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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
2676	CAM Costello Asset Management Feasterville, Pennsylvania	$92K	$0	2	0.06%	Maintained
2677	FCB First Command Bank Fort Worth, Texas	$92K	+$36.5K	2	0.02%	Increased
2678	FCFS First Command Financial Services Fort Worth, Texas	$92K	+$36.5K	2	0.02%	Increased
2679	PGIM Custom Harvest Newark, New Jersey	$92K	$0	1	0.02%	Maintained
2680	TFM TFC Financial Management Boston, Massachusetts	$92K	+$4.37K	7	0.04%	Increased
2681	CL COWA LLC Tulsa, Oklahoma	$91K	+$12.3K	2	0.05%	Increased
2682	AF Arrow Financial Glens Falls, New York	$90K	-$19.3K	1	0.01%	Reduced
2683	WOC West Oak Capital Westlake Village, California	$89K	-$6.11K	3	0.04%	Reduced
2684	NWM Navigation Wealth Management Fort Collins, Colorado	$88K	+$84.7K	2	0.09%	New
2685	SIS Sound Income Strategies Ft Lauderdale, Florida	$84.5K	-$45.2K	11	0.01%	Reduced
2686	AWC Abundance Wealth Counselors State College, Pennsylvania	$83K	+$77.3K	1	0.02%	New
2687	HFA HC Financial Advisors Lafayette, California	$83K	-$8.91K	2	0.05%	Reduced
2688	HCM Horrell Capital Management Little Rock, Arkansas	$83K	$0	2	0.03%	Maintained
2689	VNA Valley National Advisers Bethlehem, Pennsylvania	$83K	-$1.24M	8	0.02%	Reduced
2690	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$82K	+$45.8K	3	0.05%	Increased
2691	MCA Mercer Capital Advisers Little Silver, New Jersey	$82K	$0	1	0.04%	Maintained
2692	SWG Summit Wealth Group White River Junction, Vermont	$82K	+$78K	3	0.13%	New
2693	DMK David M. Knott	$81K	+$61.9K	1	0.03%	Increased
2694	MWA Moser Wealth Advisors Bellevue, Washington	$80K	$0	1	0.06%	Maintained
2695	RWM Raffa Wealth Management Washington, District of Columbia	$77.3K	+$26.4K	14	0.03%	Increased
2696	SS Sunbelt Securities Houston, Texas	$76K	$0	1	0.02%	Maintained
2697	AP Advisors Preferred Rockville, Maryland	$75K	-$1.88M	1	0.01%	Reduced
2698	FA Fortis Advisors Wayne, Pennsylvania	$75K	+$61.3K	2	0.05%	New
2699	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$74K	-$2.9K	1	0.04%	Reduced
2700	KM Kalos Management Alpharetta, Georgia	$74K	-$2.86K	1	0.02%	Reduced