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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
3076	KCM KRS Capital Management Bloomfield, Michigan	$64K	+$58.3K	1	0.05%	New
3077	WB West Bancorporation West Des Moines, Iowa	$64K	+$60.5K	3	0.05%	New
3078	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$64K	+$60.1K	2	0.04%	New
3079	DI Disciplined Investments Tulsa, Oklahoma	$62K	+$33.7K	3	0.03%	Increased
3080	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$61K	+$57.5K	5	0.04%	New
3081	ODG O'Dell Group Cincinnati, Ohio	$61K	$0	2	0.02%	Maintained
3082	ANBT American National Bank & Trust Wichita Falls, Texas	$60K	-$12.9K	2	0.01%	Reduced
3083	NIC Northwest Investment Counselors Lake Oswego, Oregon	$58K	+$54.7K	5	0.01%	New
3084	GRIM Greenhaven Road Investment Management Greenwich, Connecticut	$56K	$0	1	0.01%	Maintained
3085	WAS Winch Advisory Services Appleton, Wisconsin	$56K	-$2.27K	5	0.02%	Reduced
3086	AW Avion Wealth The Woodlands, Texas	$55K	-$9.45K	3	0.02%	Reduced
3087	EWM Elmwood Wealth Management Berkeley, California	$54K	+$52.8K	1	0.03%	New
3088	MFA McClarren Financial Advisors State College, Pennsylvania	$54K	+$362	3	0.04%	Increased
3089	RA Rational Advisors Huntington, New York	$54K	-$570K	2	0%	Reduced
3090	TF TimeScale Financial Danvers, Massachusetts	$54K	+$236	5	0.01%	Increased
3091	MWA Moser Wealth Advisors Bellevue, Washington	$53K	-$42.6K	1	0.03%	Reduced
3092	MAM McCarthy Asset Management Redwood Shores, California	$50K	$0	2	0.03%	Maintained
3093	BAM Bellevue Asset Management Bellevue, Washington	$49K	+$2.85K	3	0.03%	Increased
3094	IAS IMA Advisory Services Denver, Colorado	$49K	$0	2	0.01%	Maintained
3095	MW Milestone Wealth Buffalo, New York	$49K	+$66K	1	0.04%	New
3096	NCA New Century Advisors Chevy Chase, Maryland	$47K	+$43.8K	1	0.04%	New
3097	ATC Adirondack Trust Company Saratoga Springs, New York	$46K	-$6.63K	2	0.02%	Reduced
3098	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$46K	+$46.3K	4	0.01%	New
3099	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$46K	-$4.14K	1	0.02%	Reduced
3100	Sageworth Trust Lancaster, Pennsylvania	$45K	-$150K	7	0%	Reduced