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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
2201	LWA Lowe Wealth Advisors Columbia, Maryland	$4K	-$1K	3	0%	Reduced
2202	MIM Macroview Investment Management Bethesda, Maryland	$4K	+$358	1	0.01%	Increased
2203	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$4K	$0	2	0%	Maintained
2204	SA SRH Advisors Salina, Kansas	$4K	$0	1	0.01%	Maintained
2205	BCA Bray Capital Advisors Naples, Florida	$3K	$0	1	0%	Maintained
2206	RIA RPG Investment Advisory Pleasanton, California	$3K	$0	1	0%	Maintained
2207	SM Sabby Management Miami Beach, Florida	$3K	-$4.46K	1	0%	Reduced
2208	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$3K	$0	1	0%	Maintained
2209	UAS United Asset Strategies Garden City, New York	$3K	-$5.09M	1	0%	Reduced
2210	CIR Clear Investment Research Alpharetta, Georgia	$2K	$0	7	0%	Maintained
2211	MWC MKD Wealth Coaches Troy, Michigan	$2K	$0	1	0%	Maintained
2212	BAMG Brand Asset Management Group Chesterfield, Missouri	$1K	$0	1	0%	Maintained
2213	CA Crewe Advisors Salt Lake City, Utah	$1K	$0	1	0%	Maintained
2214	JCM Julex Capital Management Wellesley, Massachusetts	$1K	-$425	1	0%	Reduced
2215	NR Newfound Research Wellesley Hills, Massachusetts	$1K	+$243	1	0%	Increased
2216	1CM 1492 Capital Management Milwaukee, Wisconsin	$0	-$631K	0	–	Closed
2217	2L 22NW LP Seattle, Washington	$0	-$9.15M	0	–	Closed
2218	AFA Abacus FCF Advisors Orlando, Florida	$0	-$1.46M	0	–	Closed
2219	AAM ACK Asset Management Greenwich, Connecticut	$0	-$15.9M	0	–	Closed
2220	Advisory Alpha Holland, Michigan	$0	-$59.1K	0	–	Closed
2221	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$0	-$153K	0	–	Closed
2222	ACM Ailanthus Capital Management New York	$0	-$5.42M	0	–	Closed
2223	AIM Alambic Investment Management Belvedere, California	$0	-$550K	0	–	Closed
2224	AC Albar Capital London, United Kingdom	$0	-$11.5M	0	–	Closed
2225	AIA Alera Investment Advisors Deerfield, Illinois	$0	-$206K	0	–	Closed