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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
2326	SRM Shelter Rock Management Jericho, New York	$5.08M	-$2.2M	2	4.93%	Reduced
2327	BIA Baer Investment Advisory Corte Madera, California	$5.08M	-$108K	1	4.25%	Reduced
2328	CIA Cladis Investment Advisory Billings, Montana	$5.07M	+$446K	3	2.37%	Increased
2329	AR Advisory Research Chicago, Illinois	$5.05M	-$12.3K	2	0.5%	Reduced
2330	FFL Financial Freedom LLC Cincinnati, Ohio	$5.05M	-$24K	1	2.32%	Reduced
2331	EFG Elm3 Financial Group Alpharetta, Georgia	$5.04M	+$1.07M	7	3.45%	Increased
2332	FAT First American Trust Santa Ana, California	$5.04M	-$4.18M	1	0.3%	Reduced
2333	TNAM Terra Nova Asset Management New York	$5.03M	+$131K	3	3.08%	Increased
2334	MCRM Midway Capital Research & Management Chicago, Illinois	$5.03M	+$69.8K	1	4%	Increased
2335	BWP BSW Wealth Partners Boulder, Colorado	$5.02M	-$31.2K	7	0.56%	Reduced
2336	BMWM Brown Miller Wealth Management Mclean, Virginia	$5M	+$280K	4	1.26%	Increased
2337	PTB Pioneer Trust Bank Salem, Oregon	$4.98M	+$478K	1	1.13%	Increased
2338	SAMC Spectrum Asset Management (California) Newport Beach, California	$4.97M	-$381K	2	1.38%	Reduced
2339	TVPW Third View Private Wealth Westport, Connecticut	$4.96M	+$1.17M	7	0.61%	Increased
2340	BFC Blue Fin Capital Warren, Rhode Island	$4.95M	+$364K	3	0.72%	Increased
2341	BAM Bell Asset Management Melbourne, Australia	$4.95M	+$4.68M	1	1.32%	New
2342	GWS Greykasell Wealth Strategies Danville, California	$4.94M	+$84.3K	6	1.79%	Increased
2343	SIA SeaBridge Investment Advisors Summit, New Jersey	$4.94M	+$242K	3	0.71%	Increased
2344	MC Meteora Capital Boca Raton, Florida	$4.93M	-$18.3M	2	0.41%	Reduced
2345	T TOBAM Paris, France	$4.92M	+$442K	8	1.19%	Increased
2346	WFS Weitzel Financial Services Dubuque, Iowa	$4.92M	-$109K	1	1.67%	Reduced
2347	NERM New England Research & Management Chicago, Illinois	$4.9M	+$435K	4	1.91%	Increased
2348	SC Stolper & Co Tulsa, Oklahoma	$4.89M	-$19.6M	2	1.26%	Reduced
2349	AA Aire Advisors Beverly Hills, California	$4.89M	+$1.09M	5	0.8%	Increased
2350	SCM Sone Capital Management New York	$4.89M	-$3.17M	1	0.37%	Reduced