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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
4051	SHFA SC&H Financial Advisors Sparks, Maryland	$571K	$0	1	0.08%	Maintained
4052	SCM Saxony Capital Management St. Louis, Missouri	$570K	+$295K	2	0.26%	Increased
4053	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$569K	$0	8	0.06%	Maintained
4054	SWM Silverlake Wealth Management Williston, Vermont	$567K	+$605K	1	0.11%	New
4055	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$566K	$0	1	0.12%	Maintained
4056	KPWG KFA Private Wealth Group Tysons, Virginia	$565K	$0	1	0.14%	Maintained
4057	TCOTS Trust Company of the South Greensboro, North Carolina	$565K	+$215K	2	0.08%	Increased
4058	WA Wealth Architects Mountain View, California	$565K	-$29K	1	0.04%	Reduced
4059	BRPW Ballast Rock Private Wealth Charleston, South Carolina	$562K	$0	1	0.26%	Maintained
4060	EPA Element Pointe Advisors Miami, Florida	$561K	-$769K	1	0.09%	Reduced
4061	TCI Wealth Advisors Tucson, Arizona	$559K	+$199K	2	0.02%	Increased
4062	KWM Kassira Wealth Management Knoxville, Tennessee	$559K	+$3.23K	1	0.45%	Increased
4063	WFAG Wescott Financial Advisory Group Philadelphia, Pennsylvania	$558K	+$19.3K	2	0.04%	Increased
4064	RW Ridgeline Wealth Mesa, Arizona	$558K	-$3.17K	2	0.33%	Reduced
4065	EFA Englebert Financial Advisers Allentown, Pennsylvania	$557K	+$510K	1	0.55%	New
4066	RCG Regatta Capital Group El Segundo, California	$556K	-$46.1K	2	0.07%	Reduced
4067	EV EJMK Ventures Itasca, Illinois	$556K	+$215K	2	0.25%	Increased
4068	MWA Monograph Wealth Advisors Manhattan Beach, California	$555K	+$35.8K	1	0.05%	Increased
4069	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$552K	+$1.61K	1	0.05%	Increased
4070	IFPG Intrepid Financial Planning Group Carmel, Indiana	$552K	+$500K	2	0.19%	New
4071	TWM Tanager Wealth Management Goring On Thames, United Kingdom	$552K	+$281K	2	0.05%	Increased
4072	OHWP Oak Harbor Wealth Partners Raleigh, North Carolina	$550K	-$1.24M	1	0.2%	Reduced
4073	BDPWM Barnes Dennig Private Wealth Management Cincinnati, Ohio	$550K	+$111K	9	0.44%	Increased
4074	HIGP Hill Investment Group Partners St. Louis, Missouri	$549K	+$624K	1	0.06%	New
4075	TCM Tran Capital Management San Rafael, California	$546K	$0	1	0.06%	Maintained