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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
3201	GG Greenwood Gearhart Fayetteville, Arkansas	$263K	-$90.3K	1	0.03%	Reduced
3202	Wilmington Savings Fund Society Wilmington, Delaware	$263K	+$201K	1	0.01%	New
3203	QWM Quaker Wealth Management Moorestown, New Jersey	$262K	+$784	1	0.11%	Increased
3204	AP Adero Partners Pleasanton, California	$262K	+$1.57K	1	0.02%	Increased
3205	EFG Embree Financial Group Chicago, Illinois	$262K	+$2.22K	1	0.05%	Increased
3206	KWS Keystone Wealth Services Palm Desert, California	$261K	$0	1	0.08%	Maintained
3207	ACM ADAR1 Capital Management Austin, Texas	$261K	+$292K	1	0.06%	New
3208	BIP Wealth Atlanta, Georgia	$261K	+$228K	1	0.02%	New
3209	PWMG Private Wealth Management Group Princeton, New Jersey	$261K	-$1.22K	16	0.12%	Reduced
3210	EC EJF Capital Arlington, Virginia	$260K	$0	1	0.18%	Maintained
3211	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$259K	-$126K	1	0.04%	Reduced
3212	G GenTrust Miami, Florida	$259K	$0	1	0.02%	Maintained
3213	TIA Tandem Investment Advisors Charleston, South Carolina	$259K	+$226K	1	0.01%	New
3214	BLAM Bourne Lent Asset Management Pawling, New York	$258K	+$198K	1	0.1%	New
3215	GWA Gratus Wealth Advisors Virginia Beach, Virginia	$255K	+$226K	1	0.05%	New
3216	NRW Nova R Wealth Overland Park, Kansas	$255K	+$223K	1	0.13%	New
3217	CWA Cascade Wealth Advisors Wenatchee, Washington	$254K	+$218K	1	0.22%	New
3218	WP WMS Partners Towson, Maryland	$254K	+$194K	1	0.02%	New
3219	AFS AFG Fiduciary Services Hingham, Massachusetts	$253K	$0	1	0.19%	Maintained
3220	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$252K	$0	1	0.02%	Maintained
3221	MFP Meridian Financial Partners Warrenton, Virginia	$252K	+$219K	1	0.32%	New
3222	KI Kapitalo Investimentos Sao Paulo, Brazil	$252K	-$1.48M	1	0.06%	Reduced
3223	VFP Verus Financial Partners Richmond, Virginia	$252K	$0	1	0.03%	Maintained
3224	MIM Meridiem Investment Management London, United Kingdom	$251K	$0	1	0%	Maintained
3225	ACA Affinity Capital Advisors Berkeley, California	$251K	+$220K	1	0.06%	New