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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
4251	CWA Consilio Wealth Advisors Bellevue, Washington	$433K	+$439K	2	0.1%	New
4252	TAP Tounjian Advisory Partners Fort Myers, Florida	$433K	-$2.13M	11	0.18%	Reduced
4253	LCM Lionhunter Capital Management New York	$433K	+$409K	1	0.2%	New
4254	HCWM Hidden Cove Wealth Management Bainbridge Island, Washington	$432K	+$56.1K	1	0.24%	Increased
4255	BPH Boundless Plain Holdings Hong Kong,	$431K	$0	1	0.1%	Maintained
4256	MP Moment Partners San Francisco, California	$429K	+$21.9K	1	0.08%	Increased
4257	GCM Gladstone Capital Management London, United Kingdom	$428K	+$397K	2	0.04%	New
4258	WA WP Advisors San Francisco, California	$428K	+$1.5K	1	0.1%	Increased
4259	NWA Navis Wealth Advisors Rye Brook, New York	$428K	-$749K	1	0.16%	Reduced
4260	EPW Endeavor Private Wealth Topeka, Kansas	$427K	+$16.2K	1	0.1%	Increased
4261	GCL Gouws Capital LLC Charlotte, North Carolina	$426K	$0	1	0.2%	Maintained
4262	LAI Legal Advantage Investments Los Altos Hills, California	$426K	+$447K	1	0.15%	New
4263	RRMM Regatta Research & Money Management Metairie, Louisiana	$425K	+$400K	4	0.4%	New
4264	BP BWM Planning The Woodlands, Texas	$422K	+$3.23K	1	0.1%	Increased
4265	PIP Peachtree Investment Partners Indian River Shores,, Florida	$421K	-$6.05K	1	0.14%	Reduced
4266	KAM Karani Asset Management New York	$421K	+$398K	1	0.3%	New
4267	AF Aldebaran Financial	$420K	-$19.2K	1	0.34%	Reduced
4268	LCM Lazari Capital Management Woodland Hills, California	$420K	-$7.61K	1	0.13%	Reduced
4269	TW Trajan Wealth Scottsdale, Arizona	$420K	+$351K	1	0.02%	New
4270	HIA Harvest Investment Advisors Tallahassee, Florida	$419K	$0	1	0.21%	Maintained
4271	RWM RMG Wealth Management Platteville, Wisconsin	$417K	-$67.5K	3	0.04%	Reduced
4272	EL EQ LLC Bellevue, Washington	$414K	$0	1	0.1%	Maintained
4273	DSAM Dock Street Asset Management Palm Beach, Florida	$413K	+$309K	1	0.04%	New
4274	YLHM Yelin Lapidot Holdings Management Tel Aviv, Israel	$413K	$0	1	0.08%	Maintained
4275	AIFS A&I Financial Services Lone Tree, Colorado	$412K	$0	1	0.18%	Maintained