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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
2401	CCA Cadent Capital Advisors Tulsa, Oklahoma	$354K	$0	1	0.16%	Maintained
2402	SC Shay Capital New York	$353K	-$997K	1	0.04%	Reduced
2403	VCM Vivaldi Capital Management Chicago, Illinois	$351K	-$9.39K	1	0.07%	Reduced
2404	CA Cortland Associates St Louis, Missouri	$350K	$0	1	0.04%	Maintained
2405	CCM Conway Capital Management Burbank, California	$347K	-$253K	1	0.26%	Reduced
2406	BOM Bank of Marin Novato, California	$346K	$0	1	0.27%	Maintained
2407	LB Leo Brokerage Hurst, Texas	$346K	-$1.29K	1	0.1%	Reduced
2408	Meridian Wealth Management Lexington, Kentucky	$344K	$0	1	0.05%	Maintained
2409	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$342K	-$210K	1	0.08%	Reduced
2410	LC Landaas & Company Milwaukee, Wisconsin	$342K	+$1.16K	1	0.2%	Increased
2411	EC EJF Capital Arlington, Virginia	$340K	+$238K	1	0.02%	Increased
2412	AIP ARS Investment Partners New York	$336K	-$3.04K	1	0.04%	Reduced
2413	SMA Sage Mountain Advisors Atlanta, Georgia	$336K	+$328K	2	0.07%	New
2414	VCM Vigilant Capital Management Portland, Maine	$336K	+$5.91K	5	0.03%	Increased
2415	4WM 4J Wealth Management Alexandria, Virginia	$334K	$0	1	0.31%	Maintained
2416	MRCM M&R Capital Management Summit, New Jersey	$334K	-$72.5K	2	0.08%	Reduced
2417	CFO CVA Family Office Denver, Colorado	$332K	+$168K	9	0.13%	Increased
2418	HC Hourglass Capital Houston, Texas	$332K	$0	1	0.08%	Maintained
2419	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$332K	-$114K	1	0.06%	Reduced
2420	SMH Sanders Morris Harris Houston, Texas	$332K	-$241K	1	0.07%	Reduced
2421	MPCG Matrix Private Capital Group New York	$330K	-$268K	1	0.2%	Reduced
2422	FFG Frisch Financial Group Melville, New York	$328K	+$401	1	0.11%	Increased
2423	FNC First National Corp Rockland, Massachusetts	$326K	+$39.4K	1	0.08%	Increased
2424	KFS Kaizen Financial Strategies Campbell, California	$325K	-$541K	1	0.31%	Reduced
2425	BB Bell Bank Fargo, North Dakota	$324K	$0	1	0.05%	Maintained