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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
2101	SHA Seneca House Advisors Richmond, Virginia	$6.72M	+$1.07M	2	2.38%	Increased
2102	DA Doliver Advisors Houston, Texas	$6.71M	+$1.46M	3	1.52%	Increased
2103	Choate Investment Advisors Boston, Massachusetts	$6.7M	+$984K	7	0.12%	Increased
2104	TPC Twin Peaks Capital Hong Kong,	$6.7M	$0	1	3.3%	Maintained
2105	PCS Personal CFO Solutions Chester, New Jersey	$6.69M	+$147K	13	0.97%	Increased
2106	PT Plimoth Trust Plymouth, Massachusetts	$6.68M	+$36.7K	3	1.33%	Increased
2107	AIM Aigen Investment Management New York	$6.66M	+$2.78M	8	1.82%	Increased
2108	GAA Guardian Asset Advisors Mechanicsburg, Pennsylvania	$6.65M	+$1.28M	4	3.07%	Increased
2109	SWM SeaCrest Wealth Management Purchase, New York	$6.64M	+$1.58M	11	0.74%	Increased
2110	XF XML Financial Bethesda, Maryland	$6.63M	+$1.01M	10	0.48%	Increased
2111	JAM JW Asset Management Miami Beach, Florida	$6.61M	-$1.04M	1	2.07%	Reduced
2112	CFP Catalyst Financial Partners Boston, Massachusetts	$6.61M	+$808K	12	0.66%	Increased
2113	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$6.61M	-$174K	34	0.63%	Reduced
2114	KHCM Kirtland Hills Capital Management Bratenahl, Ohio	$6.6M	+$86.2K	2	1.88%	Increased
2115	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$6.6M	-$60.2K	2	2.23%	Reduced
2116	HCM Hollencrest Capital Management Newport Beach, California	$6.6M	+$2.1M	23	0.43%	Increased
2117	CFCI Comprehensive Financial Consultants Institutional Bloomington, Indiana	$6.57M	+$50.8K	1	1.74%	Increased
2118	CIA Caerus Investment Advisors West Lake Hills, Texas	$6.56M	+$492K	8	2.19%	Increased
2119	SCA Sage Capital Advisors Sioux Falls, South Dakota	$6.56M	+$47.6K	1	1.36%	Increased
2120	MFS Mattson Financial Services Kentwood, Michigan	$6.56M	-$846K	4	1.37%	Reduced
2121	DIM Delta Investment Management San Francisco, California	$6.56M	-$1.12M	4	1.08%	Reduced
2122	WSCM Wellington Shields Capital Management New York	$6.55M	+$757K	9	0.83%	Increased
2123	CAM Cander Asset Management New York	$6.55M	-$29.8M	2	1.21%	Reduced
2124	Susquehanna Advisors Group Bala Cynwyd, Pennsylvania	$6.54M	+$2.84M	4	0.11%	Increased
2125	AWA Aaron Wealth Advisors Chicago, Illinois	$6.53M	+$148K	5	0.33%	Increased