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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
2151	&Partners Nashville, Tennessee	$260K	+$266K	1	0.31%	New
2152	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$260K	+$259K	1	0.07%	New
2153	NCM Northside Capital Management Hood River, Oregon	$259K	$0	1	0.09%	Maintained
2154	PL PWMCO LLC Chicago, Illinois	$259K	$0	1	0.06%	Maintained
2155	MCC Malaga Cove Capital Pv Estates, California	$258K	-$408K	1	0.16%	Reduced
2156	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$258K	$0	1	0.18%	Maintained
2157	WB West Bancorporation West Des Moines, Iowa	$257K	+$241K	1	0.26%	New
2158	XM XTX Markets New York	$257K	+$255K	1	1.81%	New
2159	ACM Argyle Capital Management Center Valley, Pennsylvania	$256K	$0	1	0.09%	Maintained
2160	PAM Palisade Asset Management Minneapolis, Minnesota	$256K	-$37.2K	1	0.04%	Reduced
2161	SIC Shoker Investment Counsel Oxford, Ohio	$255K	-$5.15K	1	0.17%	Reduced
2162	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$254K	+$238K	1	0.07%	New
2163	CRCM Corbett Road Capital Management Mclean, Virginia	$253K	+$251K	1	0.25%	New
2164	MPCG Matrix Private Capital Group New York	$253K	+$244K	1	0.27%	New
2165	SW SlateStone Wealth Jupiter, Florida	$253K	+$63.4K	1	0.06%	Increased
2166	CCI Credit Capital Investments Livingston, New Jersey	$251K	+$58K	1	0.25%	New
2167	IIC Ironwood Investment Counsel Scottsdale, Arizona	$251K	+$11K	1	0.09%	Increased
2168	MFS Madrona Financial Services Everett, Washington	$251K	$0	1	0.18%	Maintained
2169	Old Mission Capital Chicago, Illinois	$251K	-$106K	1	0.02%	Reduced
2170	BWM BigSur Wealth Management Miami, Florida	$250K	$0	1	0.14%	Maintained
2171	BAS Brown Advisory Securities Baltimore, Maryland	$250K	+$234K	1	0.06%	New
2172	LWM Liberty Wealth Management Oakland, California	$250K	+$99.8K	8	0.2%	Increased
2173	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$249K	-$4.82K	2	0.16%	Reduced
2174	HCA Horan Capital Advisors Cincinnati, Ohio	$249K	+$3.11K	3	0.15%	Increased
2175	AIP Almanack Investment Partners Wayne, Pennsylvania	$247K	-$62.4K	1	0.05%	Reduced