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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	SFG Sowa Financial Group Lincoln, Rhode Island	$272K	+$149K	1	0.19%	Increased
2502	GC Garde Capital Seattle, Washington	$271K	$0	1	0.03%	Maintained
2503	FI Fosun International Hong Kong, China	$270K	-$206K	1	0.02%	Reduced
2504	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$270K	-$181K	1	0.15%	Reduced
2505	IEFM IQ EQ Fund Management Dublin 2, Ireland	$270K	+$57.7K	1	0.05%	Increased
2506	SCM Spreng Capital Management Bucyrus, Ohio	$270K	$0	1	0.19%	Maintained
2507	FWM Focused Wealth Management Newburgh, New York	$269K	+$820	6	0.05%	Increased
2508	KAM Karani Asset Management New York	$267K	-$125K	1	0.16%	Reduced
2509	SPC Stewart & Patten Company Lafayette, California	$267K	$0	1	0.04%	Maintained
2510	WIC Woodmont Investment Counsel Nashville, Tennessee	$267K	+$2.45K	1	0.05%	Increased
2511	CMI Clare Market Investments Dallas, Texas	$266K	-$980K	1	0.1%	Reduced
2512	TGAM TBH Global Asset Management Brentwood, Tennessee	$266K	+$602	1	0.07%	Increased
2513	CA Cornerstone Advisory Hunt Valley, Maryland	$264K	-$417K	1	0.05%	Reduced
2514	MA MONECO Advisors Fairfield, Connecticut	$263K	+$516	1	0.13%	Increased
2515	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$262K	+$199K	1	0.09%	New
2516	Dodge & Cox San Francisco, California	$262K	$0	1	0%	Maintained
2517	HFG Heron Financial Group New York	$262K	-$9.67K	1	0.16%	Reduced
2518	TAM Townsend Asset Management Raleigh, North Carolina	$261K	+$256K	1	0.16%	New
2519	ST Somerset Trust Somerset, Pennsylvania	$260K	-$6.24K	1	0.11%	Reduced
2520	Nicholas Hoffman & Company Atlanta, Georgia	$259K	+$243K	1	0.05%	New
2521	XF XML Financial Bethesda, Maryland	$259K	+$3.08K	1	0.06%	Increased
2522	IWA Intercontinental Wealth Advisors San Antonio, Texas	$258K	$0	1	0.06%	Maintained
2523	KW KWB Wealth Redlands, California	$256K	+$238K	1	0.05%	New
2524	MKC M. Kraus & Co Shelburne, Vermont	$256K	+$1.27K	1	0.1%	Increased
2525	HCM Hollencrest Capital Management Newport Beach, California	$255K	+$245K	1	0.02%	New