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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
4476	IFG Advisory Atlanta, Georgia	$179K	-$1.43M	3	0.51%	Reduced
4477	PF PlanVest Financial Gaithersburg, Maryland	$175K	+$166K	6	0.13%	New
4478	CP Camelot Portfolios Maumee, Ohio	$175K	+$9.04K	1	0.13%	Increased
4479	GIM Groesbeck Investment Management Paramus, New Jersey	$173K	$0	1	0.34%	Maintained
4480	IW Imprint Wealth Mount Pleasant, South Carolina	$171K	+$100K	5	0.78%	Increased
4481	VAM Vazirani Asset Management New York	$170K	+$170K	1	0.39%	New
4482	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$170K	+$134K	14	0.03%	Increased
4483	CFG CKW Financial Group Honolulu, Hawaii	$167K	$0	1	0.02%	Maintained
4484	BFS Bare Financial Services Gap, Pennsylvania	$166K	+$22.5K	24	0.04%	Increased
4485	PWA Portus Wealth Advisors Charlotte, North Carolina	$165K	+$191K	14	0.16%	New
4486	TGY2IT Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida	$164K	+$162K	5	0.07%	New
4487	MWA Medallion Wealth Advisors Farmington, Connecticut	$161K	-$3.71K	10	0.05%	Reduced
4488	PSP Pacific Sage Partners Edmonds, Washington	$159K	+$399	1	0.03%	Increased
4489	FFA Frazier Financial Advisors Columbus, Ohio	$158K	+$10.9K	10	0.09%	Increased
4490	RWM Raffa Wealth Management Washington, District of Columbia	$158K	-$1.44K	22	0.02%	Reduced
4491	PWA Principia Wealth Advisory Dallas, Texas	$156K	+$3.3K	12	0.09%	Increased
4492	CA Centerpoint Advisors Needham, Massachusetts	$155K	$0	4	0.05%	Maintained
4493	LFA LGT Financial Advisors Dallas, Texas	$155K	+$1.2K	2	0.79%	Increased
4494	RC Rangeley Capital New Canaan, Connecticut	$154K	-$58.5K	1	0.15%	Reduced
4495	BHWM Beaird Harris Wealth Management Dallas, Texas	$153K	-$90.9K	9	0.01%	Reduced
4496	CCAM Cascades Capital Asset Management Greensboro, North Carolina	$152K	-$166K	1	0.06%	Reduced
4497	MHIP Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$148K	$0	2	0.09%	Maintained
4498	GSC Ground Swell Capital Folly Beach, South Carolina	$148K	+$182K	1	0.29%	New
4499	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$145K	+$40.4K	7	0.02%	Increased
4500	SR Swiss Re Zurich, Switzerland	$143K	$0	6	0.87%	Maintained