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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	SCM Spreng Capital Management Bucyrus, Ohio	$289K	$0	1	0.19%	Maintained
2502	SG StoneX Group New York	$289K	+$288K	2	0.04%	New
2503	ST Somerset Trust Somerset, Pennsylvania	$287K	-$3.34K	1	0.12%	Reduced
2504	WIC Woodmont Investment Counsel Nashville, Tennessee	$287K	$0	1	0.05%	Maintained
2505	SI Sprott Inc Toronto, Ontario, Canada	$286K	+$34.8K	1	0.02%	Increased
2506	SIM Stratos Investment Management Beachwood, Ohio	$285K	+$39.8K	1	0.08%	Increased
2507	LHC Little House Capital Braintree, Massachusetts	$284K	-$5.08M	1	0.15%	Reduced
2508	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$283K	$0	1	0.06%	Maintained
2509	MA MONECO Advisors Fairfield, Connecticut	$283K	+$576	1	0.13%	Increased
2510	RIM Rockbridge Investment Management Syracuse, New York	$283K	$0	4	0.05%	Maintained
2511	LWP Legacy Wealth Planning Reno, Nevada	$282K	$0	1	0.32%	Maintained
2512	MKC M. Kraus & Co Shelburne, Vermont	$281K	$0	1	0.1%	Maintained
2513	TAM Townsend Asset Management Raleigh, North Carolina	$279K	$0	1	0.15%	Maintained
2514	Eagle Global Advisors Houston, Texas	$278K	$0	1	0.02%	Maintained
2515	HFG Heron Financial Group New York	$278K	$0	1	0.16%	Maintained
2516	IF Insight Folios Charlotte, North Carolina	$277K	+$271K	1	0.16%	New
2517	VCM Versant Capital Management Phoenix, Arizona	$277K	+$32.9K	16	0.1%	Increased
2518	SNS Financial Group Minneapolis, Minnesota	$276K	+$287K	1	0.04%	New
2519	DC Derby & Company Newton, Massachusetts	$275K	-$1.79K	1	0.06%	Reduced
2520	EGA E&G Advisors Houston, Texas	$275K	-$327K	0	–	Closed
2521	AGA Accuvest Global Advisors Provo, Utah	$274K	$0	1	0.14%	Maintained
2522	VIMU Veritas Investment Management (UK) London, United Kingdom	$274K	-$1.43K	1	0.05%	Reduced
2523	KFP KMG Fiduciary Partners Toledo, Ohio	$273K	+$35.1K	1	0.05%	Increased
2524	APG Abacus Planning Group Columbia, South Carolina	$271K	$0	1	0.08%	Maintained
2525	ANB Amarillo National Bank Amarillo, Texas	$269K	$0	1	0.08%	Maintained