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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
2126	MAM Marquette Asset Management Minneapolis, Minnesota	$72K	$0	1	0.02%	Maintained
2127	MCA Mercer Capital Advisers Little Silver, New Jersey	$71K	-$30.9K	1	0.05%	Reduced
2128	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$70K	+$67.3K	2	0.02%	New
2129	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$67K	+$21	3	0.04%	Increased
2130	JAM JCIC Asset Management Toronto, Ontario, Canada	$67K	-$868K	1	0.03%	Reduced
2131	PO Private Ocean San Rafael, California	$67K	+$50.3K	4	0.02%	Increased
2132	ECM Engine Capital Management New York	$64K	$0	1	0.03%	Maintained
2133	HFP Holistic Financial Partners Indianapolis, Indiana	$64K	$0	1	0.06%	Maintained
2134	BC Barnett & Company Chattanooga, Tennessee	$63K	+$7.51K	7	0.04%	Increased
2135	CAL Capital Advisors Ltd Shaker Heights, Ohio	$63K	$0	1	0.02%	Maintained
2136	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$63K	-$3.68M	1	0%	Reduced
2137	Allworth Financial Folsom, California	$62K	+$36.6K	6	0%	Increased
2138	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$62K	-$10.8K	8	0.03%	Reduced
2139	ONST Old North State Trust Greensboro, North Carolina	$61K	+$13.1K	3	0.04%	Increased
2140	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$60.3K	$0	1	0.03%	Maintained
2141	HCM Horrell Capital Management Little Rock, Arkansas	$59K	$0	2	0.03%	Maintained
2142	LFG LifePlan Financial Group Dayton, Ohio	$59K	$0	3	0.03%	Maintained
2143	FNBOSM First National Bank of South Miami South Miami, Florida	$56K	$0	1	0.05%	Maintained
2144	MCM McMillion Capital Management Greensboro, North Carolina	$55K	$0	2	0.03%	Maintained
2145	CF CNA Financial Chicago, Illinois	$54K	-$1.84M	1	0.01%	Reduced
2146	Pathstone Family Office Englewood, New Jersey	$54K	+$5.52K	3	0.01%	Increased
2147	WCM Whitener Capital Management Rocky Mount, North Carolina	$54K	$0	1	0.03%	Maintained
2148	WCM Wealthcare Capital Management Richmond, Virginia	$53K	+$52.1K	1	0.01%	New
2149	DOA D'Orazio & Associates Falls Church, Virginia	$52K	+$3.39K	3	0.02%	Increased
2150	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$50K	+$281	8	0.06%	Increased