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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
2501	CBT CoreFirst Bank & Trust Topeka, Kansas	$4.03M	-$28.2K	2	2%	Reduced
2502	Cassaday & Co Wealth Management Mclean, Virginia	$4.03M	+$80.1K	12	0.08%	Increased
2503	RHJA Rice Hall James & Associates San Diego, California	$4.02M	-$2.85M	2	0.2%	Reduced
2504	SCI S&CO Inc Boston, Massachusetts	$4.01M	-$3.5M	2	0.23%	Reduced
2505	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$4.01M	-$13.3K	1	4.76%	Reduced
2506	BWM Bluebird Wealth Management Medfield, Massachusetts	$4.01M	+$956K	4	3.47%	Increased
2507	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$4M	+$637K	4	0.82%	Increased
2508	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$4M	+$585K	16	1.13%	Increased
2509	RFG Range Financial Group Tigard, Oregon	$4M	+$140K	3	1.09%	Increased
2510	OC Opal Capital Boca Raton, Florida	$3.99M	-$413K	2	0.71%	Reduced
2511	SFO Stokes Family Office New Orleans, Louisiana	$3.99M	-$320K	3	0.47%	Reduced
2512	KP Keel Point Huntsville, Alabama	$3.99M	+$1.02M	10	0.24%	Increased
2513	IRP Investment Research Partners Lemont, Pennsylvania	$3.98M	+$146K	6	1.35%	Increased
2514	TWP Tyche Wealth Partners Plano, Texas	$3.97M	-$404K	3	0.56%	Reduced
2515	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$3.97M	+$106K	3	1.21%	Increased
2516	TWM Tradition Wealth Management Edina, Minnesota	$3.97M	+$818K	6	0.24%	Increased
2517	AWMT AAFMAA Wealth Management & Trust Fayetteville, North Carolina	$3.96M	-$283K	4	1.38%	Reduced
2518	RCM Raleigh Capital Management Cary, North Carolina	$3.96M	+$84K	9	1.26%	Increased
2519	MIG Mariner Investment Group Harrison, New York	$3.96M	+$3.81M	4	0.85%	New
2520	PNC Point Nemo Capital Dripping Springs, Texas	$3.94M	-$1.07M	3	2%	Reduced
2521	YP YANKCOM Partnership Yankton, South Dakota	$3.94M	-$44.1K	4	1.41%	Reduced
2522	IIM InTrack Investment Management South Burlington, Vermont	$3.93M	-$948K	2	1.95%	Reduced
2523	TCM Thomist Capital Management Houston, Texas	$3.92M	-$1.86M	3	1.25%	Reduced
2524	AA Apriem Advisors Irvine, California	$3.92M	+$1.21K	2	0.34%	Increased
2525	GWM Greenline Wealth Management Boca Raton, Florida	$3.92M	+$885K	6	3.22%	Increased