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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	FSC Full Sail Capital Oklahoma City, Oklahoma	$273K	$0	1	0.02%	Maintained
2777	Eagle Global Advisors Houston, Texas	$273K	$0	1	0.02%	Maintained
2778	CSI Cross Staff Investments Pittsford, New York	$272K	-$31.4K	1	0.25%	Reduced
2779	SPP Single Point Partners Boston, Massachusetts	$272K	+$238K	1	0.38%	New
2780	WFC Western Financial Corp San Diego, California	$271K	-$6.33K	1	0.18%	Reduced
2781	CWM Cedar Wealth Management Walnut Creek, California	$270K	$0	2	0.1%	Maintained
2782	AA Addison Advisors Middlebury, Vermont	$269K	+$10.6K	2	0.13%	Increased
2783	MKC M. Kraus & Co Shelburne, Vermont	$266K	-$10.7K	1	0.09%	Reduced
2784	Waverly Advisors Birmingham, Alabama	$265K	-$75.8K	1	0.01%	Reduced
2785	BC Barrett & Company Providence, Rhode Island	$264K	+$25.4K	5	0.15%	Increased
2786	CWAG Carlsbad Wealth Advisory Group Carlsbad, California	$262K	+$230K	1	0.17%	New
2787	RFS Retirement Financial Solutions Knoxville, Tennessee	$262K	$0	1	0.18%	Maintained
2788	PPW Parcion Private Wealth Bellevue, Washington	$262K	-$3.57K	1	0.03%	Reduced
2789	SNB Security National Bank Omaha, Nebraska	$261K	-$2.11K	1	0.07%	Reduced
2790	KFP KMG Fiduciary Partners Toledo, Ohio	$260K	+$1.11K	1	0.03%	Increased
2791	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$259K	$0	1	0.09%	Maintained
2792	MCC Malaga Cove Capital Pv Estates, California	$259K	+$228K	1	0.12%	New
2793	FNBOSM First National Bank of South Miami South Miami, Florida	$258K	-$35.2K	1	0.21%	Reduced
2794	PFP Paragon Financial Partners Woodland Hills, California	$258K	+$1.05K	1	0.24%	Increased
2795	DWM Defined Wealth Management Beaverton, Oregon	$258K	+$17	1	0.22%	Increased
2796	PCM Passive Capital Management Baltimore, Maryland	$258K	$0	1	0.11%	Maintained
2797	HP Hilltop Partners Mishawaka, Indiana	$257K	$0	1	0.11%	Maintained
2798	FPCP Fort Point Capital Partners San Francisco, California	$257K	-$6.23M	1	0.04%	Reduced
2799	SC Sepio Capital Salt Lake City, Utah	$257K	$0	1	0.02%	Maintained
2800	DCM Deuterium Capital Management Clearwater, Florida	$257K	-$99.4K	1	0.33%	Reduced