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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
1951	SLF Sun Life Financial Toronto, Ontario, Canada	$70.6K	-$2.26M	6	0.63%	Reduced
1952	CP Camelot Portfolios Maumee, Ohio	$68K	+$2.93K	1	0.03%	Increased
1953	MFW Mosaic Family Wealth St. Louis, Missouri	$64K	+$52.3K	2	0.02%	Increased
1954	DAL David A. Lorber	$62K	+$89.6K	1	0.14%	New
1955	TVWM Tower View Wealth Management Shorewood, Wisconsin	$62K	+$20.9K	1	0.06%	Increased
1956	CAL Capital Advisors Ltd Shaker Heights, Ohio	$59K	$0	1	0.02%	Maintained
1957	LWS Lucia Wealth Services San Diego, California	$59K	+$60.3K	2	0.02%	New
1958	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$58K	-$5.47K	4	0.05%	Reduced
1959	SCM Schneider Capital Management Berwyn, Pennsylvania	$56K	+$81.4K	1	0.01%	New
1960	CPA Cowen Prime Advisors New York	$55K	-$2.44K	1	0.03%	Reduced
1961	DOA D'Orazio & Associates Falls Church, Virginia	$54K	+$11K	4	0.02%	Increased
1962	PCA Peddock Capital Advisors Braintree, Massachusetts	$54K	$0	1	0.03%	Maintained
1963	WAM Watermark Asset Management San Ramon, California	$53K	$0	2	0.02%	Maintained
1964	WCM Whitener Capital Management Rocky Mount, North Carolina	$53K	$0	3	0.04%	Maintained
1965	Allworth Financial Folsom, California	$51K	+$24K	6	0%	Increased
1966	FCB First Command Bank Fort Worth, Texas	$48.1K	+$7.96K	3	0.03%	Increased
1967	Country Trust Bank Bloomington, Illinois	$48K	+$14.8K	3	0%	Increased
1968	FCFS First Command Financial Services Fort Worth, Texas	$48K	+$7.96K	3	0%	Increased
1969	FPF FNY Partners Fund New York	$47K	-$1.68M	1	0.03%	Reduced
1970	BWM Baystate Wealth Management Boston, Massachusetts	$45K	+$4.01K	5	0.01%	Increased
1971	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$44.4K	-$26.3K	1	0.03%	Reduced
1972	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$44K	+$5.2K	7	0.04%	Increased
1973	LFG LifePlan Financial Group Dayton, Ohio	$44K	+$45.8K	2	0.03%	New
1974	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$43K	+$42.6K	3	0.01%	New
1975	RM Resource Management Metairie, Louisiana	$43K	$0	1	0.01%	Maintained