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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
1251	PGA Portland Global Advisors Portland, Maine	$934K	$0	1	0.41%	Maintained
1252	Capstone Investment Advisors New York	$927K	-$2.31M	1	0.02%	Reduced
1253	TW Transform Wealth Greenwood Village, Colorado	$927K	-$2.74M	1	0.4%	Reduced
1254	Prospera Financial Services Dallas, Texas	$923K	+$309K	3	0.19%	Increased
1255	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$920K	-$450K	1	0.19%	Reduced
1256	VNA VNBTrust National Association Charlottesville, Virginia	$913K	-$5.73K	3	0.52%	Reduced
1257	VWM Valley Wealth Managers Paramus, New Jersey	$905K	-$16.5M	2	0.13%	Reduced
1258	Fulton Bank Lancaster, Pennsylvania	$900K	-$105K	3	0.08%	Reduced
1259	HIC Harvey Investment Company Louisville, Kentucky	$898K	$0	1	0.19%	Maintained
1260	SIC SFE Investment Counsel Los Angeles, California	$896K	$0	1	0.43%	Maintained
1261	Mariner Independent Advisor Network Overland Park, Kansas	$892K	+$878K	1	0.13%	New
1262	Cetera Advisor Networks El Segundo, California	$888K	+$292K	2	0.03%	Increased
1263	DCM Decatur Capital Management Decatur, Georgia	$884K	+$910K	1	0.11%	New
1264	SI SII Investments Appleton, Wisconsin	$873K	-$3.51K	2	0.07%	Reduced
1265	OLA Oliver Luxxe Assets Gladstone, New Jersey	$869K	+$846K	1	0.68%	New
1266	BCM Brown Capital Management Baltimore, Maryland	$862K	+$833K	1	0.01%	New
1267	HH Hilltop Holdings Dallas, Texas	$862K	-$222K	1	0.27%	Reduced
1268	RWA River Wealth Advisors Camp Hill, Pennsylvania	$849K	-$69.1K	1	0.47%	Reduced
1269	FineMark National Bank & Trust Fort Myers, Florida	$832K	-$243K	9	0.09%	Reduced
1270	PCM Penn Capital Management Philadelphia, Pennsylvania	$829K	-$1.99K	1	0.06%	Reduced
1271	NGA Naples Global Advisors Naples, Florida	$825K	-$7.63K	1	0.32%	Reduced
1272	KFA Kays Financial Advisory Atlanta, Georgia	$824K	-$535K	1	0.35%	Reduced
1273	OC Oakworth Capital Birmingham, Alabama	$817K	-$378K	4	0.28%	Reduced
1274	CCM Coe Capital Management Highland Park, Illinois	$817K	-$1.6M	1	0.26%	Reduced
1275	Old Mission Capital Chicago, Illinois	$807K	+$688K	1	0.05%	Increased