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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
2851	WWM Waterway Wealth Management The Woodlands, Texas	$2.74M	-$1.74M	2	0.56%	Reduced
2852	CS Capital Square Chattanooga, Tennessee	$2.74M	+$825K	3	1.2%	Increased
2853	CPC Congress Park Capital Saratoga Springs, New York	$2.74M	+$4.17K	3	0.74%	Increased
2854	AWM Ariadne Wealth Management Santa Barbara, California	$2.74M	-$196K	4	1.21%	Reduced
2855	F1I Fund 1 Investments Rincon, Puerto Rico	$2.73M	+$2.23M	1	0.45%	Increased
2856	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$2.73M	-$150K	2	0.58%	Reduced
2857	DE Diversified Enterprises Wilmington, Delaware	$2.73M	+$193K	7	0.13%	Increased
2858	WWM Walser Wealth Management Tampa, Florida	$2.73M	+$234K	3	1.13%	Increased
2859	NRC New Republic Capital Charlotte, North Carolina	$2.72M	+$1.57M	5	0.63%	Increased
2860	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$2.72M	+$50.7K	3	1.25%	Increased
2861	KWM Kingsman Wealth Management Pensacola, Florida	$2.72M	+$1.41M	1	1.27%	Increased
2862	SWA Stratos Wealth Advisors Beachwood, Ohio	$2.71M	-$1.43M	5	0.15%	Reduced
2863	BBI Baxter Bros Inc Riverside, Connecticut	$2.71M	+$177K	2	0.31%	Increased
2864	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$2.71M	+$239K	5	0.12%	Increased
2865	PP Patron Partners Houston, Texas	$2.71M	+$433K	3	1.04%	Increased
2866	FA FSA Advisors Troy, Michigan	$2.7M	+$43.9K	2	1.24%	Increased
2867	IAS IMA Advisory Services Denver, Colorado	$2.7M	+$1.1M	14	0.17%	Increased
2868	BB Burford Brothers Dallas, Texas	$2.7M	+$1.86M	1	0.99%	New
2869	SIS Sound Income Strategies Ft Lauderdale, Florida	$2.7M	-$19.9M	6	0.12%	Reduced
2870	TPSF Texas Permanent School Fund Austin, Texas	$2.69M	+$1.99M	1	0.12%	Increased
2871	VIP Value Investment Professionals New York	$2.69M	-$837K	1	2.26%	Reduced
2872	AT Adelphi Trust Saint Petersburg, Florida	$2.69M	+$369K	4	1.78%	Increased
2873	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$2.69M	-$41.5K	9	0.68%	Reduced
2874	JF JSF Financial Los Angeles, California	$2.68M	-$478K	1	0.42%	Reduced
2875	WFA Wellspring Financial Advisors Cleveland, Ohio	$2.68M	+$660K	7	0.18%	Increased