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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
4226	Manning & Napier Advisors Fairport, New York	$450K	+$12K	7	0.01%	Increased
4227	JC JM2 Capital Edmond, Oklahoma	$449K	+$443K	2	0.31%	New
4228	SN Sittner & Nelson Eugene, Oregon	$449K	$0	6	0.14%	Maintained
4229	RAM Reflection Asset Management Isle Of Palms, South Carolina	$448K	+$441K	2	0.21%	New
4230	LF LifeSteps Financial Claremont, California	$448K	+$404K	10	0.21%	New
4231	DA Drake & Associates Waukesha, Wisconsin	$448K	-$311K	1	0.08%	Reduced
4232	PWA Peterson Wealth Advisors Orem, Utah	$447K	+$1.21K	1	0.05%	Increased
4233	SCM Semanteon Capital Management Newton, Massachusetts	$446K	+$411K	2	2.01%	New
4234	WTG West Tower Group Richmond, Virginia	$445K	+$405K	2	1.25%	New
4235	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$442K	$0	1	0.16%	Maintained
4236	SIA Spectrum Investment Advisors Mequon, Wisconsin	$441K	+$418K	1	0.18%	New
4237	LI LifeWealth Investments Winter Garden, Florida	$440K	+$4.23K	1	0.12%	Increased
4238	NFG Nadler Financial Group Deerfield, Illinois	$440K	+$403	1	0.04%	Increased
4239	CCG Coastwise Capital Group La Jolla, California	$439K	+$102K	1	0.26%	Increased
4240	TWM TriaGen Wealth Management Calabasas, California	$438K	$0	1	0.11%	Maintained
4241	CSW Cogent Strategic Wealth Chicago, Illinois	$438K	$0	1	0.42%	Maintained
4242	RWM Riverbend Wealth Management Myrtle Beach, South Carolina	$438K	+$16.1K	1	0.22%	Increased
4243	TCM Traub Capital Management Needham, Massachusetts	$438K	+$327K	1	0.39%	New
4244	CCMI Creative Capital Management Investments San Diego, California	$437K	+$369K	18	0.1%	Increased
4245	RF Roxbury Financial Mount Arlington, New Jersey	$437K	-$3.46K	4	0.35%	Reduced
4246	NS Northland Securities Minneapolis, Minnesota	$436K	$0	1	0.25%	Maintained
4247	BFG Beto Financial Group Boise, Idaho	$435K	$0	1	0.23%	Maintained
4248	RAG RIA Advisory Group Des Moines, Iowa	$435K	+$1.59K	1	0.09%	Increased
4249	MCM Maple Capital Management Montpelier, Vermont	$435K	+$184K	2	0.03%	Increased
4250	SCM Shaolin Capital Management Miami, Florida	$435K	+$325K	1	0.02%	New