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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
3626	NCM Next Capital Management New York	$1.07M	$0	2	0.29%	Maintained
3627	AMPWP Alvarez & Marsal Private Wealth Partners West Palm Beach, Florida	$1.07M	-$1.94M	2	0.14%	Reduced
3628	TCPG Trivant Custom Portfolio Group San Diego, California	$1.07M	+$59.3K	1	0.57%	Increased
3629	WAG Wilkerson Advisory Group Columbia, Missouri	$1.07M	-$94.8K	10	0.33%	Reduced
3630	RGF Retirement Guys Formula Maumee, Ohio	$1.06M	-$22.9K	2	0.4%	Reduced
3631	CF Carlson Financial Canby, Oregon	$1.06M	+$191K	3	0.54%	Increased
3632	KLCM KG&L Capital Management Saint Francisville, Louisiana	$1.06M	+$1M	1	0.63%	New
3633	CAWM Capital Advisors Wealth Management Yakima, Washington	$1.06M	+$459K	3	0.12%	Increased
3634	CNWM Clay Northam Wealth Management Huntington Beach, California	$1.06M	+$287K	2	0.52%	Increased
3635	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$1.06M	-$95.2K	1	0.12%	Reduced
3636	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$1.05M	+$623	10	0.13%	Increased
3637	SPW Sonoma Private Wealth Sonoma, California	$1.05M	+$3.37K	1	1.13%	Increased
3638	MFS Monetta Financial Services Wheaton, Illinois	$1.05M	+$788K	1	0.71%	New
3639	OCWP Owl Creek Wealth Partners Denver, Colorado	$1.05M	+$51.5K	17	0.31%	Increased
3640	BCG BayBridge Capital Group Pleasanton, California	$1.05M	-$1.62M	2	0.55%	Reduced
3641	OAG Oakmont Advisory Group Albuquerque, New Mexico	$1.05M	-$352K	7	0.88%	Reduced
3642	MLIC Mandatum Life Insurance Company Helsinki, Finland	$1.05M	-$3.87M	1	0.19%	Reduced
3643	GPWA Gaddis Premier Wealth Advisors Durant, Oklahoma	$1.05M	+$25.5K	1	0.64%	Increased
3644	MCP Mirador Capital Partners Pleasanton, California	$1.05M	+$167K	1	0.13%	Increased
3645	CFG Carr Financial Group Worcester, Massachusetts	$1.05M	-$33.5K	2	0.24%	Reduced
3646	IMT Investment Management Trust Fitchburg, Massachusetts	$1.05M	+$334K	2	0.94%	Increased
3647	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$1.05M	+$255K	10	0.12%	Increased
3648	EWA Exit Wealth Advisors Atlanta, Georgia	$1.04M	+$986K	1	0.47%	New
3649	NG Northstar Group New York	$1.04M	$0	1	0.13%	Maintained
3650	MCM Magnolia Capital Management Cold Spring, New York	$1.04M	-$203K	1	0.72%	Reduced