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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
2776	PPW Parcion Private Wealth Bellevue, Washington	$285K	$0	1	0.03%	Maintained
2777	CAC Core Alternative Capital Peachtree Corners, Georgia	$284K	+$272K	5	0.06%	New
2778	FFMBT First Farmers & Merchants Bank Trust Columbia, Tennessee	$284K	+$272K	1	0.28%	New
2779	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$284K	+$10.8K	1	0.02%	Increased
2780	CG Clarus Group Houston, Texas	$282K	$0	1	0.19%	Maintained
2781	FSC Full Sail Capital Oklahoma City, Oklahoma	$282K	+$76.8K	1	0.02%	Increased
2782	WCG Weaver Consulting Group Huntington Beach, California	$282K	-$80.5K	1	0.14%	Reduced
2783	FPCP Fort Point Capital Partners San Francisco, California	$281K	-$4.81K	1	0.04%	Reduced
2784	QC QCM Cayman Houston, Texas	$280K	+$311K	2	1.7%	New
2785	VFA Voya Financial Advisors Windsor, Connecticut	$280K	+$249K	1	0.03%	New
2786	WAM Watershed Asset Management San Francisco, California	$280K	+$273K	1	0.25%	New
2787	Capital Wealth Planning Naples, Florida	$279K	+$292K	1	0.01%	New
2788	PAG Private Advisory Group Redmond, Washington	$279K	+$292K	1	0.05%	New
2789	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$278K	+$270K	1	0.21%	New
2790	SAM Silphium Asset Management London, United Kingdom	$277K	-$2.07M	1	0.26%	Reduced
2791	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$276K	+$118K	3	0.01%	Increased
2792	MCM McRae Capital Management Morristown, New Jersey	$276K	+$320	1	0.06%	Increased
2793	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$275K	$0	1	0.42%	Maintained
2794	BPFA Barnes Pettey Financial Advisors Clarksdale, Mississippi	$274K	+$260K	1	0.32%	New
2795	COF Capital One Financial Mclean, Virginia	$274K	-$97.6K	1	0.03%	Reduced
2796	TFO Tarbox Family Office Newport Beach, California	$274K	+$2.35K	11	0.05%	Increased
2797	MCF Advisors Covington, Kentucky	$273K	+$26.8K	1	5.83%	Increased
2798	ST Somerset Trust Somerset, Pennsylvania	$273K	+$2.56K	1	0.1%	Increased
2799	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$273K	-$22K	1	0.16%	Reduced
2800	AMG Advisors Management Group La Crosse, Wisconsin	$272K	+$47	1	0.08%	Increased