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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	VIM Veritas Investment Management London, United Kingdom	$91K	$0	1	0.01%	Maintained
1927	AW Alpha Windward Westwood, Massachusetts	$90K	+$978	3	0.06%	Increased
1928	Destination Wealth Management Walnut Creek, California	$90K	+$3.73K	3	0.01%	Increased
1929	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$90K	$0	1	0.03%	Maintained
1930	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$90K	-$42.9K	3	0.05%	Reduced
1931	SS Sunbelt Securities Houston, Texas	$88K	+$84.3K	1	0.05%	New
1932	BFC Bedel Financial Consulting Indianapolis, Indiana	$87K	-$7.27K	2	0.06%	Reduced
1933	EAM Exane Asset Management Paris, France	$86.2K	-$124K	2	0.04%	Reduced
1934	SBL Sargent Bickham Lagudis Boulder, Colorado	$86K	$0	4	0.01%	Maintained
1935	Ballentine Partners Waltham, Massachusetts	$82K	-$122K	1	0%	Reduced
1936	PWAG Polaris Wealth Advisory Group San Rafael, California	$80K	-$68.6K	1	0.01%	Reduced
1937	KJWM Kiley Juergens Wealth Management Olympia, Washington	$79K	+$110K	6	0.07%	New
1938	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$78K	$0	1	0.08%	Maintained
1939	LWA Lenox Wealth Advisors New York	$78K	+$59.4K	5	0.02%	Increased
1940	HT Heritage Trust Oklahoma City, Oklahoma	$77K	-$383	3	0.03%	Reduced
1941	CB CNB Bank Clearfield, Pennsylvania	$76K	$0	1	0.04%	Maintained
1942	DAL David A. Lorber	$74K	+$4.71K	1	0.17%	Increased
1943	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$74K	+$61.2K	7	0.05%	Increased
1944	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$73K	-$18.2K	1	0.03%	Reduced
1945	LC Landaas & Company Milwaukee, Wisconsin	$71K	+$73.3K	2	0.06%	New
1946	MS Marshall & Sullivan Seattle, Washington	$68K	+$64.6K	1	0.06%	New
1947	TVWM Tower View Wealth Management Shorewood, Wisconsin	$67K	+$9.67K	1	0.06%	Increased
1948	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$64K	+$8.01K	7	0.05%	Increased
1949	SCM Schneider Capital Management Berwyn, Pennsylvania	$62K	$0	1	0.01%	Maintained
1950	CPA Cowen Prime Advisors New York	$61K	$0	1	0.03%	Maintained