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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	RIG Renaissance Investment Group Lenox, Massachusetts	$264K	$0	1	0.08%	Maintained
2652	PFP Paragon Financial Partners Woodland Hills, California	$262K	+$1.38K	1	0.29%	Increased
2653	BCG Breakwater Capital Group Paramus, New Jersey	$262K	+$256K	1	0.14%	New
2654	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$262K	$0	1	0.1%	Maintained
2655	SC Seldon Capital San Francisco, California	$261K	-$4.19M	4	0.23%	Reduced
2656	TCWM Total Clarity Wealth Management St. Charles, Illinois	$261K	+$256K	1	0.13%	New
2657	RIM Reliant Investment Management Memphis, Tennessee	$260K	$0	1	0.15%	Maintained
2658	FA Fortis Advisors Wayne, Pennsylvania	$260K	-$65.8K	1	0.2%	Reduced
2659	GCMG Gyroscope Capital Management Group Naples, Florida	$259K	$0	1	0.08%	Maintained
2660	AMG Advisors Management Group La Crosse, Wisconsin	$257K	+$3.13K	1	0.1%	Increased
2661	FM Family Management New York	$257K	-$260K	1	0.06%	Reduced
2662	BONH Bank of New Hampshire Laconia, New Hampshire	$256K	-$185K	4	0.08%	Reduced
2663	PFA Pinnacle Family Advisors Springfield, Missouri	$256K	+$1.67K	1	0.18%	Increased
2664	WCG Weaver Consulting Group Huntington Beach, California	$256K	$0	1	0.13%	Maintained
2665	Brevan Howard Capital Management St. Helier, Jersey	$255K	$0	1	0.01%	Maintained
2666	ONGA O'Neil Global Advisors Los Angeles, California	$255K	+$236K	1	1.18%	New
2667	VAM Verity Asset Management Durham, North Carolina	$254K	+$259K	1	0.22%	New
2668	MKC M. Kraus & Co Shelburne, Vermont	$254K	+$1.99K	1	0.09%	Increased
2669	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$253K	+$249K	1	0.22%	New
2670	KA Kearns & Associates Palos Verdes Estates, California	$252K	+$238K	1	0.27%	New
2671	CPW Crestmont Private Wealth Houston, Texas	$250K	+$267K	1	0.17%	New
2672	Eagle Global Advisors Houston, Texas	$250K	$0	1	0.02%	Maintained
2673	HCM Hilton Capital Management Garden City, New York	$250K	$0	1	0.03%	Maintained
2674	JF Joule Financial Lexington, Kentucky	$249K	+$5.98K	1	0.17%	Increased
2675	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$249K	+$71.8K	5	0.24%	Increased