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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
2751	TFM TFC Financial Management Boston, Massachusetts	$105K	+$30K	4	0.03%	Increased
2752	RA Rise Advisors Rochester, New York	$104K	+$30.2K	5	0.09%	Increased
2753	BC Burleson & Co Petaluma, California	$103K	-$1.4K	1	0.02%	Reduced
2754	DWM Defined Wealth Management Beaverton, Oregon	$101K	+$117K	1	0.11%	New
2755	HCM HM Capital Management Clayton, Missouri	$100K	$0	1	0.06%	Maintained
2756	GG Gleason Group Prospect, Kentucky	$99K	+$548	2	0.03%	Increased
2757	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$99K	-$4K	3	0.02%	Reduced
2758	FFC First Financial Corp Terre Haute, Indiana	$93K	$0	2	0.06%	Maintained
2759	CSPAM Cary Street Partners Asset Management Richmond, Virginia	$91K	+$97.3K	2	0.02%	New
2760	AF Arrow Financial Glens Falls, New York	$88K	$0	1	0.01%	Maintained
2761	CAM Costello Asset Management Feasterville, Pennsylvania	$88K	$0	3	0.08%	Maintained
2762	ONST Old North State Trust Greensboro, North Carolina	$88K	+$94.6K	3	0.08%	New
2763	FA Flagstar Advisors New York	$87.4K	+$105K	1	0.03%	New
2764	ACM Antonetti Capital Management Naples, Florida	$87K	$0	2	0.1%	Maintained
2765	JFA JNBA Financial Advisors Bloomington, Minnesota	$87K	-$8.03K	5	0.01%	Reduced
2766	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$86K	$0	3	0.08%	Maintained
2767	CPP Capasso Planning Partners Charleston, South Carolina	$85K	-$102K	1	0.06%	Reduced
2768	LF Lee Financial Dallas, Texas	$85K	-$24K	10	0.02%	Reduced
2769	GTAM Global Trust Asset Management West Palm Beach, Florida	$84K	+$878	2	0.04%	Increased
2770	Magellan Asset Management Sydney, Australia	$81K	+$95.6K	1	0%	New
2771	SIC SJS Investment Consulting Sylvania, Ohio	$81K	+$93.7K	14	0.03%	New
2772	TAM Tucker Asset Management Littleton, Colorado	$80.3K	+$2.99K	8	0.03%	Increased
2773	FCT First Community Trust Dubuque, Iowa	$80K	$0	4	0.11%	Maintained
2774	KCM Kathmere Capital Management Wayne, Pennsylvania	$80K	+$82.6K	1	0.02%	New
2775	SN Sittner & Nelson Eugene, Oregon	$80K	-$29.7K	5	0.05%	Reduced