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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
2026	CYG Clean Yield Group Norwich, Vermont	$7.39M	-$989K	5	1.83%	Reduced
2027	SIC Sigma Investment Counselors Northville, Michigan	$7.39M	-$401K	2	0.36%	Reduced
2028	ST Spinnaker Trust Portland, Maine	$7.39M	+$98.3K	2	0.36%	Increased
2029	PP Pacifica Partners Surrey, Canada	$7.39M	-$76.9K	3	2.23%	Reduced
2030	FA Fedenia Advisers Madison, Wisconsin	$7.38M	+$5.71M	6	1.75%	Increased
2031	SC Stance Capital Boston, Massachusetts	$7.37M	+$1.83M	8	2.24%	Increased
2032	VCP Verus Capital Partners Scottsdale, Arizona	$7.37M	+$1.19M	7	0.4%	Increased
2033	PA Paralel Advisors Denver, Colorado	$7.36M	-$2.56M	2	0.28%	Reduced
2034	WWM WJ Wealth Management Glendale, Arizona	$7.35M	+$7.15M	1	2.9%	New
2035	Csenge Advisory Group Clearwater, Florida	$7.35M	+$33.8K	8	0.3%	Increased
2036	LFP Leeward Financial Partners Bellevue, Washington	$7.3M	-$341K	3	1.92%	Reduced
2037	AWM Angeles Wealth Management Santa Monica, California	$7.3M	+$323K	10	0.33%	Increased
2038	AP Anchyra Partners Atlanta, Georgia	$7.3M	+$4.64M	8	1.75%	Increased
2039	GD Grandfield & Dodd New York	$7.29M	-$76K	4	0.38%	Reduced
2040	BFA Benedict Financial Advisors Atlanta, Georgia	$7.27M	-$116K	2	1.41%	Reduced
2041	NIM Nicollet Investment Management Minneapolis, Minnesota	$7.26M	-$972K	1	2.24%	Reduced
2042	PPWP Premier Path Wealth Partners Madison, New Jersey	$7.22M	+$278K	8	0.83%	Increased
2043	JSL JT Stratford LLC Gainesville, Georgia	$7.22M	-$2.29M	3	0.79%	Reduced
2044	Maven Securities St Helier, Jersey	$7.21M	-$5.63M	3	0.14%	Reduced
2045	EC EntryPoint Capital New York	$7.2M	+$1.71M	9	1.75%	Increased
2046	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$7.19M	-$168K	3	3.36%	Reduced
2047	C Certuity North Palm Beach, Florida	$7.18M	+$239K	9	0.35%	Increased
2048	MA MYDA Advisors Woodmere, New York	$7.17M	-$6.92M	5	1.07%	Reduced
2049	GAA Green Alpha Advisors Niwot, Colorado	$7.16M	-$58K	3	4.81%	Reduced
2050	Lockheed Martin Investment Management Bethesda, Maryland	$7.16M	-$809K	2	0.28%	Reduced