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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
4001	CWM Cedar Wealth Management Walnut Creek, California	$121K	-$142K	2	0.04%	Reduced
4002	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$121K	+$27.1K	16	0.01%	Increased
4003	NCM Noesis Capital Mangement Boca Raton, Florida	$121K	+$88.5K	1	0.02%	New
4004	LIA LBMC Investment Advisors Brentwood, Tennessee	$120K	$0	1	0.01%	Maintained
4005	MWM Mascoma Wealth Management Hanover, New Hampshire	$120K	-$10.5K	3	0.03%	Reduced
4006	VT Volterra Technologies New York	$119K	+$90.1K	1	0.02%	New
4007	WAS Winch Advisory Services Appleton, Wisconsin	$118K	+$308	5	0.03%	Increased
4008	BHWM Beaird Harris Wealth Management Dallas, Texas	$118K	+$3.84K	6	0.01%	Increased
4009	CCMI Creative Capital Management Investments San Diego, California	$118K	+$15.8K	2	0.04%	Increased
4010	DWM Dogwood Wealth Management Lenexa, Kansas	$117K	-$635K	10	0.06%	Reduced
4011	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$114K	+$86K	1	0.02%	New
4012	SA Scarborough Advisors Annapolis, Maryland	$113K	+$98.4K	4	0.02%	New
4013	CG Curat Global Springfield, New Hampshire	$113K	$0	1	0.11%	Maintained
4014	CIM Contravisory Investment Management Norwell, Massachusetts	$112K	-$11M	2	0.02%	Reduced
4015	AWM AllSquare Wealth Management Albany, New York	$112K	$0	2	0.06%	Maintained
4016	MFA Millington Financial Advisors Naperville, Illinois	$109K	-$54.9K	1	0.06%	Reduced
4017	VWM Valley Wealth Managers Paramus, New Jersey	$109K	$0	1	0.01%	Maintained
4018	BI Binnacle Investments Urbandale, Iowa	$105K	-$12K	8	0.07%	Reduced
4019	CB Centennial Bank Conway, Arkansas	$102K	-$3.08K	1	0.04%	Reduced
4020	HM Harvest Management New York	$101K	+$73.8K	1	0.04%	New
4021	Close Asset Management London, United Kingdom	$100K	$0	1	0%	Maintained
4022	LIS Legacy Investment Solutions Meridian, Idaho	$99.7K	+$85.7K	8	0.05%	New
4023	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$99.7K	-$2.23K	8	0.05%	Reduced
4024	TIM Thompson Investment Management Madison, Wisconsin	$99.3K	+$253	4	0.01%	Increased
4025	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$99K	+$93.4K	7	0.04%	New