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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
2226	RDWM Red Door Wealth Management Memphis, Tennessee	$222K	+$217K	1	0.2%	New
2227	SCM Salem Capital Management Woburn, Massachusetts	$222K	+$206K	1	0.12%	New
2228	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$221K	-$99K	1	0.32%	Reduced
2229	Pure Financial Advisors San Diego, California	$220K	$0	1	0.04%	Maintained
2230	CST Charles Schwab Trust Henderson, Nevada	$219K	+$206K	1	0.09%	New
2231	Avantax Planning Partners Dubuque, Iowa	$218K	+$5.17K	1	0.01%	Increased
2232	NSIM North Star Investment Management Chicago, Illinois	$218K	-$2.89K	7	0.02%	Reduced
2233	SC Steph & Co Marinette, Wisconsin	$217K	+$203K	1	0.18%	New
2234	SBL Sargent Bickham Lagudis Boulder, Colorado	$216K	+$3.01K	6	0.02%	Increased
2235	SIG Sargent Investment Group Bethesda, Maryland	$216K	+$222K	1	0.08%	New
2236	VIMU Veritas Investment Management (UK) London, United Kingdom	$216K	$0	1	0.05%	Maintained
2237	MKC M. Kraus & Co Shelburne, Vermont	$214K	+$199K	1	0.11%	New
2238	Eagle Global Advisors Houston, Texas	$213K	-$12.2M	1	0.01%	Reduced
2239	PC Port Capital Chicago, Illinois	$213K	-$246K	1	0.02%	Reduced
2240	VCM Versant Capital Management Phoenix, Arizona	$213K	-$3.05K	11	0.11%	Reduced
2241	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$211K	+$210K	1	0.02%	New
2242	VWA Visionary Wealth Advisors O'fallon, Illinois	$210K	+$219K	1	0.04%	New
2243	GIM Greenwich Investment Management Norwalk, Connecticut	$209K	+$216K	1	0.2%	New
2244	OAM Occidental Asset Management Burlingame, California	$209K	+$202K	1	0.09%	New
2245	SCM Sandler Capital Management New York	$209K	-$240K	1	0.02%	Reduced
2246	DC Derby & Company Newton, Massachusetts	$208K	+$201K	1	0.08%	New
2247	MCM Murphy Capital Management Bedminster, New Jersey	$208K	+$195K	1	0.03%	New
2248	SAM Steinberg Asset Management New York	$208K	-$8.58K	1	0.2%	Reduced
2249	CCA Column Capital Advisors Indianapolis, Indiana	$206K	+$201K	8	0.1%	New
2250	1SB 1ST Source Bank South Bend, Indiana	$205K	+$173K	1	0.02%	New