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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
3451	MFWP Mosaic Family Wealth Partners St. Louis, Missouri	$242K	+$218K	1	0.04%	New
3452	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$242K	$0	1	0.1%	Maintained
3453	MMHP Murphy Middleton Hinkle & Parker Thomasville, Georgia	$242K	$0	1	0.13%	Maintained
3454	SAM SignalPoint Asset Management Springfield, Missouri	$241K	$0	1	0.06%	Maintained
3455	FCA FLC Capital Advisors Palm Desert, California	$241K	$0	1	0.06%	Maintained
3456	LAM Lummis Asset Management Fort Worth, Texas	$241K	+$2.49K	4	0.28%	Increased
3457	ECM Elgethun Capital Management Sioux Falls, South Dakota	$240K	$0	1	0.06%	Maintained
3458	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$240K	+$200K	1	0.04%	New
3459	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$240K	$0	1	0.19%	Maintained
3460	TCOK Trust Company of Kansas Wichita, Kansas	$240K	+$221K	1	0.12%	New
3461	APW Acima Private Wealth Richmond, Virginia	$240K	$0	1	0.08%	Maintained
3462	CF Copperwynd Financial Scottsdale, Arizona	$239K	-$21.5K	1	0.07%	Reduced
3463	AIA Affinity Investment Advisors Newport Beach, California	$239K	-$178K	1	0.16%	Reduced
3464	NEPPG New England Professional Planning Group Westerly, Rhode Island	$239K	+$213K	1	0.12%	New
3465	VAF Values Added Financial Washington, District of Columbia	$239K	+$213K	1	0.15%	New
3466	MFG Magnus Financial Group New York	$238K	$0	1	0.02%	Maintained
3467	IIM Ironwood Investment Management Boston, Massachusetts	$237K	$0	1	0.12%	Maintained
3468	TC TAGStone Capital Charlotte, North Carolina	$237K	+$211K	1	0.12%	New
3469	APA Astoria Portfolio Advisors New York	$237K	+$226K	1	0.08%	New
3470	Axiom Advisory San Diego, California	$237K	+$1.28K	1	0%	Increased
3471	FFA Fi3 Financial Advisors Indianapolis, Indiana	$236K	+$4.58K	1	0.09%	Increased
3472	HCMG Howard Capital Management Group Los Angeles, California	$236K	-$23.4K	1	0.02%	Reduced
3473	WCWM Willow Creek Wealth Management Sebastopol, California	$236K	$0	1	0.02%	Maintained
3474	Simplicity Wealth Summit, New Jersey	$235K	-$14.3M	1	0.02%	Reduced
3475	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$235K	$0	1	0.06%	Maintained