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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
3101	VWM Valley Wealth Managers Paramus, New Jersey	$239K	$0	3	0.02%	Maintained
3102	AFT Alpha Family Trust Los Angeles, California	$237K	-$257K	1	0.16%	Reduced
3103	DWA Delap Wealth Advisory Lake Oswego, Oregon	$237K	+$217K	1	0.11%	New
3104	LAS Lloyd Advisory Services Suwanee, Georgia	$237K	-$3.54M	1	0.11%	Reduced
3105	BFAG Blackston Financial Advisory Group The Villages, Florida	$237K	-$26.2K	1	0.15%	Reduced
3106	VP Verum Partners Charlotte, North Carolina	$236K	-$5.08K	1	0.09%	Reduced
3107	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$236K	-$32.3K	1	0.02%	Reduced
3108	CWM Cahaba Wealth Management Atlanta, Georgia	$235K	-$36.4K	1	0.02%	Reduced
3109	GAM Gould Asset Management Claremont, California	$235K	+$199K	1	0.06%	New
3110	SWM Silverlake Wealth Management Williston, Vermont	$234K	-$46.8K	1	0.13%	Reduced
3111	RFO RiverGlades Family Offices Naples, Florida	$233K	+$187K	1	0.19%	New
3112	CPA Capital Performance Advisors Walnut Creek, California	$232K	+$211K	2	0.1%	New
3113	TAM Tucker Asset Management Littleton, Colorado	$232K	-$40	8	0.06%	Reduced
3114	TFM TFC Financial Management Boston, Massachusetts	$231K	-$39.3K	9	0.05%	Reduced
3115	DFG Demars Financial Group Spokane Valley, Washington	$230K	-$53K	1	0.12%	Reduced
3116	CCM Carlson Capital Management Northfield, Minnesota	$229K	-$18.2K	1	0.01%	Reduced
3117	CCM Carderock Capital Management Chevy Chase, Maryland	$229K	-$12.9K	1	0.06%	Reduced
3118	TPW TL Private Wealth Southlake, Texas	$229K	$0	1	0.12%	Maintained
3119	NCM Northside Capital Management Hood River, Oregon	$229K	+$194K	1	0.07%	New
3120	PVM Palogic Value Management Dallas, Texas	$228K	+$195K	1	0.1%	New
3121	FLC Fifth Lane Capital Austin, Texas	$228K	-$270K	1	0.27%	Reduced
3122	NFP Narus Financial Partners Salt Lake City, Utah	$228K	$0	1	0.11%	Maintained
3123	DAM Doheny Asset Management Los Angeles, California	$228K	$0	1	0.22%	Maintained
3124	KWS Keystone Wealth Services Palm Desert, California	$228K	+$204K	1	0.08%	New
3125	JWS Juncture Wealth Strategies Scottsdale, Arizona	$228K	+$194K	1	0.1%	New