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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	OC Oarsman Capital Milwaukee, Wisconsin	$603K	+$101K	1	0.3%	Increased
1877	JCM Jacobi Capital Management Pittston, Pennsylvania	$602K	-$733	6	0.11%	Reduced
1878	KA Kovack Advisors Ft. Lauderdale, Florida	$602K	+$94.7K	2	0.12%	Increased
1879	TNB Thomasville National Bank Thomasville, Georgia	$601K	+$184K	2	0.09%	Increased
1880	FHA Flagship Harbor Advisors Boston, Massachusetts	$600K	+$173K	16	0.09%	Increased
1881	MFG Monte Financial Group Guilford, Connecticut	$599K	+$177K	1	0.47%	Increased
1882	AIC Argus Investors Counsel New York	$598K	+$111K	1	0.29%	Increased
1883	Homrich & Berg Atlanta, Georgia	$597K	+$276K	2	0.02%	Increased
1884	NAS Nicolet Advisory Services Green Bay, Wisconsin	$597K	-$21.6K	2	0.09%	Reduced
1885	Venture Visionary Partners Sylvania, Ohio	$597K	+$189K	3	0.17%	Increased
1886	Wilmington Savings Fund Society Wilmington, Delaware	$595K	-$345K	2	0.03%	Reduced
1887	VFM Viking Fund Management Minot, North Dakota	$594K	+$524K	1	0.22%	New
1888	FFG Fortem Financial Group Palm Desert, California	$592K	-$142K	1	0.46%	Reduced
1889	LC Lindbrook Capital Calabasas, California	$592K	-$110K	18	0.18%	Reduced
1890	RI Ridgewood Investments Springfield, New Jersey	$591K	-$25.2K	1	0.49%	Reduced
1891	RCA Resonant Capital Advisors Madison, Wisconsin	$589K	-$236K	1	0.17%	Reduced
1892	Sequoia Financial Advisors Akron, Ohio	$589K	-$2.06K	1	0.03%	Reduced
1893	TFA Toth Financial Advisory Leesburg, Virginia	$589K	+$220K	6	0.13%	Increased
1894	H HoyleCohen San Diego, California	$587K	-$79.5K	1	0.1%	Reduced
1895	MLL Moody Lynn & Lieberson Boston, Massachusetts	$585K	+$313K	2	0.06%	Increased
1896	Mather Group Chicago, Illinois	$581K	-$33.8K	2	0.03%	Reduced
1897	WA1 Wimmer Associates 1 Pasadena, California	$581K	-$1.78K	1	0.45%	Reduced
1898	PMFA Plante Moran Financial Advisors Southfield, Michigan	$578K	+$18.8K	8	0.23%	Increased
1899	SC Scholtz & Company Stamford, Connecticut	$578K	+$191K	1	0.29%	Increased
1900	CPO Cerity Partners OCIO New York	$576K	+$237K	2	0.03%	Increased