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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	SRC Sage Rhino Capital Menlo Park, California	$383K	-$169K	1	0.2%	Reduced
2027	Sculptor Capital New York	$382K	-$4.3M	1	0%	Reduced
2028	WFG Wills Financial Group Richmond, Virginia	$380K	+$283	1	0.24%	Increased
2029	CB Cadence Bank Tupelo, Mississippi	$377K	-$338K	1	0.08%	Reduced
2030	CA Corrado Advisors Ramsey, New Jersey	$377K	+$31.1K	2	0.34%	Increased
2031	SSG Summit Securities Group New York	$376K	-$166K	1	0.05%	Reduced
2032	RFA Reilly Financial Advisors La Mesa, California	$374K	-$20K	8	0.04%	Reduced
2033	TF TRH Financial North Liberty, Iowa	$373K	+$356K	1	0.3%	New
2034	MJP Michael J. Puzo	$372K	-$9.23K	1	0.14%	Reduced
2035	W WealthStone Columbus, Ohio	$372K	+$358K	1	0.18%	New
2036	CP Camelot Portfolios Maumee, Ohio	$371K	-$114K	1	0.24%	Reduced
2037	LAM Lingohr Asset Management Duesseldorf, Germany	$371K	$0	1	1.5%	Maintained
2038	VI Versor Investments New York	$371K	-$9.32K	1	0.04%	Reduced
2039	Balentine LLC Atlanta, Georgia	$368K	+$154K	13	0.02%	Increased
2040	CAN Claraphi Advisory Network Aliso Viejo, United States	$364K	-$231K	2	0.16%	Reduced
2041	C Certuity North Palm Beach, Florida	$360K	-$12.6K	1	0.17%	Reduced
2042	IPW Inlet Private Wealth Jupiter, Florida	$359K	$0	1	0.14%	Maintained
2043	RCS Retirement Capital Strategies San Jose, California	$358K	$0	1	0.17%	Maintained
2044	GEM Global Endowment Management Charlotte, North Carolina	$356K	+$337K	1	0.03%	New
2045	IIM Ironwood Investment Management Boston, Massachusetts	$355K	$0	1	0.28%	Maintained
2046	Arax Advisory Partners Denver, Colorado	$351K	-$147K	5	0.06%	Reduced
2047	IG Ithaka Group Arlington, Virginia	$351K	$0	1	0.05%	Maintained
2048	EBT Enterprise Bank & Trust Lowell, Massachusetts	$350K	$0	1	0.18%	Maintained
2049	Simon Quick Advisors Morristown, New Jersey	$349K	-$12.9K	5	0.13%	Reduced
2050	PCS Personal CFO Solutions Chester, New Jersey	$348K	-$165K	1	0.1%	Reduced