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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
1951	MMG Monetary Management Group St Louis, Missouri	$61K	-$10.9K	2	0.02%	Reduced
1952	MFW Mosaic Family Wealth St. Louis, Missouri	$60K	$0	2	0.02%	Maintained
1953	WA WealthTrust-Arizona Scottsdale, Arizona	$58K	+$32.3K	4	0.03%	Increased
1954	QAM QCI Asset Management Pittsford, New York	$56K	-$33.1K	3	0.01%	Reduced
1955	CAL Capital Advisors Ltd Shaker Heights, Ohio	$55K	$0	1	0.02%	Maintained
1956	CIA CSat Investment Advisory Detroit, Michigan	$55K	+$53.1K	6	0.03%	New
1957	BWM Baystate Wealth Management Boston, Massachusetts	$54K	+$9.62K	6	0.01%	Increased
1958	AP Arlington Partners Birmingham, Alabama	$53K	+$18K	2	0.05%	Increased
1959	SIS Sound Income Strategies Ft Lauderdale, Florida	$53K	+$15K	10	0.03%	Increased
1960	HCM Horrell Capital Management Little Rock, Arkansas	$52K	+$21.2K	2	0.03%	Increased
1961	PCA Peddock Capital Advisors Braintree, Massachusetts	$50K	$0	1	0.03%	Maintained
1962	BAM Bruderman Asset Management Locust Valley, New York	$49K	-$23.8K	2	0.01%	Reduced
1963	BCA Bray Capital Advisors Naples, Florida	$48K	+$32.2K	2	0.02%	Increased
1964	CFD Creative Financial Designs Kokomo, Indiana	$48K	+$9.17K	6	0.03%	Increased
1965	DOA D'Orazio & Associates Falls Church, Virginia	$48K	-$5.47K	2	0.02%	Reduced
1966	LFG LifePlan Financial Group Dayton, Ohio	$46K	$0	2	0.03%	Maintained
1967	LYV Live Your Vision West Conshohocken, Pennsylvania	$46K	+$42.4K	1	0.02%	New
1968	Allworth Financial Folsom, California	$44K	-$6.39K	6	0%	Reduced
1969	FCB First Command Bank Fort Worth, Texas	$42K	-$8.5K	2	0.01%	Reduced
1970	FCFS First Command Financial Services Fort Worth, Texas	$42K	-$8.29K	2	0%	Reduced
1971	WAM Watermark Asset Management San Ramon, California	$42K	-$7.88K	2	0.02%	Reduced
1972	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$41.5K	$0	1	0.02%	Maintained
1973	SM Sabby Management Miami Beach, Florida	$40K	-$112K	1	0.01%	Reduced
1974	LJHT Laurie J. Hall Trustee	$39K	+$4.88K	3	0.02%	Increased
1975	CX Institutional Auburn, Indiana	$38K	+$39.7K	2	0.01%	New