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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
3051	FB First Bancorp Damariscotta, Maine	$2.14M	+$84.7K	4	0.85%	Increased
3052	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$2.14M	+$719K	2	0.23%	Increased
3053	ADL Asset Dedication LLC San Francisco, California	$2.14M	+$30.8K	15	0.13%	Increased
3054	PPWM Premier Private Wealth Management Palm Harbor, Florida	$2.14M	+$166K	1	1.87%	Increased
3055	CQWA Chokshi & Queen Wealth Advisors San Diego, California	$2.14M	+$1.01M	2	0.99%	Increased
3056	QL Quarry LP New York	$2.14M	+$351K	36	0.18%	Increased
3057	TWM TRB Wealth Management Houston, Texas	$2.13M	-$151K	5	0.28%	Reduced
3058	Forum Financial Management Lombard, Illinois	$2.13M	+$1.02M	5	0.03%	Increased
3059	PWAM Papamarkou Wellner Asset Management New York	$2.13M	+$256K	2	1.34%	Increased
3060	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$2.13M	-$123K	4	0.05%	Reduced
3061	NWMG Nicholson Wealth Management Group Charlestown, South Carolina	$2.13M	+$143K	2	1.26%	Increased
3062	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$2.13M	+$621K	5	0.07%	Increased
3063	PBT Pictet Bank & Trust Nassau, Bahamas	$2.13M	-$63.7K	1	2.28%	Reduced
3064	ORG Optimist Retirement Group Bellevue, Washington	$2.13M	+$493K	3	0.82%	Increased
3065	APFP Action Point Financial Planning Grand Rapids, Michigan	$2.13M	+$1.89M	31	0.22%	New
3066	KCM Kanawha Capital Management Richmond, Virginia	$2.13M	+$27K	2	0.14%	Increased
3067	YC Yarbrough Capital Franklin, Tennessee	$2.12M	+$2.01M	1	0.06%	New
3068	SPF South Plains Financial Lubbock, Texas	$2.12M	-$49.2K	4	1.14%	Reduced
3069	HFM Hartford Financial Management Hartford, Connecticut	$2.11M	+$2.16K	3	0.47%	Increased
3070	AI Arvest Investments Lowell, Arkansas	$2.11M	-$528	2	0.26%	Reduced
3071	JWM Jacksonville Wealth Management Jacksonville, Florida	$2.11M	-$67.6K	1	1.19%	Reduced
3072	MA Modus Advisors Excelsior, Minnesota	$2.1M	-$49.9K	3	0.52%	Reduced
3073	NCM NCM Capital Management Ramsey, New Jersey	$2.1M	-$10.1K	1	0.65%	Reduced
3074	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$2.1M	+$1.1M	3	0.23%	Increased
3075	GCA Genesee Capital Advisors Auburn, New York	$2.09M	+$1.91M	3	0.66%	Increased