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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	CNWM Clay Northam Wealth Management Huntington Beach, California	$321K	-$207K	1	0.26%	Reduced
3102	TT TI-Trust Quincy, Illinois	$321K	+$281K	1	0.24%	New
3103	MGAM McGowan Group Asset Management Dallas, Texas	$321K	$0	1	0.05%	Maintained
3104	LAM Lifestyle Asset Management Friendswood, Texas	$321K	-$17.1K	1	0.19%	Reduced
3105	JSAM J. Safra Asset Management New York	$320K	-$212K	3	0.04%	Reduced
3106	LIM Letson Investment Management Atlanta, Georgia	$320K	$0	1	0.14%	Maintained
3107	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$318K	-$8.71K	1	0.08%	Reduced
3108	KA Kearns & Associates Palos Verdes Estates, California	$318K	$0	1	0.25%	Maintained
3109	BWM BCS Wealth Management Johnson City, Tennessee	$317K	$0	1	0.1%	Maintained
3110	TMWM Taylor & Morgan Wealth Management Flint, Michigan	$316K	-$3.92K	1	0.23%	Reduced
3111	DA Denali Advisors San Diego, California	$316K	-$3.05K	1	0.09%	Reduced
3112	WH Whitcomb & Hess Ashland, Ohio	$316K	$0	1	0.1%	Maintained
3113	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$315K	+$1.13K	1	0.03%	Increased
3114	HCA Hyperion Capital Advisors New York	$315K	+$242K	1	0.15%	New
3115	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$315K	+$10K	1	0.05%	Increased
3116	RW Rede Wealth Charlottesville, Virginia	$314K	$0	1	0.13%	Maintained
3117	BFA Buttonwood Financial Advisors Baltimore, Maryland	$313K	$0	1	0.15%	Maintained
3118	GWP Gateway Wealth Partners Appleton, Wisconsin	$312K	+$42.4K	1	0.11%	Increased
3119	NFSG Newbridge Financial Services Group Boca Raton, Florida	$311K	+$155K	7	0.14%	Increased
3120	NRC New Republic Capital Charlotte, North Carolina	$311K	-$23K	1	0.2%	Reduced
3121	ACS Archford Capital Strategies Swansea, Illinois	$310K	+$32K	1	0.05%	Increased
3122	VP Verum Partners Charlotte, North Carolina	$309K	+$3.01K	1	0.11%	Increased
3123	BWM Bullock Wealth Management Bloomington, Indiana	$309K	+$112K	3	0.21%	Increased
3124	CIAS CBIZ Investment Advisory Services Independence, Ohio	$309K	+$279K	4	0.02%	New
3125	AFT Alpha Family Trust Los Angeles, California	$308K	$0	1	0.19%	Maintained