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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	PIA Pinion Investment Advisors Wichita, Kansas	$250K	+$237K	1	0.44%	New
1952	MFS Madrona Financial Services Everett, Washington	$249K	$0	1	0.27%	Maintained
1953	BW Biegel & Waller Columbia, Maryland	$247K	+$222K	1	0.13%	New
1954	NAM NTV Asset Management Charleston, West Virginia	$245K	+$14.1K	1	0.07%	Increased
1955	FWM Focused Wealth Management Newburgh, New York	$244K	$0	6	0.07%	Maintained
1956	NFGCM Norman Fields Gottscho Capital Management New York	$244K	+$225K	1	0.13%	New
1957	PIA Phoenix Investment Adviser New York	$244K	$0	1	0.53%	Maintained
1958	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$244K	+$13.3K	1	0.15%	Increased
1959	AC Addison Capital Conshohocken, Pennsylvania	$242K	-$3.72K	1	0.18%	Reduced
1960	CI Capital Innovations Pewaukee, Wisconsin	$241K	-$84.4K	1	0.63%	Reduced
1961	EC EMS Capital New York	$240K	-$240K	1	0.02%	Reduced
1962	GAM Garrison Asset Management Fayetteville, Arkansas	$239K	+$227K	1	0.13%	New
1963	SCM Salem Capital Management Woburn, Massachusetts	$239K	+$220K	1	0.13%	New
1964	SG StoneX Group New York	$236K	+$223K	1	0.18%	New
1965	TA Thor Advisors New York	$236K	+$222K	5	2.93%	New
1966	PIM Penobscot Investment Management Boston, Massachusetts	$235K	+$216K	1	0.05%	New
1967	CGL Clarius Group LLC Seattle, Washington	$234K	+$222K	1	0.06%	New
1968	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$234K	+$215K	1	0.07%	New
1969	FBT First Bank & Trust Brookings, South Dakota	$234K	-$20.2K	2	0.18%	Reduced
1970	Jones Financial Companies Des Peres, Missouri	$234K	+$222K	1	0%	New
1971	ACM AUA Capital Management Camp Hill, Pennsylvania	$233K	$0	1	0.19%	Maintained
1972	HRT Financial New York	$232K	-$843K	1	0.04%	Reduced
1973	MFW Meristem Family Wealth Minnetonka, Minnesota	$232K	+$220K	1	0.08%	New
1974	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$232K	+$220K	1	0.14%	New
1975	CAN Claraphi Advisory Network Aliso Viejo, United States	$229K	-$41.5K	1	0.14%	Reduced