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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
3701	PTB Pioneer Trust Bank Salem, Oregon	$289K	$0	1	0.07%	Maintained
3702	TC TAGStone Capital Charlotte, North Carolina	$288K	$0	1	0.12%	Maintained
3703	ACM Argyle Capital Management Center Valley, Pennsylvania	$288K	$0	1	0.1%	Maintained
3704	HNW High Note Wealth Deephaven, Minnesota	$288K	-$305K	13	0.07%	Reduced
3705	JPG Jordan Park Group San Francisco, California	$288K	$0	1	0.02%	Maintained
3706	NRC New Republic Capital Charlotte, North Carolina	$287K	+$16.3K	1	0.1%	Increased
3707	SCA Sassicaia Capital Advisers Jericho, New York	$287K	+$216K	1	0.18%	New
3708	BWS Broadway Wealth Solutions San Antonio, Texas	$286K	+$247K	1	0.18%	New
3709	CWM Cahaba Wealth Management Atlanta, Georgia	$286K	-$38.2K	1	0.02%	Reduced
3710	JIC Joel Isaacson & Co New York	$286K	-$712K	1	0.01%	Reduced
3711	CCM Canal Capital Management Richmond, Virginia	$286K	+$257K	1	0.05%	New
3712	SCA Summit Creek Advisors Minneapolis, Minnesota	$285K	$0	1	0.04%	Maintained
3713	MWAM Manhattan West Asset Management Los Angeles, California	$283K	+$245K	1	0.07%	New
3714	ACA Affinity Capital Advisors Berkeley, California	$283K	$0	1	0.05%	Maintained
3715	RA Riversedge Advisors Wilmington, Delaware	$283K	-$16.6K	1	0.06%	Reduced
3716	MCM Mendel Capital Management Little Rock, Arkansas	$282K	$0	1	0.16%	Maintained
3717	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$281K	+$252K	1	0.06%	New
3718	CI Cherokee Insurance Sterling Heights, Michigan	$280K	$0	1	0.12%	Maintained
3719	CWS Cypress Wealth Services Palm Desert, California	$280K	+$187K	2	0.05%	Increased
3720	SFS Symphony Financial Services Akron, Ohio	$280K	-$8.62K	1	0.17%	Reduced
3721	PC Promus Capital Chicago, Illinois	$279K	-$45K	5	0.18%	Reduced
3722	GC Gibson Capital Wexford, Pennsylvania	$278K	$0	1	0.06%	Maintained
3723	NEPPG New England Professional Planning Group Westerly, Rhode Island	$278K	$0	1	0.13%	Maintained
3724	VAF Values Added Financial Washington, District of Columbia	$278K	-$58.4K	1	0.13%	Reduced
3725	AA Auxano Advisors Bellevue, Washington	$278K	+$10.8K	1	0.06%	Increased