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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
1901	WP WealthSource Partners San Luis Obispo, California	$299K	+$283K	1	0.07%	New
1902	BFO Boston Family Office Boston, Massachusetts	$295K	$0	1	0.03%	Maintained
1903	WA WESPAC Advisors Orinda, California	$295K	$0	1	0.2%	Maintained
1904	CT Clearstead Trust Portland, Maine	$294K	+$29.3K	1	0.25%	Increased
1905	WIM Wittenberg Investment Management Carlisle, Massachusetts	$294K	$0	1	0.12%	Maintained
1906	HT Heritage Trust Oklahoma City, Oklahoma	$293K	+$203K	1	0.07%	Increased
1907	SBL Sargent Bickham Lagudis Boulder, Colorado	$293K	+$49.6K	5	0.03%	Increased
1908	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$290K	$0	8	0.12%	Maintained
1909	TIS Tortoise Index Solutions Overland Park, Kansas	$287K	+$266K	3	0.09%	New
1910	VCM Vigilant Capital Management Portland, Maine	$287K	$0	3	0.04%	Maintained
1911	LG Leuthold Group Minneapolis, Minnesota	$286K	+$284K	1	0.04%	New
1912	OneDigital Investment Advisors Overland Park, Kansas	$286K	+$6.24K	6	0.04%	Increased
1913	PTC Petrus Trust Company Dallas, Texas	$286K	-$115K	1	0.06%	Reduced
1914	BWM Buckley Wealth Management Las Vegas, Nevada	$285K	-$69.7K	1	0.14%	Reduced
1915	CPO Cerity Partners OCIO New York	$277K	+$153	1	0.02%	Increased
1916	EIA Edgemoor Investment Advisors Bethesda, Maryland	$277K	+$260K	1	0.04%	New
1917	PGA Portland Global Advisors Portland, Maine	$276K	-$21.6K	1	0.1%	Reduced
1918	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$275K	+$260K	1	0.12%	New
1919	AIP Almanack Investment Partners Wayne, Pennsylvania	$274K	+$142K	1	0.08%	Increased
1920	GW & Wade Wellesley, Massachusetts	$272K	-$274K	1	0.03%	Reduced
1921	SCA Sippican Capital Advisors Boston, Massachusetts	$272K	-$19.8K	1	0.32%	Reduced
1922	CAC Certified Advisory Corp Altamonte Springs, Florida	$271K	+$9.01K	5	0.11%	Increased
1923	ACM Argyle Capital Management Center Valley, Pennsylvania	$270K	$0	1	0.1%	Maintained
1924	Circle Wealth Management Summit, New Jersey	$270K	+$268K	2	0.06%	New
1925	KWMG King Wealth Management Group Naples, Florida	$270K	$0	1	0.08%	Maintained