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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
3151	MIC Meridian Investment Counsel Lafayette, California	$431K	+$15.3K	1	0.13%	Increased
3152	PCM Presidio Capital Management San Diego, California	$430K	+$359K	1	0.28%	New
3153	CI Chartist Inc Seal Beach, California	$428K	-$1.64K	1	0.22%	Reduced
3154	JF Joule Financial Lexington, Kentucky	$428K	-$93.8K	1	0.16%	Reduced
3155	TLFA True Link Financial Advisors San Francisco, California	$427K	-$4.83K	1	0.04%	Reduced
3156	FWM Fingerlakes Wealth Management Ithaca, New York	$426K	-$39.3K	1	0.35%	Reduced
3157	BB Bell Bank Fargo, North Dakota	$426K	+$6.95K	2	0.05%	Increased
3158	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$426K	$0	1	0.31%	Maintained
3159	TA Teton Advisors Rye, New York	$425K	-$199K	1	0.19%	Reduced
3160	BIP Wealth Atlanta, Georgia	$424K	+$136K	1	0.03%	Increased
3161	CC Corton Capital Carrying Place, Ontario, Canada	$424K	-$759K	2	0.21%	Reduced
3162	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$424K	-$291K	2	0.1%	Reduced
3163	LAS Legacy Advisory Services Exton, Pennsylvania	$424K	$0	1	0.36%	Maintained
3164	FFA Fortune Financial Advisors Overland Park, Kansas	$424K	-$6.11K	1	0.38%	Reduced
3165	FWM Focused Wealth Management Newburgh, New York	$424K	$0	1	0.06%	Maintained
3166	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$423K	+$13.8K	9	0.15%	Increased
3167	LFA LGT Financial Advisors Dallas, Texas	$421K	-$392K	8	1.04%	Reduced
3168	BOSSRA B.O.S.S. Retirement Advisors Lehi, Utah	$421K	-$3.38M	1	0.08%	Reduced
3169	TPWA TRUE Private Wealth Advisors Salem, Oregon	$420K	-$775K	1	0.05%	Reduced
3170	CA Calton & Associates Tampa, Florida	$419K	+$150K	1	0.16%	Increased
3171	LGA Lebenthal Global Advisors Hauppauge, New York	$419K	-$3.21K	1	0.09%	Reduced
3172	BIA Bell Investment Advisors Oakland, California	$419K	+$10.6K	23	0.08%	Increased
3173	MLA My Legacy Advisors Bend, Oregon	$417K	-$105K	1	0.16%	Reduced
3174	AWM Altus Wealth Management Ft Mitchell, Kentucky	$417K	$0	1	0.2%	Maintained
3175	LJHT Laurie J. Hall Trustee	$417K	$0	1	0.13%	Maintained