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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
2626	KC Knuff & Co Foster City, California	$70K	$0	1	0.03%	Maintained
2627	OCM Orion Capital Management Coronado, California	$68K	+$63.8K	1	0.05%	New
2628	SIAG Safeguard Investment Advisory Group Corona, California	$68K	+$64.7K	5	0.06%	New
2629	HI Hoey Investments Coatesville, Pennsylvania	$67K	$0	2	0.02%	Maintained
2630	Palisade Capital Management Fort Lee, New Jersey	$67K	-$310K	1	0%	Reduced
2631	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$63K	+$40.6K	2	0.06%	Increased
2632	RBC Roble Belko & Company Sewickley, Pennsylvania	$63K	+$5.4K	3	0.02%	Increased
2633	KM Kalos Management Alpharetta, Georgia	$61K	-$5.68K	1	0.03%	Reduced
2634	HFA Hoover Financial Advisors Malvern, Pennsylvania	$59K	+$54.6K	2	0.01%	New
2635	SFG Sowa Financial Group Lincoln, Rhode Island	$58K	$0	2	0.04%	Maintained
2636	TF Tompkins Financial Ithaca, New York	$58K	-$128K	5	0.01%	Reduced
2637	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$56K	+$7.55K	2	0.01%	Increased
2638	SS Sunbelt Securities Houston, Texas	$56K	$0	1	0.01%	Maintained
2639	HFS HBC Financial Services Seattle, Washington	$55K	+$35.2K	3	0.04%	Increased
2640	MWP Meridian Wealth Partners Exton, Pennsylvania	$55K	+$499	2	0.02%	Increased
2641	IPW IronBridge Private Wealth Austin, Texas	$54K	+$51.3K	2	0.04%	New
2642	SN Sittner & Nelson Eugene, Oregon	$54K	+$50.3K	3	0.05%	New
2643	TIM Tortoise Investment Management White Plains, New York	$54K	+$27.4K	3	0.01%	Increased
2644	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$53K	$0	1	0.04%	Maintained
2645	SGAM Seaport Global Asset Management New York	$52K	+$52.9K	2	0.05%	New
2646	TIAM2 Tru Independence Asset Management 2 Portland, Oregon	$52K	+$48.7K	7	0.04%	New
2647	FWM Filbrandt Wealth Management Middleton, Wisconsin	$49K	+$50.7K	2	0.03%	New
2648	FCB First Command Bank Fort Worth, Texas	$49K	+$44.3K	1	0.01%	Increased
2649	FCFS First Command Financial Services Fort Worth, Texas	$49K	+$44.3K	1	0.01%	Increased
2650	IRAG Investment Research & Advisory Group Atlanta, Georgia	$49K	$0	1	0.04%	Maintained