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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
3026	LAM Lewis Asset Management Lafayette, California	$270K	+$259K	1	0.25%	New
3027	SPFA Summit Place Financial Advisors Summit, New Jersey	$269K	$0	1	0.18%	Maintained
3028	FFG Frisch Financial Group Melville, New York	$269K	+$228K	1	0.1%	New
3029	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$269K	+$1.63K	1	0.05%	Increased
3030	QWM Quaker Wealth Management Moorestown, New Jersey	$268K	+$681	1	0.12%	Increased
3031	FFO Fortitude Family Office Scottsdale, Arizona	$267K	+$242K	8	0.2%	New
3032	VWA Valued Wealth Advisors Holladay, Utah	$267K	+$271K	6	0.25%	New
3033	TWA Talisman Wealth Advisors Mountainside, New Jersey	$267K	+$2.43K	1	0.4%	Increased
3034	EC EJF Capital Arlington, Virginia	$267K	$0	1	0.14%	Maintained
3035	LWA Ledgewood Wealth Advisors Exeter, New Hampshire	$266K	+$239K	1	0.25%	New
3036	AFS AFG Fiduciary Services Hingham, Massachusetts	$266K	$0	1	0.22%	Maintained
3037	AP Adero Partners Pleasanton, California	$266K	-$13.3K	1	0.02%	Reduced
3038	CC Cornerstone Capital Palo Alto, California	$266K	$0	1	0.03%	Maintained
3039	HCP Hexagon Capital Partners Rogers, Arkansas	$266K	+$10.1K	14	0.06%	Increased
3040	EFG Embree Financial Group Chicago, Illinois	$265K	+$226K	1	0.06%	New
3041	WAM Worth Asset Management Dallas, Texas	$264K	$0	1	0.19%	Maintained
3042	HKIM Hayek Kallen Investment Management Fairhope, Alabama	$264K	$0	1	0.11%	Maintained
3043	C CEDRUS Littleton, Colorado	$264K	-$22.5K	1	0.16%	Reduced
3044	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$263K	-$440	1	0.07%	Reduced
3045	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$262K	+$103K	3	0.17%	Increased
3046	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$262K	+$221	5	0.04%	Increased
3047	NC NBW Capital Boston, Massachusetts	$261K	-$341	1	0.06%	Reduced
3048	PIA Perennial Investment Advisors Los Angeles, California	$261K	+$223K	1	0.04%	New
3049	CAM Cypress Asset Management Houston, Texas	$261K	$0	1	0.08%	Maintained
3050	PSC Portman Square Capital London, United Kingdom	$261K	$0	1	0.01%	Maintained