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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	EBA Eagle Bay Advisors New York	$344K	-$345K	13	0.22%	Reduced
2702	Focused Wealth Management Newburgh, New York	$344K	+$1.65K	6	0.05%	Increased
2703	Turim 21 Investimentos Rio De Janeiro, Brazil	$344K	$0	1	0.15%	Maintained
2704	FAM Flaharty Asset Management Clearwater, Florida	$343K	+$82.7K	2	0.06%	Increased
2705	WMP Wealth Management Partners Tucson, Arizona	$343K	+$3.42K	1	0.24%	Increased
2706	WMS Partners Towson, Maryland	$342K	+$11.3K	1	0.07%	Increased
2707	Institutional & Family Asset Management Fort Collins, Colorado	$339K	-$76.8K	8	0.05%	Reduced
2708	MKC M. Kraus & Co Shelburne, Vermont	$339K	$0	1	0.11%	Maintained
2709	AFS AFG Fiduciary Services Hingham, Massachusetts	$337K	+$299K	1	0.24%	New
2710	BBNA Bremer Bank National Association St Paul, Minnesota	$337K	$0	1	0.06%	Maintained
2711	Garrett Wealth Advisory Group Weatherford, Texas	$337K	+$1.33K	1	0.16%	Increased
2712	SCM Spreng Capital Management Bucyrus, Ohio	$337K	$0	1	0.19%	Maintained
2713	Vicus Capital State College, Pennsylvania	$336K	+$341K	1	0.03%	New
2714	KMG Fiduciary Partners Toledo, Ohio	$334K	$0	1	0.05%	Maintained
2715	Machina Capital Paris, France	$333K	+$115K	1	0.8%	Increased
2716	HFP Holistic Financial Partners Indianapolis, Indiana	$332K	-$37.6K	1	0.19%	Reduced
2717	JFS Wealth Advisors Hermitage, Pennsylvania	$331K	+$40.3K	17	0.03%	Increased
2718	Woodmont Investment Counsel Nashville, Tennessee	$331K	-$3.15K	1	0.04%	Reduced
2719	Veritas Investment Management (UK) London, United Kingdom	$330K	$0	1	0.05%	Maintained
2720	Rockbridge Investment Management Syracuse, New York	$328K	$0	4	0.05%	Maintained
2721	BFAG Blackston Financial Advisory Group The Villages, Florida	$326K	+$295K	1	0.19%	New
2722	Dodge & Cox San Francisco, California	$326K	$0	1	0%	Maintained
2723	EWM EPG Wealth Management Atlanta, Georgia	$326K	+$16.5K	1	0.11%	Increased
2724	LHC Little House Capital Braintree, Massachusetts	$325K	$0	1	0.17%	Maintained
2725	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$324K	$0	1	0.22%	Maintained