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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	MRCM M&R Capital Management Summit, New Jersey	$305K	$0	3	0.08%	Maintained
2102	OCG Opus Capital Group Cincinnati, Ohio	$305K	+$45.1K	1	0.09%	Increased
2103	PWMG Prestige Wealth Management Group Flemington, New Jersey	$304K	-$85.5K	11	0.11%	Reduced
2104	BFO Boston Family Office Boston, Massachusetts	$303K	$0	1	0.03%	Maintained
2105	CIC Chase Investment Counsel Charlottesville, Virginia	$303K	+$286K	1	0.15%	New
2106	HIC Hartline Investment Corp Winnetka, Illinois	$302K	+$289K	1	0.06%	New
2107	SG StoneX Group New York	$302K	-$3.29K	1	0.11%	Reduced
2108	BRA Blue Rock Advisors Wayzata, Minnesota	$299K	+$279K	1	1.14%	New
2109	PTP Platform Technology Partners New York	$299K	-$97.6K	1	0.21%	Reduced
2110	GSWM Golden State Wealth Management Santa Ana, California	$298K	+$40.4K	1	0.08%	Increased
2111	HCMNY Howard Capital Management (New York) New York	$298K	-$2.63K	1	0.04%	Reduced
2112	MCA Magnolia Capital Advisors Jackson, Mississippi	$298K	-$35.1K	1	0.38%	Reduced
2113	KAM Karani Asset Management New York	$296K	$0	1	0.23%	Maintained
2114	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$295K	-$6.28K	1	0.21%	Reduced
2115	SPC Stewart & Patten Company Lafayette, California	$295K	$0	1	0.06%	Maintained
2116	GJIC Gamble Jones Investment Counsel Pasadena, California	$294K	$0	1	0.02%	Maintained
2117	NCM Northside Capital Management Hood River, Oregon	$293K	+$21.4K	1	0.1%	Increased
2118	CA Cambridge Advisors Omaha, Nebraska	$292K	$0	1	0.09%	Maintained
2119	BS Bessemer Securities New York	$290K	$0	1	0.15%	Maintained
2120	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$288K	+$287K	1	0.2%	New
2121	HL HeadInvest LLC Portland, Maine	$288K	$0	1	0.09%	Maintained
2122	BCM Buckhead Capital Management Atlanta, Georgia	$287K	+$274K	1	0.09%	New
2123	MFS Madrona Financial Services Everett, Washington	$286K	-$12K	1	0.2%	Reduced
2124	Brighton Jones LLC Seattle, Washington	$285K	-$16.2K	1	0.02%	Reduced
2125	PFG PAX Financial Group San Antonio, Texas	$283K	+$266K	1	0.11%	New