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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
1926	BFG Barber Financial Group Lenexa, Kansas	$107K	-$20.9K	1	0.03%	Reduced
1927	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$106K	+$105K	1	0.03%	New
1928	BFC Bedel Financial Consulting Indianapolis, Indiana	$101K	+$104K	2	0.08%	New
1929	PO Private Ocean San Rafael, California	$101K	+$101K	2	0.05%	Increased
1930	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$98K	$0	1	0.05%	Maintained
1931	GWS Glassman Wealth Services Vienna, Virginia	$96K	-$41.2K	8	0.06%	Reduced
1932	NL NVWM LLC Yardley, Pennsylvania	$96K	+$99.9K	3	0.07%	New
1933	QAM QCI Asset Management Pittsford, New York	$94K	-$9.18K	2	0.01%	Reduced
1934	BWA Burt Wealth Advisors North Bethesda, Maryland	$93K	+$15K	1	0.05%	Increased
1935	GEA Glen Eagle Advisors Kingston, New Jersey	$92K	+$30.1K	5	0.08%	Increased
1936	AW Alpha Windward Westwood, Massachusetts	$92K	$0	3	0.06%	Maintained
1937	SBL Sargent Bickham Lagudis Boulder, Colorado	$90K	-$16K	4	0.01%	Reduced
1938	MCA Mercer Capital Advisers Little Silver, New Jersey	$89K	+$20.2K	1	0.07%	Increased
1939	VIM Veritas Investment Management London, United Kingdom	$89K	$0	1	0.01%	Maintained
1940	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$84K	$0	1	0.1%	Maintained
1941	RC RBO & Co Saint Helena, California	$84K	+$122K	1	0.02%	New
1942	Destination Wealth Management Walnut Creek, California	$83K	+$91.7K	4	0.01%	New
1943	HT Heritage Trust Oklahoma City, Oklahoma	$83K	$0	3	0.03%	Maintained
1944	PW Price Wealth Austin, Texas	$82K	+$21.1K	6	0.05%	Increased
1945	TCI Wealth Advisors Tucson, Arizona	$82K	-$583	10	0.04%	Reduced
1946	CB CNB Bank Clearfield, Pennsylvania	$81K	+$18.2K	1	0.05%	Increased
1947	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$81K	-$57K	1	0.03%	Reduced
1948	AP Advisors Preferred Rockville, Maryland	$80K	+$66K	2	0.04%	Increased
1949	BAM Bruderman Asset Management Locust Valley, New York	$76K	+$77.6K	2	0.02%	New
1950	MMG Monetary Management Group St Louis, Missouri	$75K	$0	2	0.03%	Maintained