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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
2476	LDFR Lehman & Derafelo Financial Resources Media, Pennsylvania	$305K	$0	1	0.08%	Maintained
2477	Loews Corp New York	$305K	-$35.9K	1	0%	Reduced
2478	RIA Regal Investment Advisors Kentwood, Michigan	$305K	+$296K	1	0.03%	New
2479	BA Bridgewater Advisors New York	$304K	$0	1	0.1%	Maintained
2480	TGAM TBH Global Asset Management Brentwood, Tennessee	$304K	+$629	1	0.07%	Increased
2481	CT Caldwell Trust Venice, Florida	$301K	+$61K	3	0.04%	Increased
2482	PAM Peak Asset Management Louisville, Colorado	$301K	$0	1	0.07%	Maintained
2483	MFS Madrona Financial Services Everett, Washington	$300K	-$1.51K	1	0.15%	Reduced
2484	WIA Westbourne Investment Advisors Annapolis, Maryland	$300K	$0	1	0.14%	Maintained
2485	APW Aurora Private Wealth Rockaway, New Jersey	$298K	-$432K	1	0.12%	Reduced
2486	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$298K	-$2.59K	1	0.2%	Reduced
2487	Nicholas Hoffman & Company Atlanta, Georgia	$298K	-$1.38K	1	0.05%	Reduced
2488	OMC Oasis Management Company Grand Cayman, Cayman Islands	$298K	-$2.55K	1	0.06%	Reduced
2489	JSP Jackson Square Partners Larkspur, California	$296K	$0	1	0%	Maintained
2490	JC Jacobs & Co San Francisco, California	$296K	-$21.6K	1	0.03%	Reduced
2491	FWM Focused Wealth Management Newburgh, New York	$295K	+$878	7	0.05%	Increased
2492	VPI Value Partners Investments Winnipeg, Manitoba, Canada	$295K	+$275K	1	0.02%	New
2493	AWS AJ Wealth Strategies New York	$294K	+$279K	1	0.02%	New
2494	SPC Stewart & Patten Company Lafayette, California	$294K	$0	1	0.05%	Maintained
2495	HCM Hollencrest Capital Management Newport Beach, California	$293K	+$5.84K	1	0.03%	Increased
2496	IA Inspire Advisors Meridian, Idaho	$293K	-$229K	1	0.1%	Reduced
2497	FNC First National Corp Rockland, Massachusetts	$292K	+$86K	1	0.1%	Increased
2498	Pure Financial Advisors San Diego, California	$291K	-$1.9K	1	0.02%	Reduced
2499	PWMG Prestige Wealth Management Group Flemington, New Jersey	$290K	+$27.5K	11	0.08%	Increased
2500	SA Strategic Advisors New York	$290K	+$20.2K	1	0.08%	Increased