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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	KA Kozak & Associates Highlands Ranch, Colorado	$205K	-$6.93K	3	0.04%	Reduced
4052	KCMH Keywise Capital Management (HK) Hong Kong	$205K	-$280K	1	0.02%	Reduced
4053	CST Charles Schwab Trust Henderson, Nevada	$205K	+$199K	1	0.01%	New
4054	MFWP Mosaic Family Wealth Partners St. Louis, Missouri	$205K	$0	1	0.02%	Maintained
4055	SCI Silver Coast Investments San Diego, United States	$205K	+$168K	1	0.07%	New
4056	DWS Discipline Wealth Solutions Greenville, South Carolina	$205K	+$196K	1	0.05%	New
4057	OWM Orca Wealth Management New Port Richey, Florida	$204K	+$199K	1	0.15%	New
4058	BTWM Brass Tax Wealth Management Cincinnati, Ohio	$204K	+$199K	1	0.03%	New
4059	LAS Lloyd Advisory Services Suwanee, Georgia	$204K	+$196K	1	0.1%	New
4060	IRAG Investment Research & Advisory Group Atlanta, Georgia	$204K	+$549	5	0.07%	Increased
4061	PC Promus Capital Chicago, Illinois	$204K	-$102K	3	0.13%	Reduced
4062	OPA Old Port Advisors Portland, Maine	$204K	-$20K	1	0.05%	Reduced
4063	AAM Auxier Asset Management Aurora, Oregon	$202K	-$4.45K	1	0.03%	Reduced
4064	OBGC O'Brien Greene & Co Media, Pennsylvania	$202K	+$196K	1	0.06%	New
4065	RCI RS Crum Inc Newport Beach, California	$202K	+$196K	1	0.04%	New
4066	PCA Purkiss Capital Advisors Ridgefield, Connecticut	$202K	+$178K	1	0.1%	New
4067	WBG Wharton Business Group Malvern, Pennsylvania	$201K	+$178K	1	0.01%	New
4068	HP Haven Private Orlando, Florida	$201K	-$127K	1	0.09%	Reduced
4069	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$201K	+$110	5	0.03%	Increased
4070	3F 360 Financial Wayzata, Minnesota	$201K	+$193K	1	0.06%	New
4071	OC Oarsman Capital Milwaukee, Wisconsin	$201K	+$195K	1	0.03%	New
4072	TFO Timonier Family Office Winston Salem, North Carolina	$201K	+$104K	1	0.07%	New
4073	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$200K	+$192K	1	0.14%	New
4074	SPM Symmetry Peak Management Radnor, Pennsylvania	$198K	+$128K	2	0.04%	Increased
4075	SHM Sagard Holdings Management Toronto, Ontario, Canada	$192K	$0	1	0.96%	Maintained