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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
2601	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$3.63M	-$87.8K	4	0.36%	Reduced
2602	TWP Triad Wealth Partners Lawrence, Kansas	$3.63M	+$335K	6	0.21%	Increased
2603	ZF Zhang Financial Portage, Michigan	$3.62M	+$804K	5	0.11%	Increased
2604	PS Pennant Select Summit, New Jersey	$3.62M	$0	1	1.61%	Maintained
2605	HWM HighMark Wealth Management St. Paul, Minnesota	$3.61M	+$2.92M	7	1.21%	Increased
2606	WAG Wiser Advisor Group Phoenix, Arizona	$3.61M	-$38.7K	5	3.95%	Reduced
2607	Ruffer LLP London, United Kingdom	$3.61M	$0	1	0.13%	Maintained
2608	PFA Peak Financial Advisors Denver, Colorado	$3.61M	+$681K	2	1.49%	Increased
2609	DAS DMKC Advisory Services Des Moines, Iowa	$3.61M	$0	2	0.68%	Maintained
2610	WW Winnow Wealth Waco, Texas	$3.6M	-$196K	2	2.45%	Reduced
2611	BFA Beacon Financial Advisory Cleveland, Ohio	$3.6M	-$25K	4	0.71%	Reduced
2612	PWA Pitcairn Wealth Advisors Conshohocken, Pennsylvania	$3.6M	-$551K	5	0.39%	Reduced
2613	ABC Anchor Bay Capital Carlsbad, California	$3.6M	+$3.57M	9	1.94%	New
2614	MW Maia Wealth Denver, Colorado	$3.59M	+$666K	4	0.53%	Increased
2615	SMI Shelter Mutual Insurance Columbia, Missouri	$3.59M	$0	1	0.76%	Maintained
2616	WFI West Family Investments Carlsbad, California	$3.58M	+$509K	8	1.04%	Increased
2617	PWP Principle Wealth Partners Madison, Connecticut	$3.58M	-$17.7K	3	0.18%	Reduced
2618	KC Katamaran Capital London, United Kingdom	$3.58M	-$356K	1	2.85%	Reduced
2619	RAM Redmond Asset Management Henrico, Virginia	$3.58M	-$264K	2	0.89%	Reduced
2620	HP Hilltop Partners Mishawaka, Indiana	$3.57M	+$154K	3	0.87%	Increased
2621	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$3.57M	+$883K	3	0.44%	Increased
2622	RGC Regents Gate Capital London, United Kingdom	$3.56M	-$24.8M	3	4.74%	Reduced
2623	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$3.56M	+$261K	4	0.5%	Increased
2624	TW Tempo Wealth Independence, Ohio	$3.55M	+$358K	3	0.53%	Increased
2625	PSC Prentiss Smith & Co Brattleboro, Vermont	$3.55M	-$129K	1	1.95%	Reduced