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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	LAMC Longview Asset Management (California) San Rafael, California	$21.3K	$0	2	0.01%	Maintained
4252	AIM Access Investment Management Atlanta, Georgia	$20.6K	$0	1	0.01%	Maintained
4253	PIS POM Investment Strategies Raleigh, North Carolina	$19.5K	-$1.98K	1	0.01%	Reduced
4254	KFP Keener Financial Planning Keller, Texas	$19K	$0	1	0.01%	Maintained
4255	HWM Horizons Wealth Management Asheville, North Carolina	$18.7K	$0	1	0.01%	Maintained
4256	CW Curio Wealth Annapolis, Maryland	$17.9K	+$13.8K	2	0.01%	Increased
4257	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$17.5K	$0	1	0.01%	Maintained
4258	KLWA Kelly Lawrence W & Associates Pasadens, California	$17.3K	$0	1	0%	Maintained
4259	CAIM Catherine Avery Investment Management Longboat Key, Florida	$16.9K	$0	2	0.01%	Maintained
4260	MAS MPWM Advisory Solutions Alpharetta, Georgia	$16.2K	-$2.75K	3	0.01%	Reduced
4261	TFG Team Financial Group Temecula, California	$14.8K	$0	2	0.01%	Maintained
4262	B Birchbrook Bangor, Maine	$14.2K	$0	1	0.01%	Maintained
4263	AAG Accordant Advisory Group Annapolis, Maryland	$14K	$0	1	0.01%	Maintained
4264	AWA American Wealth Advisors Johns Creek, Georgia	$12.5K	+$12K	1	0.01%	New
4265	HC Hurley Capital New York	$11.4K	+$3.05K	6	0.01%	Increased
4266	EPIME Evelyn Partners Investment Management (Europe) Dublin,	$11.4K	$0	1	0%	Maintained
4267	BCH Berkshire Capital Holdings San Jose, California	$10.7K	-$11.9M	2	0%	Reduced
4268	NCM Northwest Capital Management Lake Oswego, Oregon	$10.7K	$0	1	0.01%	Maintained
4269	ETS ESL Trust Services Rochester, New York	$10.3K	+$1.64K	3	0%	Increased
4270	NOI Newton One Investments Newark, Delaware	$8.75K	+$171	1	0%	Increased
4271	FG Fairman Group Chesterbrook, Pennsylvania	$8.23K	$0	1	0.01%	Maintained
4272	FF Friedenthal Financial Marlton, New Jersey	$8.18K	-$959K	1	0%	Reduced
4273	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$7.26K	-$9.88K	1	0%	Reduced
4274	DWA Delos Wealth Advisors Dallas, Texas	$6.82K	-$3.44K	2	0%	Reduced
4275	FW Fairway Wealth Independence, Ohio	$6.36K	-$11.9K	1	0%	Reduced