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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
3301	SP Saranac Partners London,	$318K	$0	1	0.48%	Maintained
3302	AFS AFG Fiduciary Services Hingham, Massachusetts	$318K	+$91.9K	2	0.21%	Increased
3303	BLAM Bourne Lent Asset Management Pawling, New York	$317K	$0	1	0.12%	Maintained
3304	WP Westmount Partners Los Angeles, California	$317K	+$3.36K	1	0.1%	Increased
3305	MIM Macroview Investment Management Bethesda, Maryland	$316K	+$209K	5	0.31%	Increased
3306	KCFA Key Client Fiduciary Advisors Fairfield, New Jersey	$316K	+$264K	1	0.14%	New
3307	AP Adero Partners Pleasanton, California	$315K	+$2.48K	1	0.02%	Increased
3308	FLII First Long Island Investors Jericho, New York	$315K	+$291K	1	0.02%	New
3309	CA Cortland Associates St Louis, Missouri	$315K	$0	1	0.04%	Maintained
3310	CFA Cahill Financial Advisors Edina, Minnesota	$314K	-$80.6K	1	0.04%	Reduced
3311	GAM Gould Asset Management Claremont, California	$313K	$0	1	0.07%	Maintained
3312	BOM Bank of Marin Novato, California	$313K	$0	1	0.25%	Maintained
3313	AW Avion Wealth The Woodlands, Texas	$313K	+$109K	12	0.08%	Increased
3314	DAM Doheny Asset Management Los Angeles, California	$313K	$0	1	0.21%	Maintained
3315	SWM Seed Wealth Management Evanston, Illinois	$311K	$0	1	0.25%	Maintained
3316	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$311K	-$8.74K	1	0.03%	Reduced
3317	BP BWM Planning The Woodlands, Texas	$311K	+$286K	1	0.14%	New
3318	PIA Panoramic Investment Advisors Denver, Colorado	$310K	+$285K	1	0.21%	New
3319	RSWA Robinson Smith Wealth Advisors South Portland, Maine	$309K	-$96.3K	1	0.26%	Reduced
3320	SIC SJS Investment Consulting Sylvania, Ohio	$309K	+$13.1K	17	0.05%	Increased
3321	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$308K	-$169K	1	0.05%	Reduced
3322	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$308K	$0	1	0.08%	Maintained
3323	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$308K	+$917	1	0.09%	Increased
3324	WA Wealthstream Advisors New York	$307K	+$7.17K	1	0.06%	Increased
3325	NWM Napa Wealth Management Napa, California	$307K	+$53.2K	1	0.15%	Increased