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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
3726	JCM J2 Capital Management Troy, Michigan	$939K	-$1.61M	2	0.63%	Reduced
3727	VFA Voya Financial Advisors Windsor, Connecticut	$939K	-$241K	3	0.08%	Reduced
3728	PAW Plan A Wealth Lincoln, Nebraska	$938K	-$799K	2	0.4%	Reduced
3729	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$938K	-$7.23K	4	2.91%	Reduced
3730	MC Mathes Company New York	$935K	$0	1	0.29%	Maintained
3731	VH VVR Holdings Bellingham, Washington	$935K	+$869K	1	0.4%	New
3732	FL FreeGulliver LLC New Orleans, Louisiana	$933K	+$965K	1	0.33%	New
3733	HAM Harber Asset Management Asheville, North Carolina	$932K	+$874K	1	0.56%	New
3734	PFU Parus Finance (UK) London, United Kingdom	$932K	-$313K	1	0.24%	Reduced
3735	SFG Strive Financial Group Carmel, Indiana	$931K	+$529K	10	0.4%	Increased
3736	GPA Garrison Point Advisors Walnut Creek, California	$929K	$0	2	0.38%	Maintained
3737	CA CGN Advisors Manhattan, Kansas	$929K	+$880K	1	0.07%	New
3738	IP Isthmus Partners Madison, Wisconsin	$929K	+$201K	2	0.09%	Increased
3739	SFSG Sound Financial Strategies Group Madison, Mississippi	$926K	+$16.8K	2	0.59%	Increased
3740	MCM Mainstay Capital Management Grand Blanc, Michigan	$926K	+$293K	2	0.07%	Increased
3741	RIG Renaissance Investment Group Lenox, Massachusetts	$926K	+$206K	2	0.18%	Increased
3742	SHFP Second Half Financial Partners Sebring, Florida	$925K	+$222K	2	0.38%	Increased
3743	SR Swiss Re Zurich, Switzerland	$923K	+$750K	5	0.08%	Increased
3744	TIAM2 Tru Independence Asset Management 2 Portland, Oregon	$919K	+$1.01M	2	0.5%	New
3745	CFA Collaborative Fund Advisors Reno, Nevada	$918K	-$878K	2	0.53%	Reduced
3746	CW Channel Wealth Santa Barbara, California	$916K	+$443K	3	0.21%	Increased
3747	JF JMN Financial New Albany, Ohio	$916K	-$376K	2	0.71%	Reduced
3748	MAM McLean Asset Management Tysons, Virginia	$915K	+$28.1K	2	0.12%	Increased
3749	WP Westmount Partners Los Angeles, California	$915K	+$23K	2	0.2%	Increased
3750	RB Rodgers Brothers Harmony, Pennsylvania	$913K	-$20.2K	2	0.09%	Reduced