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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	Aspiriant LLC Los Angeles, California	$260K	+$6.62K	1	0.01%	Increased
3052	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$260K	$0	1	0.05%	Maintained
3053	UW Unique Wealth Clearwater, Florida	$260K	+$238K	1	0.08%	New
3054	SCA Summit Creek Advisors Minneapolis, Minnesota	$260K	+$215K	1	0.03%	New
3055	RWP Ridgecrest Wealth Partners Mill Valley, California	$260K	$0	1	0.17%	Maintained
3056	NRC New Republic Capital Charlotte, North Carolina	$259K	+$237K	1	0.18%	New
3057	CWA Consilium Wealth Advisory Richardson, Texas	$259K	$0	1	0.16%	Maintained
3058	AWM Avaii Wealth Management Appleton, Wisconsin	$259K	+$202K	1	0.17%	New
3059	TFF The Family Firm Bethesda, Maryland	$259K	$0	1	0.07%	Maintained
3060	Pure Financial Advisors San Diego, California	$256K	+$217K	1	0.01%	New
3061	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$256K	-$347K	3	0.01%	Reduced
3062	JCFM JBR Co Financial Management Ardmore, Oklahoma	$255K	+$233K	1	0.24%	New
3063	BMC Beaton Management Company Haverhill, Massachusetts	$254K	$0	1	0.15%	Maintained
3064	Deerfield Management New York	$254K	+$203K	2	0%	New
3065	EGA E&G Advisors Houston, Texas	$254K	-$157K	1	0.09%	Reduced
3066	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$253K	+$11K	1	0.04%	Increased
3067	E Fund Management Guangzhou, China	$251K	-$19.3K	1	0.02%	Reduced
3068	LIM Letson Investment Management Atlanta, Georgia	$251K	+$225K	1	0.12%	New
3069	UF Univest Financial Souderton, Pennsylvania	$250K	-$4.2K	1	0.07%	Reduced
3070	WW Westshore Wealth Newport Beach, California	$249K	-$22.1K	1	0.12%	Reduced
3071	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$249K	-$9.49K	1	0.17%	Reduced
3072	AGC Aspen Grove Capital Avon, Colorado	$249K	+$237K	1	0.08%	New
3073	G GenTrust Miami, Florida	$248K	+$211K	1	0.02%	New
3074	NFG Nadler Financial Group Deerfield, Illinois	$248K	$0	1	0.03%	Maintained
3075	WH Whitcomb & Hess Ashland, Ohio	$248K	$0	1	0.09%	Maintained