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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
3251	CC Cannell Capital Alta, Wyoming	$348K	+$61.1K	1	0.07%	Increased
3252	AGA Altrinsic Global Advisors Stamford, Connecticut	$347K	-$50.7K	1	0.01%	Reduced
3253	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$347K	+$535	1	0.03%	Increased
3254	MCM McDonough Capital Management Orlando, Florida	$346K	-$59.9K	1	0.24%	Reduced
3255	VP Verum Partners Charlotte, North Carolina	$345K	-$2.44K	1	0.1%	Reduced
3256	MJP Michael J. Puzo	$345K	-$36.4K	1	0.09%	Reduced
3257	CWA CM Wealth Advisors Beachwood, Ohio	$344K	$0	1	0.11%	Maintained
3258	NPT Nixon Peabody Trust Boston, Massachusetts	$344K	+$87.7K	1	0.03%	Increased
3259	VWA Valued Wealth Advisors Holladay, Utah	$344K	+$7.84K	11	0.22%	Increased
3260	PWA Peterson Wealth Advisors Orem, Utah	$343K	+$118K	1	0.06%	Increased
3261	TWD True Wealth Design Akron, Ohio	$343K	-$668K	16	0.13%	Reduced
3262	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$343K	+$1.59K	1	0.09%	Increased
3263	FHC First Heartland Consultants Lake St. Louis, Missouri	$342K	-$122K	1	0.04%	Reduced
3264	KA Kearns & Associates Palos Verdes Estates, California	$342K	$0	1	0.23%	Maintained
3265	NFG Nadler Financial Group Deerfield, Illinois	$341K	$0	1	0.04%	Maintained
3266	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$340K	+$10.7K	1	0.06%	Increased
3267	Aspiriant LLC Los Angeles, California	$339K	+$64.2K	1	0.01%	Increased
3268	PGIM Custom Harvest Newark, New Jersey	$337K	+$77.6K	1	0.01%	Increased
3269	WSWA Warren Street Wealth Advisors Newport Beach, California	$337K	+$199K	2	0.14%	Increased
3270	CFS Commonwealth Financial Services Vienna, West Virginia	$336K	+$2.14K	1	0.07%	Increased
3271	BWM BCS Wealth Management Johnson City, Tennessee	$336K	$0	1	0.14%	Maintained
3272	FSC Full Sail Capital Oklahoma City, Oklahoma	$336K	-$174K	1	0.02%	Reduced
3273	TWA Talisman Wealth Advisors Mountainside, New Jersey	$334K	-$12.2K	1	0.35%	Reduced
3274	ABLA Alan B. Lancz & Associates Toledo, Ohio	$333K	$0	1	0.31%	Maintained
3275	JPG Jordan Park Group San Francisco, California	$333K	+$300K	1	0.02%	New