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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
2951	HW HORAN Wealth Cincinnati, Ohio	$2.42M	-$155K	2	0.3%	Reduced
2952	QC Quantessence Capital New York	$2.42M	+$2.31M	5	7.12%	New
2953	SAM Sompo Asset Management Tokyo, Japan	$2.41M	-$348K	4	0.4%	Reduced
2954	VC VarCov Co Darien, Connecticut	$2.41M	+$2.11M	4	0.92%	New
2955	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$2.41M	+$303K	3	0.62%	Increased
2956	WWMP Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania	$2.41M	+$1.93M	2	1.94%	Increased
2957	OL OneFund LLC Saint Petersburg, Florida	$2.4M	+$113K	11	1.36%	Increased
2958	Hills Bank & Trust North Liberty, Iowa	$2.4M	-$143K	3	0.1%	Reduced
2959	SAM Silverback Asset Management Chapel Hill, North Carolina	$2.39M	$0	1	0.26%	Maintained
2960	CT Caldwell Trust Venice, Florida	$2.39M	+$1.02M	12	0.19%	Increased
2961	CH Cromwell Holdings Jackson, Wyoming	$2.38M	+$289K	23	1.07%	Increased
2962	RWP Revolve Wealth Partners Hackensack, New Jersey	$2.38M	+$1.65M	6	0.25%	Increased
2963	TP Tranquility Partners Brentwood, Tennessee	$2.38M	+$124K	3	0.82%	Increased
2964	ARC Advisor Resource Council Dallas, Texas	$2.37M	-$75.4K	3	0.67%	Reduced
2965	HMS Hanseatic Management Services Albuquerque, New Mexico	$2.37M	+$1.53M	2	1.74%	Increased
2966	SIC Sage Investment Counsel Franklin, Tennessee	$2.36M	+$3.13K	1	2.37%	Increased
2967	CPW Cove Private Wealth Oyster Bay Cove, New York	$2.36M	+$320K	4	0.46%	Increased
2968	EM Excalibur Management Waltham, Massachusetts	$2.35M	+$183K	3	0.77%	Increased
2969	LF Lee Financial Dallas, Texas	$2.34M	+$1.07M	2	0.3%	Increased
2970	SFP Shepherd Financial Partners Winchester, Massachusetts	$2.34M	-$27.7K	2	0.19%	Reduced
2971	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$2.33M	-$1.37M	3	0.24%	Reduced
2972	SWM Stronghold Wealth Management Tampa, Florida	$2.33M	+$402K	6	3.12%	Increased
2973	NMC Nine Masts Capital Central, Hong Kong	$2.32M	+$1.08M	1	0.23%	Increased
2974	FPCP Fort Point Capital Partners San Francisco, California	$2.32M	-$79.1K	3	0.16%	Reduced
2975	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$2.32M	+$8.56K	4	0.15%	Increased