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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	IF Insight Folios Charlotte, North Carolina	$338K	-$226K	1	0.14%	Reduced
2677	CFAM Coury Firm Asset Management Pittsburgh, Pennsylvania	$337K	-$49.8K	1	0.49%	Reduced
2678	BIP Blueprint Investment Partners Greensboro, North Carolina	$336K	-$1.41M	1	0.12%	Reduced
2679	TA Townsend & Associates Westminster, Colorado	$336K	$0	1	0.09%	Maintained
2680	WTG West Tower Group Richmond, Virginia	$335K	+$310K	6	0.24%	New
2681	Caption Management Oklahoma City, Oklahoma	$335K	-$6.51M	2	0.01%	Reduced
2682	AC Aldebaran Capital Carmel, Indiana	$333K	$0	1	0.34%	Maintained
2683	PSCM Per Stirling Capital Management Austin, Texas	$333K	-$22.2K	1	0.07%	Reduced
2684	LPT Legacy Private Trust Neenah, Wisconsin	$333K	-$86.2K	1	0.03%	Reduced
2685	TL Tradewinds LLC Raleigh, North Carolina	$332K	-$5.15K	1	0.2%	Reduced
2686	DC DeDora Capital Napa, California	$332K	-$38.2K	1	0.13%	Reduced
2687	NWA Navis Wealth Advisors Rye Brook, New York	$332K	+$2.09K	1	0.3%	Increased
2688	Channing Capital Management Chicago, Illinois	$331K	+$319K	1	0.01%	New
2689	KWM Keebeck Wealth Management Chicago, Illinois	$330K	$0	1	0.05%	Maintained
2690	AWG Altus Wealth Group Colorado Springs, Colorado	$329K	+$38.5K	1	0.2%	Increased
2691	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$329K	+$327	1	0.14%	Increased
2692	WCG Weaver Consulting Group Huntington Beach, California	$328K	+$528	1	0.14%	Increased
2693	SWA Sutton Wealth Advisors Tampa, Florida	$328K	+$9.47K	8	0.16%	Increased
2694	CCFM Clear Creek Financial Management Silverdale, Washington	$328K	$0	1	0.06%	Maintained
2695	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$326K	$0	1	0.11%	Maintained
2696	4WM 4J Wealth Management Alexandria, Virginia	$325K	-$21K	1	0.32%	Reduced
2697	WA WP Advisors San Francisco, California	$325K	+$475	1	0.13%	Increased
2698	HA Harfst & Associates Sheridan, Wyoming	$324K	-$377K	1	0.09%	Reduced
2699	SW SkyOak Wealth Southfield, Michigan	$324K	+$16.5K	1	0.09%	Increased
2700	HFM Hartford Funds Management Wayne, Pennsylvania	$324K	+$47.1K	1	0.03%	Increased