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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	ATC Adirondack Trust Company Saratoga Springs, New York	$394K	+$361	5	0.15%	Increased
3202	PIA Pinion Investment Advisors Wichita, Kansas	$393K	-$20.5K	1	0.16%	Reduced
3203	WH Whitcomb & Hess Ashland, Ohio	$391K	+$105K	2	0.12%	Increased
3204	Platform Technology Partners New York	$391K	-$1.53K	1	0.12%	Reduced
3205	RCM Riverpark Capital Management New York	$391K	-$110K	1	0.71%	Reduced
3206	RWP Ridgecrest Wealth Partners Mill Valley, California	$390K	+$30.6K	1	0.2%	Increased
3207	ACC Acorn Creek Capital Fort Collins, Colorado	$385K	-$1.53K	1	0.2%	Reduced
3208	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$385K	+$355K	1	0.14%	New
3209	SSW Stone Summit Wealth Miami, Florida	$385K	-$30.6K	1	0.12%	Reduced
3210	LCM Liberty Capital Management Birmingham, Michigan	$384K	$0	1	0.08%	Maintained
3211	IMA Advisory Services Denver, Colorado	$384K	+$28.1K	2	0.08%	Increased
3212	AIM Athena Investment Management Orinda, California	$381K	-$15.3K	1	0.22%	Reduced
3213	Trek Financial Scottsdale, Arizona	$380K	-$3.57M	1	0.03%	Reduced
3214	Hexagon Capital Partners Rogers, Arkansas	$379K	+$62.6K	13	0.07%	Increased
3215	TWA Tandem Wealth Advisors Phoenix, Arizona	$379K	+$9.47K	1	0.19%	Increased
3216	ACP Arcus Capital Partners Atlanta, Georgia	$379K	-$259K	1	0.14%	Reduced
3217	Almanack Investment Partners Wayne, Pennsylvania	$378K	+$80.7K	1	0.06%	Increased
3218	ECM EMC Capital Management Houston, Texas	$377K	+$1.01M	2	0.25%	Increased
3219	TPWM Twelve Points Wealth Management Concord, Massachusetts	$375K	-$4.26M	1	0.12%	Reduced
3220	NWA Navis Wealth Advisors Rye Brook, New York	$374K	+$11.4K	1	0.41%	Increased
3221	RIG Renaissance Investment Group Lenox, Massachusetts	$374K	$0	1	0.08%	Maintained
3222	MAG MRA Advisory Group Parsippany, New Jersey	$373K	+$819	1	0.2%	Increased
3223	YLHM Yelin Lapidot Holdings Management Tel Aviv, Israel	$372K	$0	1	0.06%	Maintained
3224	Evolution Wealth Advisors Aventura, Florida	$372K	+$405K	1	0.07%	New
3225	Signet Financial Management Parsippany, New Jersey	$371K	-$7.32K	2	0.05%	Reduced