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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
2301	TCM Tradewinds Capital Management Bellingham, Washington	$119K	+$5.66K	4	0.03%	Increased
2302	CAM Cubic Asset Management Boston, Massachusetts	$118K	+$2.29K	1	0.04%	Increased
2303	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$115K	$0	1	0.01%	Maintained
2304	TCI Wealth Advisors Tucson, Arizona	$114K	-$31.7K	15	0.05%	Reduced
2305	WIM Westside Investment Management Santa Monica, California	$114K	$0	2	0.07%	Maintained
2306	Allworth Financial Folsom, California	$111K	-$609K	9	0%	Reduced
2307	MAM Marquette Asset Management Minneapolis, Minnesota	$109K	$0	1	0.04%	Maintained
2308	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$105K	+$15.1K	3	0.06%	Increased
2309	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$105K	-$6.17K	1	0.07%	Reduced
2310	SI Sprott Inc Toronto, Ontario, Canada	$105K	+$93K	1	0.01%	New
2311	PAR Capital Management Boston, Massachusetts	$102K	+$94.8K	1	0%	New
2312	CFO CVA Family Office Denver, Colorado	$96K	+$2.47K	2	0.08%	Increased
2313	MF Manchester Financial Westlake Village, California	$91K	+$20.2K	6	0.07%	Increased
2314	BG Bollard Group Boston, Massachusetts	$90K	+$86.7K	3	0%	Increased
2315	SIS Sound Income Strategies Ft Lauderdale, Florida	$90K	+$10.8K	9	0.03%	Increased
2316	KP Keel Point Huntsville, Alabama	$89K	+$3.83K	1	0.01%	Increased
2317	PCFFS Pacific Center for Financial Services San Ramon, California	$89K	$0	1	0.04%	Maintained
2318	SL Savior LLC Wellesley Hills, Massachusetts	$89K	-$10.5K	7	0.11%	Reduced
2319	HFS HBC Financial Services Seattle, Washington	$88K	+$20K	3	0.08%	Increased
2320	PAA Peregrine Asset Advisers Portland, Oregon	$88K	-$70.4K	1	0.05%	Reduced
2321	AF Arrow Financial Glens Falls, New York	$83K	$0	1	0.02%	Maintained
2322	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$83K	$0	3	0.03%	Maintained
2323	SWM Sugarloaf Wealth Management Duluth, Georgia	$83K	+$1.11K	5	0.03%	Increased
2324	LIM Longfellow Investment Management Boston, Massachusetts	$81K	-$564K	1	0.02%	Reduced
2325	MCF Advisors Covington, Kentucky	$81K	+$123	2	0.01%	Increased