0.14%	Increased
1881	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$344K	-$708K	3	0.47%	Reduced
1882	GIA Gargoyle Investment Advisor Englewood, New Jersey	$343K	$0	1	0.38%	Maintained
1883	WI Wedgewood Investors Erie, Pennsylvania	$343K	$0	1	0.49%	Maintained
1884	Evergreen Capital Management Bellevue, Washington	$342K	$0	1	0.03%	Maintained
1885	RCS Retirement Capital Strategies San Jose, California	$342K	$0	1	0.17%	Maintained
1886	BCM Birmingham Capital Management Birmingham, Alabama	$341K	$0	1	0.15%	Maintained
1887	CIM Contravisory Investment Management Norwell, Massachusetts	$341K	+$6.78K	2	0.13%	Increased
1888	PP PDT Partners New York	$341K	+$57	1	0.02%	Increased
1889	HCMNY Howard Capital Management (New York) New York	$339K	$0	1	0.05%	Maintained
1890	TFA Toth Financial Advisory Leesburg, Virginia	$334K	+$303K	3	0.07%	Increased
1891	VV Verity & Verity Beaufort, South Carolina	$334K	+$339K	2	0.07%	New
1892	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$330K	-$35.7K	1	0.23%	Reduced
1893	CM CoreCommodity Management Stamford, Connecticut	$328K	$0	1	0.18%	Maintained
1894	TCB Texas Capital Bancshares Dallas, Texas	$327K	$0	1	0.55%	Maintained
1895	BIA Bigelow Investment Advisors Portland, Maine	$325K	-$26.7K	1	0.22%	Reduced
1896	RIM Regent Investment Management Louisville, Kentucky	$324K	$0	1	0.11%	Maintained
1897	CB CNB Bank Clearfield, Pennsylvania	$323K	+$175K	7	0.28%	Increased
1898	CA Corrado Advisors Ramsey, New Jersey	$323K	+$277K	2	0.29%	Increased
1899	GPA Garrison Point Advisors Walnut Creek, California	$323K	$0	1	0.32%	Maintained
1900	CDH Charles D. Hyman	$321K	+$12.1K	1	0.03%	Increased