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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
2701	DMK David M. Knott	$99K	$0	1	0.04%	Maintained
2702	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$98K	-$50.3K	6	0.05%	Reduced
2703	NWM Navigation Wealth Management Fort Collins, Colorado	$97K	+$804	2	0.09%	Increased
2704	WQ Wealth Quarterback Toms River, New Jersey	$97K	+$89.8K	6	0.06%	New
2705	PGIM Custom Harvest Newark, New Jersey	$95K	$0	1	0.02%	Maintained
2706	SWG Summit Wealth Group White River Junction, Vermont	$95K	+$3.6K	3	0.14%	Increased
2707	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$94K	-$152K	1	0.03%	Reduced
2708	DWA Dorsey Wright & Associates Pasadena, California	$93K	-$189K	2	0.02%	Reduced
2709	HFA HC Financial Advisors Lafayette, California	$93K	$0	2	0.05%	Maintained
2710	VNA Valley National Advisers Bethlehem, Pennsylvania	$92K	+$155	9	0.02%	Increased
2711	GFPC Global Financial Private Client Sarasota, Florida	$91.9K	+$74.4K	4	0.05%	Increased
2712	WOC West Oak Capital Westlake Village, California	$91K	-$1.93K	3	0.04%	Reduced
2713	MCA Mercer Capital Advisers Little Silver, New Jersey	$90K	$0	1	0.04%	Maintained
2714	HCM Horrell Capital Management Little Rock, Arkansas	$86K	-$2.88K	2	0.03%	Reduced
2715	MWA Moser Wealth Advisors Bellevue, Washington	$85K	$0	1	0.05%	Maintained
2716	KC Knuff & Co Foster City, California	$84K	$0	1	0.03%	Maintained
2717	Altshuler Shaham Tel Aviv, Israel	$83K	-$201K	3	0%	Reduced
2718	ME McIlrath & Eck Arlington, Washington	$83K	+$2.16K	7	0.03%	Increased
2719	BG Bollard Group Boston, Massachusetts	$81K	$0	2	0%	Maintained
2720	TFM TFC Financial Management Boston, Massachusetts	$80K	-$19K	5	0.03%	Reduced
2721	SWM Sugarloaf Wealth Management Duluth, Georgia	$79K	+$174	3	0.02%	Increased
2722	FPB First PREMIER Bank Sioux Falls, South Dakota	$78K	+$40.6K	3	0.02%	Increased
2723	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$75K	-$1.24M	8	0.03%	Reduced
2724	IRAG Investment Research & Advisory Group Atlanta, Georgia	$75K	+$16.6K	3	0.05%	Increased
2725	IP Isthmus Partners Madison, Wisconsin	$75K	+$73.8K	1	0.01%	New