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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
4401	CAM Capco Asset Management Tampa, Florida	$101K	$0	1	0.02%	Maintained
4402	IPS Investors Portfolio Services Puyallup, Washington	$101K	+$106K	7	0.09%	New
4403	CG Curat Global Springfield, New Hampshire	$101K	$0	1	0.11%	Maintained
4404	CFG CKW Financial Group Honolulu, Hawaii	$100K	$0	1	0.01%	Maintained
4405	GWSA Global Wealth Strategies & Associates Denver, Colorado	$97.5K	+$61.6K	4	0.02%	Increased
4406	AT Arlington Trust Birmingham, Alabama	$94.7K	-$609K	4	0.01%	Reduced
4407	PG Proffitt & Goodson Knoxville, Tennessee	$94.1K	+$6.25K	4	0.01%	Increased
4408	RWA Redmont Wealth Advisors Chicago, Illinois	$93.1K	+$50K	3	0.14%	Increased
4409	GCM Gunpowder Capital Management Towson, Maryland	$92.9K	+$107K	4	0.07%	New
4410	WSWA Warren Street Wealth Advisors Newport Beach, California	$92K	-$511K	1	0.03%	Reduced
4411	KCM Key Capital Management Hendersonville, Tn 37075, Tennessee	$90.8K	+$99.9K	2	0.09%	New
4412	CB Centennial Bank Conway, Arkansas	$90.8K	$0	1	0.04%	Maintained
4413	EWM Evolution Wealth Management Fort Myers, Florida	$90.4K	-$69.9K	5	0.07%	Reduced
4414	PPA Pilgrim Partners Asia Singapore	$89.4K	+$68.7K	1	0.04%	Increased
4415	BTC Bank & Trust Company Litchfield, Illinois	$87.3K	$0	1	0.06%	Maintained
4416	EI eCIO Inc Madison, Wisconsin	$87.2K	+$86.8K	2	0.04%	New
4417	HI Hoey Investments Coatesville, Pennsylvania	$86.9K	-$68.3K	4	0.01%	Reduced
4418	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$86K	+$56.2K	7	0.01%	Increased
4419	MWA Miller Wealth Advisors Ridgeway, Colorado	$85.8K	+$34K	4	0.03%	Increased
4420	QA Quattro Advisors Pittsburgh, Pennsylvania	$85.3K	+$91.4K	8	0.07%	New
4421	DCM Dorato Capital Management Denver, Colorado	$82.4K	+$78.5K	3	0.06%	New
4422	HC Hoese & Co Glencoe, Minnesota	$82.1K	$0	2	0.06%	Maintained
4423	WCM Westend Capital Management Sausalito, California	$82K	$0	4	0.02%	Maintained
4424	CFM Cornerstone Financial Management Burlington, Massachusetts	$81.8K	+$89.9K	16	0.08%	New
4425	VWA Valued Wealth Advisors Holladay, Utah	$81.8K	+$10.1K	11	0.04%	Increased