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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
2801	Sax Wealth Advisors Parsippany, New Jersey	$257K	$0	1	0.05%	Maintained
2802	AGC Aspen Grove Capital Avon, Colorado	$256K	+$257K	1	0.08%	New
2803	FM Family Management New York	$256K	$0	1	0.06%	Maintained
2804	AFS AFG Fiduciary Services Hingham, Massachusetts	$256K	$0	1	0.19%	Maintained
2805	CC Cornerstone Capital Palo Alto, California	$255K	$0	1	0.03%	Maintained
2806	KFS Kaizen Financial Strategies Campbell, California	$255K	$0	1	0.22%	Maintained
2807	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$255K	$0	1	0.08%	Maintained
2808	TFA Triad Financial Advisors Greensboro, North Carolina	$255K	-$17K	1	0.1%	Reduced
2809	SGC Slocum, Gordon & Co Newport, Rhode Island	$254K	$0	1	0.18%	Maintained
2810	MAG Mayfair Advisory Group Birmingham, Alabama	$254K	-$5.02K	1	0.25%	Reduced
2811	CAM Cypress Asset Management Houston, Texas	$254K	$0	1	0.08%	Maintained
2812	DBT Dubuque Bank & Trust Dubuque, Iowa	$254K	+$30.6K	1	0.03%	Increased
2813	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$253K	$0	1	0.05%	Maintained
2814	MFS Madrona Financial Services Everett, Washington	$252K	-$29K	1	0.12%	Reduced
2815	NC NBW Capital Boston, Massachusetts	$252K	-$7.13K	1	0.06%	Reduced
2816	SSW Stone Summit Wealth Miami, Florida	$252K	-$9.15K	1	0.1%	Reduced
2817	SIC Shoker Investment Counsel Oxford, Ohio	$251K	$0	1	0.11%	Maintained
2818	KFS Kurt F. Somerville	$251K	$0	1	0.05%	Maintained
2819	CAWM Capital Advisors Wealth Management Yakima, Washington	$251K	$0	1	0.06%	Maintained
2820	CPRC Consolidated Portfolio Review Corp Woodbury, New York	$251K	-$369	2	0.06%	Reduced
2821	MCM MV Capital Management Bethesda, Maryland	$251K	+$8.86K	7	0.03%	Increased
2822	MIC Meridian Investment Counsel Lafayette, California	$250K	$0	1	0.09%	Maintained
2823	EI EDMP Inc Lutz, Florida	$249K	$0	1	0.24%	Maintained
2824	SAF Smith Anglin Financial Dallas, Texas	$248K	+$2.47K	1	0.03%	Increased
2825	CWM Cahaba Wealth Management Atlanta, Georgia	$248K	-$23.7K	1	0.03%	Reduced