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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	ICM IMS Capital Management Portland, Oregon	$235K	+$37.3K	1	0.15%	Increased
2652	Jacobson & Schmitt Advisors Middleton, Wisconsin	$235K	$0	1	0.07%	Maintained
2653	LWP Legacy Wealth Planning Reno, Nevada	$235K	+$4.85K	1	0.34%	Increased
2654	MAP Milestone Advisory Partners Southern Pines, North Carolina	$235K	$0	1	0.19%	Maintained
2655	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$234K	+$250K	1	0.22%	New
2656	KMG Fiduciary Partners Toledo, Ohio	$234K	$0	1	0.04%	Maintained
2657	LMKC L.M. Kohn & Company Cincinnati, Ohio	$233K	$0	1	0.11%	Maintained
2658	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$233K	+$217K	1	0.06%	New
2659	Waldron Private Wealth Bridgeville, Pennsylvania	$233K	+$37.6K	1	0.01%	Increased
2660	Amarillo National Bank Amarillo, Texas	$232K	$0	1	0.05%	Maintained
2661	Leo Brokerage Hurst, Texas	$232K	+$38.3K	1	0.06%	Increased
2662	RA Riverstone Advisors New Braunfels, Texas	$232K	-$84.5K	1	0.15%	Reduced
2663	WMS Partners Towson, Maryland	$232K	-$8.85K	1	0.04%	Reduced
2664	CG Clarus Group Houston, Texas	$231K	$0	1	0.19%	Maintained
2665	Destination Wealth Management Walnut Creek, California	$231K	-$14.2K	1	0.01%	Reduced
2666	Full Sail Capital Oklahoma City, Oklahoma	$231K	$0	1	0.02%	Maintained
2667	BC Bridgefront Capital Austin, Texas	$230K	+$222K	1	0.26%	New
2668	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$229K	-$251K	1	0.19%	Reduced
2669	Balasa Dinverno & Foltz	$229K	-$368K	1	0.01%	Reduced
2670	EI EDMP Inc Lutz, Florida	$228K	$0	1	0.22%	Maintained
2671	Calton & Associates Tampa, Florida	$227K	+$46.7K	1	0.13%	Increased
2672	FCAG First Capital Advisors Group Little Silver, New Jersey	$227K	+$253K	1	0.16%	New
2673	LFA Landmark Financial Advisors Bowling Green, Kentucky	$227K	$0	1	0.11%	Maintained
2674	PPW Pinnacle Private Wealth Andover, Massachusetts	$227K	+$35.6K	1	0.09%	Increased
2675	Abacus Planning Group Columbia, South Carolina	$226K	$0	1	0.07%	Maintained