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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
3926	SN Sittner & Nelson Eugene, Oregon	$202K	$0	6	0.08%	Maintained
3927	CPM Connective Portfolio Management New York	$201K	+$148K	1	0.43%	New
3928	CWM Centric Wealth Management Chicago, Illinois	$201K	-$61.9K	1	0.05%	Reduced
3929	MWM MOKAN Wealth Management Overland Park, Kansas	$201K	+$157K	1	0.11%	New
3930	DIP Davis Investment Partners Charlotte, North Carolina	$201K	+$188K	1	0.07%	New
3931	CNWM Clay Northam Wealth Management Huntington Beach, California	$201K	+$191K	1	0.13%	New
3932	RCWM Royal Capital Wealth Management Carmel, Indiana	$201K	+$191K	1	0.13%	New
3933	EAM Empirical Asset Management Wellesley, Massachusetts	$201K	+$173K	1	0.06%	New
3934	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$200K	-$67.7K	1	0.02%	Reduced
3935	TA TPG Advisors Northfield, Illinois	$200K	+$184K	1	0.15%	New
3936	SNWA Siligmueller & Norvid Wealth Advisors Glen Ellyn, Illinois	$200K	+$170K	1	0.08%	New
3937	TB Terril Brothers St. Louis, Missouri	$200K	+$190K	1	0.08%	New
3938	AC ASB Consultores Aventura, Florida	$200K	+$200K	1	0.13%	New
3939	RWM Raffa Wealth Management Washington, District of Columbia	$199K	+$83.7K	15	0.04%	Increased
3940	ACA American Capital Advisory Ketchum, Idaho	$198K	+$4.9K	11	0.1%	Increased
3941	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$198K	+$9.72K	2	0.14%	Increased
3942	WVP Worth Venture Partners Fort Lee, New Jersey	$197K	+$154K	1	0.3%	New
3943	TC Trust Company Manhattan, Kansas	$195K	-$54K	6	0.02%	Reduced
3944	PAMS Pinpoint Asset Management (Singapore) Singapore,	$195K	+$169K	2	0.03%	New
3945	TCM Tradewinds Capital Management Bellingham, Washington	$193K	+$26.7K	10	0.05%	Increased
3946	CWM Centricity Wealth Management Westerville, Ohio	$190K	-$30.8K	5	0.15%	Reduced
3947	WPA Wealth Preservation Advisors Chattanooga, Tennessee	$189K	-$5.68K	7	0.12%	Reduced
3948	BAM Byrne Asset Management Kingston, New Jersey	$189K	-$67.2K	6	0.1%	Reduced
3949	BC Broadwater Capital Boston, Massachusetts	$188K	+$877K	3	0.15%	Increased
3950	IRAG Investment Research & Advisory Group Atlanta, Georgia	$185K	+$27K	4	0.07%	Increased