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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
3376	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$31K	-$23K	6	0.01%	Reduced
3377	RCG Regatta Capital Group El Segundo, California	$30.6K	+$17.4K	1	0.01%	New
3378	DMKJ David M. Knott Jr	$30K	$0	1	0.01%	Maintained
3379	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$29.4K	+$9.24K	4	0.02%	Increased
3380	CA Crewe Advisors Salt Lake City, Utah	$28.8K	-$2.48K	2	0%	Reduced
3381	KA Kercheville Advisors San Antonio, Texas	$28.7K	$0	1	0.02%	Maintained
3382	Magellan Asset Management Sydney, Australia	$28.7K	$0	1	0%	Maintained
3383	T Tidemark San Diego, California	$28.3K	+$25.2K	5	0.02%	New
3384	FGAM Financial Gravity Asset Management Lakeway, Texas	$28.1K	+$25.2K	8	0.01%	New
3385	LFA Livelsberger Financial Advisory Ashland, Ohio	$27.7K	+$24.8K	1	0.02%	New
3386	RTL Red Tortoise LLC Atlanta, Georgia	$27.3K	-$6.58K	5	0.02%	Reduced
3387	VF VitalStone Financial Shavano Park, Texas	$27K	-$18.2K	3	0.02%	Reduced
3388	MCM MidAtlantic Capital Management Richmond, Virginia	$24.4K	+$20.8K	1	0.02%	New
3389	IWP IAG Wealth Partners Waukesha, Wisconsin	$24K	-$192	2	0.01%	Reduced
3390	MPCA Madison Park Capital Advisors Seattle, Washington	$23.2K	+$18.5K	1	0.02%	New
3391	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$23.1K	$0	4	0.01%	Maintained
3392	GC Gould Capital Tacoma, Washington	$22K	+$1.59K	1	0.02%	Increased
3393	OL Optas LLC Austin, Texas	$20.2K	+$16.1K	1	0.01%	New
3394	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$19.8K	$0	1	0%	Maintained
3395	GFPC Global Financial Private Client Sarasota, Florida	$19.2K	$0	3	0.01%	Maintained
3396	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$18.8K	+$10.8K	2	0.01%	Increased
3397	AWM Able Wealth Management Toms River, New Jersey	$18.7K	+$15.8K	6	0.02%	New
3398	LCM Lazari Capital Management Woodland Hills, California	$18.1K	$0	1	0.01%	Maintained
3399	RWM Ruedi Wealth Management Champaign, Illinois	$17.6K	-$37.4K	1	0.01%	Reduced
3400	AWA Archvest Wealth Advisors Concord, California	$17.5K	$0	1	0.01%	Maintained