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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	Peak Asset Management Louisville, Colorado	$255K	$0	1	0.07%	Maintained
2602	RGT Wealth Advisors Dallas, Texas	$255K	-$14.5K	1	0.04%	Reduced
2603	S Surevest Los Angeles, California	$255K	+$74K	8	0.07%	Increased
2604	Dodge & Cox San Francisco, California	$253K	$0	1	0%	Maintained
2605	WWM Wolff Wiese Magana Carslbad, California	$253K	+$17.7K	12	0.18%	Increased
2606	MFC Mechanics Financial Corp Mansfield, Ohio	$252K	$0	1	0.15%	Maintained
2607	WAM Watershed Asset Management San Francisco, California	$252K	+$35.2K	1	0.31%	Increased
2608	Advisors Management Group La Crosse, Wisconsin	$251K	-$2.95K	1	0.09%	Reduced
2609	CWG Crown Wealth Group Charlotte, North Carolina	$251K	$0	1	0.23%	Maintained
2610	JFS Wealth Advisors Hermitage, Pennsylvania	$251K	-$19.6K	17	0.03%	Reduced
2611	SCM Spreng Capital Management Bucyrus, Ohio	$251K	$0	1	0.19%	Maintained
2612	CC Courier Capital Buffalo, New York	$250K	-$267K	1	0.03%	Reduced
2613	CFAM Coury Firm Asset Management Pittsburgh, Pennsylvania	$249K	+$321	1	0.33%	Increased
2614	FFMBT First Farmers & Merchants Bank Trust Columbia, Tennessee	$249K	+$30.2K	1	0.31%	Increased
2615	Oakworth Capital Birmingham, Alabama	$249K	$0	4	0.03%	Maintained
2616	WFG Wills Financial Group Richmond, Virginia	$249K	-$71.1K	1	0.12%	Reduced
2617	AL ACAS LLC Rancho Santa Fe, California	$248K	+$11.9K	1	0.37%	Increased
2618	AW ACG Wealth Atlanta, Georgia	$248K	+$272K	9	0.05%	New
2619	Alera Investment Advisors Deerfield, Illinois	$248K	+$26.3K	1	0.07%	Increased
2620	Garrett Wealth Advisory Group Weatherford, Texas	$248K	+$1.4K	1	0.13%	Increased
2621	Ignite Planners San Clemente, California	$248K	+$11.6K	1	0.2%	Increased
2622	PCM Passive Capital Management Baltimore, Maryland	$247K	$0	1	0.13%	Maintained
2623	CCM Carderock Capital Management Chevy Chase, Maryland	$247K	-$2.73M	1	0.1%	Reduced
2624	CWM Cedar Wealth Management Walnut Creek, California	$247K	$0	2	0.11%	Maintained
2625	GCMG Gyroscope Capital Management Group Naples, Florida	$247K	+$290K	1	0.08%	New