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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
4026	CAC Certified Advisory Corp Altamonte Springs, Florida	$584K	+$25.8K	1	0.05%	Increased
4027	TWM Thrive Wealth Management Audubon, Pennsylvania	$583K	+$194K	2	0.07%	Increased
4028	LWM LJI Wealth Management Indianapolis, Indiana	$583K	+$160K	2	0.08%	Increased
4029	SCA Sassicaia Capital Advisers Jericho, New York	$582K	+$262K	1	0.26%	New
4030	AWA Arbor Wealth Advisors Troy, Michigan	$582K	$0	1	0.36%	Maintained
4031	GIM Groesbeck Investment Management Paramus, New Jersey	$582K	+$391K	2	0.93%	Increased
4032	CAM Clark Asset Management Stratham, New Hampshire	$581K	+$41.1K	1	0.05%	Increased
4033	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$581K	-$3.27K	1	0.05%	Reduced
4034	BAM BOS Asset Management Springfield, Illinois	$580K	-$414K	2	0.13%	Reduced
4035	MFF Michels Family Financial Fort Worth, Texas	$579K	+$27.4K	1	0.37%	Increased
4036	RA Rise Advisors Rochester, New York	$579K	+$20.6K	1	0.16%	Increased
4037	BMC Beaton Management Company Haverhill, Massachusetts	$579K	$0	1	0.24%	Maintained
4038	LIM Lathrop Investment Management Little Rock, Arkansas	$579K	$0	1	0.1%	Maintained
4039	M Murchinson Toronto, Ontario, Canada	$578K	+$342K	2	0.08%	Increased
4040	VCAM Van Cleef Asset Management Beachwood, Ohio	$575K	$0	1	0.06%	Maintained
4041	CWIG Chung Wu Investment Group Sugar Land, Texas	$575K	+$106K	4	0.38%	Increased
4042	BFP Birchwood Financial Partners Bloomington, Minnesota	$575K	$0	2	0.47%	Maintained
4043	ACM Allred Capital Management Dallas, Texas	$575K	+$872	1	0.19%	Increased
4044	CPWM Cypress Point Wealth Management Dallas, Texas	$574K	+$220K	2	0.12%	Increased
4045	HCI Harraden Circle Investments New York	$574K	+$1.79M	1	0.07%	New
4046	PWA Portus Wealth Advisors Charlotte, North Carolina	$573K	+$284K	2	0.47%	Increased
4047	LRPA L. Roy Papp & Associates Phoenix, Arizona	$573K	+$153K	2	0.06%	Increased
4048	SP Sequent Planning Omaha, Nebraska	$572K	+$33.1K	2	0.12%	Increased
4049	CFP Cascade Financial Partners San Diego, California	$572K	-$47.2K	2	0.05%	Reduced
4050	NVIM New Vernon Investment Management Highland Park, Illinois	$571K	+$540K	1	0.7%	New