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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
1626	NCMG NCM Capital Management Group Durham, North Carolina	$39K	$0	1	0.44%	Maintained
1627	Waverly Advisors Birmingham, Alabama	$37K	+$8.99K	1	0.02%	Increased
1628	HMS Hanseatic Management Services Albuquerque, New Mexico	$36K	+$18.4K	2	0.02%	Increased
1629	LWM LBA Wealth Management Jacksonville, Florida	$36K	+$37.4K	1	0.02%	New
1630	WAS Winch Advisory Services Appleton, Wisconsin	$35K	+$30.9K	1	0.02%	Increased
1631	CFSG Community Financial Services Group Newport, Vermont	$34K	+$14K	3	0.02%	Increased
1632	FA FMA Advisory Harrisburg, Pennsylvania	$34K	+$35.3K	1	0.02%	New
1633	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$30K	-$63.3K	8	0.02%	Reduced
1634	RCM Rotella Capital Management Bellevue, Washington	$30K	-$10.9K	1	0.02%	Reduced
1635	KCPG Kavar Capital Partners Group Leawood, Kansas	$29K	+$30.8K	2	0.02%	New
1636	AIM Advantage Investment Management Cedar Rapids, Iowa	$28K	-$1.29K	3	0.01%	Reduced
1637	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$27.3K	$0	2	0.02%	Maintained
1638	Country Trust Bank Bloomington, Illinois	$27K	$0	1	0%	Maintained
1639	SCM Seamans Capital Management Boston, Massachusetts	$23K	-$20.7K	1	0.06%	Reduced
1640	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$22K	-$113K	2	0.02%	Reduced
1641	RCG Ruggie Capital Group Tavares, Florida	$22K	$0	1	0.02%	Maintained
1642	AC Alexandria Capital Arlington, Virginia	$21K	+$7.55K	2	0%	Increased
1643	IF Ironwood Financial Tucson, Arizona	$21K	$0	1	0.01%	Maintained
1644	MCF Advisors Covington, Kentucky	$21K	$0	1	0.01%	Maintained
1645	Avior Wealth Management Omaha, Nebraska	$20K	+$255	2	0.02%	Increased
1646	OC Oakworth Capital Birmingham, Alabama	$20K	-$323K	1	0.01%	Reduced
1647	AWM AllSquare Wealth Management Albany, New York	$19K	$0	2	0.02%	Maintained
1648	Chicago Partners Investment Group Chicago, Illinois	$19K	-$11.8K	1	0.01%	Reduced
1649	PFG Piershale Financial Group Barrington, Illinois	$19K	-$7.65K	2	0.01%	Reduced
1650	MUS Mitsubishi UFJ Securities Tokyo, Japan	$18K	+$16.9K	1	0.12%	Increased