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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
2651	SWM Salvus Wealth Management Red Bank, New Jersey	$3.4M	-$332K	2	1.91%	Reduced
2652	RIA Realta Investment Advisors Wilmington, Delaware	$3.39M	+$1.94M	5	1.05%	Increased
2653	MAWA Moss Adams Wealth Advisors Seattle, Washington	$3.39M	+$326K	8	0.21%	Increased
2654	SIG Sky Investment Group Hartford, Connecticut	$3.39M	+$50.4K	1	0.53%	Increased
2655	GHI Gross & Hartman Investments Leola, Pennsylvania	$3.37M	+$296K	4	1.49%	Increased
2656	OP Oslo Pensjonsforsikring Oslo,	$3.37M	+$1.06M	11	0.39%	Increased
2657	HIM Herald Investment Management London, United Kingdom	$3.36M	$0	1	0.46%	Maintained
2658	AFGAS Allegiance Financial Group Advisory Services Vienna, Virginia	$3.36M	+$357K	6	0.58%	Increased
2659	MFS Miller Financial Services Marshall, Michigan	$3.35M	+$571K	1	2.7%	Increased
2660	TCM Telos Capital Management San Diego, California	$3.35M	-$229K	2	0.3%	Reduced
2661	CLA Carnegie Lake Advisors Princeton, New Jersey	$3.35M	+$131K	2	1.25%	Increased
2662	GWM Glass Wealth Management San Antonio, Texas	$3.35M	+$565K	1	1.12%	Increased
2663	WPC White Pine Capital Bloomington, Minnesota	$3.35M	-$359K	1	0.79%	Reduced
2664	BCM Brookmont Capital Management Dallas, Texas	$3.35M	+$9.63K	1	1.8%	Increased
2665	TNB Thomasville National Bank Thomasville, Georgia	$3.35M	+$3.21M	3	0.18%	New
2666	IC IKE Capital New York	$3.34M	+$2.36M	3	1.76%	Increased
2667	CF Convergence Financial Columbia, Missouri	$3.34M	+$774K	5	0.27%	Increased
2668	QIM Quantitative Investment Management Charlottesville, Virginia	$3.33M	+$3.43M	2	0.36%	New
2669	NI NCP Inc La Quinta, California	$3.33M	$0	2	4.64%	Maintained
2670	CTC Cetera Trust Company St. Paul, Minnesota	$3.33M	-$45.9K	9	1.67%	Reduced
2671	PSP Principal Street Partners Memphis, Tennessee	$3.32M	+$313K	5	0.49%	Increased
2672	HWP Highline Wealth Partners Sherman Oaks, California	$3.32M	-$1.24M	13	0.67%	Reduced
2673	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$3.32M	+$854K	6	0.21%	Increased
2674	DCU Dara Capital US Miami, Florida	$3.31M	+$1.03M	5	2.28%	Increased
2675	Aspiriant LLC Los Angeles, California	$3.31M	+$1.78M	7	0.08%	Increased