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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
2026	HCM Hollencrest Capital Management Newport Beach, California	$49K	-$141K	1	0.01%	Reduced
2027	DAL David A. Lorber	$48K	-$13.4K	1	0.13%	Reduced
2028	HCM Horrell Capital Management Little Rock, Arkansas	$48K	$0	2	0.03%	Maintained
2029	WAM Watermark Asset Management San Ramon, California	$48K	+$8.45K	2	0.02%	Increased
2030	BWM Baystate Wealth Management Boston, Massachusetts	$47K	+$198	5	0.01%	Increased
2031	ECM Engine Capital Management New York	$46K	-$4.21M	1	0.03%	Reduced
2032	PCA Peddock Capital Advisors Braintree, Massachusetts	$46K	$0	1	0.03%	Maintained
2033	PW Price Wealth Austin, Texas	$45K	$0	2	0.02%	Maintained
2034	LFG LifePlan Financial Group Dayton, Ohio	$43K	$0	2	0.03%	Maintained
2035	LYV Live Your Vision West Conshohocken, Pennsylvania	$43K	-$10K	1	0.01%	Reduced
2036	WAS WESPAC Advisors SoCal Pasadena, California	$40K	+$8.93K	4	0.01%	Increased
2037	WCM Whitener Capital Management Rocky Mount, North Carolina	$39K	$0	1	0.03%	Maintained
2038	PO Private Ocean San Rafael, California	$38K	+$1.56K	2	0.01%	Increased
2039	LM Legg Mason Baltimore, Maryland	$36K	$0	1	3.03%	Maintained
2040	AP Arlington Partners Birmingham, Alabama	$35K	$0	1	0.02%	Maintained
2041	EWA Evolution Wealth Advisors Aventura, Florida	$35K	+$38.6K	1	0.02%	New
2042	FPB First PREMIER Bank Sioux Falls, South Dakota	$35K	+$11.8K	3	0.02%	Increased
2043	IC Inscription Capital Houston, Texas	$35K	+$40.6K	2	0.02%	New
2044	LJHT Laurie J. Hall Trustee	$35K	-$3.18K	3	0.02%	Reduced
2045	1NWS 1 North Wealth Services Annapolis, Maryland	$34K	+$37.3K	3	0.03%	New
2046	FLI Family Legacy Inc Greenville, South Carolina	$34K	$0	1	0.03%	Maintained
2047	MSA Marino Stram & Associates Braintree, Massachusetts	$34K	+$5.56K	6	0.03%	Increased
2048	ONST Old North State Trust Greensboro, North Carolina	$32K	-$34.4K	3	0.03%	Reduced
2049	AWM AllSquare Wealth Management Albany, New York	$31K	+$12.3K	2	0.03%	Increased
2050	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$30K	+$10.1K	1	0.01%	Increased