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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
3801	KA KDT Advisors New York	$247K	+$848	1	0.4%	Increased
3802	IAS Investment Advisory Services The Woodlands, Texas	$245K	+$203K	1	0.08%	New
3803	OFO OneAscent Family Office Birmingham, Alabama	$245K	+$205K	1	0.23%	New
3804	YC Yarbrough Capital Franklin, Tennessee	$243K	-$625K	1	0.01%	Reduced
3805	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$243K	+$210K	1	0.02%	New
3806	Aspiriant LLC Los Angeles, California	$242K	-$37.3K	1	0.01%	Reduced
3807	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$242K	$0	1	0.04%	Maintained
3808	NCFG New Century Financial Group Princeton, New Jersey	$242K	+$241K	1	0.28%	New
3809	OWM Omnitrust Wealth Management Jacksonville, Florida	$241K	+$70.1K	1	0.28%	New
3810	MWM Magnolia Wealth Management Dothan, Alabama	$241K	+$196K	1	0.16%	New
3811	PGWM Pitti Group Wealth Management Victor, New York	$241K	+$208K	1	0.21%	New
3812	OPW Oxler Private Wealth Rye Brook, New York	$240K	+$226K	1	0.08%	New
3813	XWM Xcel Wealth Management Holly Hill, Florida	$240K	+$207K	1	0.07%	New
3814	SWGC Summit Wealth Group (Colorado) Colorado Springs, Colorado	$238K	+$206K	1	0.06%	New
3815	FCFC First Citizens Financial Corp Mason City, Iowa	$238K	+$205K	1	0.13%	New
3816	AFA Allium Financial Advisors Lake Oswego, Oregon	$238K	+$205K	1	0.21%	New
3817	BFS Burkett Financial Services Rock Hill, South Carolina	$237K	-$10.8K	1	0.09%	Reduced
3818	FFM Flagstone Financial Management Lincoln, Nebraska	$237K	+$204K	1	0.07%	New
3819	GB Goepper Burkhardt Greenville, South Carolina	$237K	+$204K	1	0.09%	New
3820	GWM Grand Wealth Management Grand Rapids, Michigan	$236K	+$203K	1	0.12%	New
3821	MFG Magnus Financial Group New York	$236K	$0	1	0.02%	Maintained
3822	LGG Luts & Greenleigh Group Bethesda, Maryland	$235K	+$203K	1	0.23%	New
3823	GC Garde Capital Seattle, Washington	$235K	+$61.1K	10	0.01%	Increased
3824	OFG Opulen Financial Group Arlington, Virginia	$235K	+$202K	1	0.19%	New
3825	PW Potentia Wealth San Jose, California	$234K	-$3.65M	1	0.13%	Reduced