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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
2051	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$351K	+$43.6K	2	0.04%	Increased
2052	MCA Magnolia Capital Advisors Jackson, Mississippi	$350K	+$329K	1	0.33%	New
2053	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$350K	$0	1	0.23%	Maintained
2054	Mesirow Financial Investment Management Chicago, Illinois	$348K	-$12.4K	1	1.47%	Reduced
2055	DA Doliver Advisors Houston, Texas	$347K	-$40.5K	1	0.14%	Reduced
2056	DA Dillon & Associates Jackson, Michigan	$346K	$0	1	0.1%	Maintained
2057	GTCM Gyon Technologies Capital Management Denville, New Jersey	$343K	+$312K	1	0.23%	New
2058	Meridian Wealth Management Lexington, Kentucky	$339K	-$325K	1	0.16%	Reduced
2059	BCM Birmingham Capital Management Birmingham, Alabama	$338K	-$84.1K	1	0.15%	Reduced
2060	GBA Garrison Bradford & Associates New York	$337K	+$326K	1	0.42%	New
2061	RR Robotti Robert	$336K	$0	1	0.11%	Maintained
2062	HCMNY Howard Capital Management (New York) New York	$335K	-$8.22K	1	0.04%	Reduced
2063	WPA West Paces Advisors Atlanta, Georgia	$335K	+$27.5K	7	0.18%	Increased
2064	FWSM First Wilshire Securities Management Pasadena, California	$331K	-$595K	1	0.12%	Reduced
2065	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$331K	+$310K	1	0.24%	New
2066	WBC West Branch Capital Amherst, Massachusetts	$330K	-$33.6K	1	0.23%	Reduced
2067	CFD Creative Financial Designs Kokomo, Indiana	$329K	-$2.07K	2	0.15%	Reduced
2068	TAM Tradition Asset Management Richmond, Virginia	$328K	$0	1	0.08%	Maintained
2069	WFG Wills Financial Group Richmond, Virginia	$328K	+$18.8K	1	0.19%	Increased
2070	EC EJF Capital Arlington, Virginia	$327K	+$343K	1	0.03%	New
2071	VCM Vigilant Capital Management Portland, Maine	$326K	$0	4	0.04%	Maintained
2072	AP Advisors Preferred Rockville, Maryland	$325K	+$293K	1	0.09%	Increased
2073	WIM Wilen Investment Management Bonita Springs, Florida	$321K	-$17.8K	1	0.25%	Reduced
2074	SWM Stockman Wealth Management Billings, Montana	$319K	$0	1	0.11%	Maintained
2075	AWM Altavista Wealth Management Asheville, North Carolina	$318K	+$35.5K	1	0.09%	Increased