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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
2051	APG Abacus Planning Group Columbia, South Carolina	$142K	$0	1	0.09%	Maintained
2052	APC Aspire Private Capital Cornelius, North Carolina	$142K	+$55.5K	2	0.07%	Increased
2053	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$141K	+$41K	4	0.05%	Increased
2054	RWM Raffa Wealth Management Washington, District of Columbia	$140K	+$41.6K	9	0.06%	Increased
2055	CB CNB Bank Clearfield, Pennsylvania	$139K	+$5.13K	4	0.07%	Increased
2056	WB Webster Bank Waterbury, Connecticut	$139K	+$6.92K	3	0.02%	Increased
2057	CYG Clean Yield Group Norwich, Vermont	$136K	-$15.6K	3	0.06%	Reduced
2058	FIA FNY Investment Advisers New York	$136K	-$13.1K	2	0.05%	Reduced
2059	FGAM Financial Gravity Asset Management Lakeway, Texas	$135K	+$137K	13	0.11%	New
2060	MIG Mariner Investment Group Harrison, New York	$133K	+$140K	1	0.18%	New
2061	FC Ferris Capital Marlborough, Massachusetts	$131K	-$3.02K	8	0.05%	Reduced
2062	PVH Psagot Value Holdings Tel Aviv, Israel	$131K	-$16.4K	2	0.01%	Reduced
2063	CB Community Bank Dewitt, New York	$130K	-$38K	4	0.03%	Reduced
2064	LWM Liberty Wealth Management Oakland, California	$128K	-$4.98K	6	0.1%	Reduced
2065	TCM Tradewinds Capital Management Bellingham, Washington	$127K	-$12K	3	0.05%	Reduced
2066	DP DSAM Partners London, United Kingdom	$124K	+$104K	1	0.02%	New
2067	WPA West Paces Advisors Atlanta, Georgia	$122K	$0	6	0.09%	Maintained
2068	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$121K	$0	1	0.06%	Maintained
2069	APW Acima Private Wealth Richmond, Virginia	$118K	-$13K	2	0.1%	Reduced
2070	TCI Wealth Advisors Tucson, Arizona	$117K	-$1.84K	12	0.05%	Reduced
2071	Destination Wealth Management Walnut Creek, California	$116K	+$9.7K	7	0.01%	Increased
2072	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$113K	-$462	2	0.09%	Reduced
2073	BWA Burt Wealth Advisors North Bethesda, Maryland	$111K	$0	1	0.05%	Maintained
2074	DAL David A. Lorber	$108K	+$56.1K	1	2.98%	Increased
2075	Shelton Capital Management Denver, Colorado	$107K	-$7.42M	11	0.42%	Reduced