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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	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$276K	+$997	1	0.07%	Increased
2127	ACM AUA Capital Management Camp Hill, Pennsylvania	$275K	$0	1	0.23%	Maintained
2128	AAM Aureus Asset Management Boston, Massachusetts	$275K	$0	1	0.03%	Maintained
2129	JWCA J.W. Cole Advisors Tampa, Florida	$275K	+$265K	1	0.03%	New
2130	TFCP Twin Focus Capital Partners Boston, Massachusetts	$275K	+$249K	1	0.09%	New
2131	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$274K	-$774K	1	0.01%	Reduced
2132	AWA Arete Wealth Advisors Chicago, Illinois	$273K	-$26.2K	1	0.05%	Reduced
2133	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$273K	$0	1	0.14%	Maintained
2134	PAM PVG Asset Management Golden, Colorado	$271K	-$117K	1	0.38%	Reduced
2135	BBNA Bremer Bank National Association St Paul, Minnesota	$271K	-$20.4K	1	0.06%	Reduced
2136	Empirical Wealth Management Seattle, Washington	$269K	+$252K	1	0.03%	New
2137	NL NKCFO LLC Geneva, Illinois	$269K	$0	2	0.2%	Maintained
2138	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$267K	$0	1	0.11%	Maintained
2139	IC InterOcean Capital Chicago, Illinois	$267K	$0	1	0.02%	Maintained
2140	CF Centaurus Financial Anaheim, California	$266K	+$265K	2	0.04%	New
2141	EIP Easterly Investment Partners Beverly, Massachusetts	$266K	$0	1	0.01%	Maintained
2142	TCI Wealth Advisors Tucson, Arizona	$266K	+$115K	15	0.1%	Increased
2143	FBT First Bank & Trust Brookings, South Dakota	$264K	+$48.5K	4	0.19%	Increased
2144	HCM Hollencrest Capital Management Newport Beach, California	$264K	-$77.3K	2	0.03%	Reduced
2145	AP Atwood & Palmer Kansas City, Missouri	$263K	$0	1	0.03%	Maintained
2146	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$263K	$0	1	0.04%	Maintained
2147	Arkadios Wealth Advisors Atlanta, Georgia	$261K	+$241K	7	0.16%	New
2148	CG Cynosure Group Salt Lake City, Utah	$261K	$0	1	0.14%	Maintained
2149	ETI Enterprise Trust & Investment Los Gatos, California	$260K	$0	1	0.15%	Maintained
2150	IC Intersect Capital San Ramon, California	$260K	$0	1	0.09%	Maintained