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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	VWA Visionary Wealth Advisors O'fallon, Illinois	$347K	-$175K	1	0.05%	Reduced
2052	MWM Mattern Wealth Management Lawrence, Kansas	$345K	-$35	1	0.17%	Reduced
2053	NCM Next Capital Management New York	$345K	+$345K	1	0.24%	New
2054	WWM Windsor Wealth Management Indianapolis, Indiana	$345K	+$344K	1	0.11%	New
2055	YWP YorkBridge Wealth Partners New York	$345K	-$105	1	0.16%	Reduced
2056	FWM Frontier Wealth Management Kansas City, Missouri	$344K	+$324K	1	0.03%	New
2057	CGA Crescent Grove Advisors Lake Forest, Illinois	$342K	$0	1	0.07%	Maintained
2058	North Star Asset Management Neenah, Wisconsin	$341K	$0	1	0.03%	Maintained
2059	PA PSI Advisors Tampa, Florida	$340K	+$214K	2	0.27%	Increased
2060	CA Cornerstone Advisory Hunt Valley, Maryland	$339K	$0	2	0.09%	Maintained
2061	FFS Founders Financial Securities Towson, Maryland	$339K	+$322K	1	0.11%	New
2062	TCTC Holdings Dallas, Texas	$338K	$0	1	0.02%	Maintained
2063	OC Oakworth Capital Birmingham, Alabama	$336K	+$20.6K	8	0.06%	Increased
2064	DCM Delta Capital Management Red Bank, New Jersey	$335K	-$7.08K	1	0.29%	Reduced
2065	VCAM Van Cleef Asset Management Beachwood, Ohio	$334K	$0	1	0.07%	Maintained
2066	AF Apexium Financial Dallas, Texas	$333K	-$18	1	0.3%	Reduced
2067	GPA Garrison Point Advisors Walnut Creek, California	$333K	$0	1	0.33%	Maintained
2068	BWP BSW Wealth Partners Boulder, Colorado	$332K	+$317K	1	0.11%	New
2069	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$332K	$0	1	0.08%	Maintained
2070	AGA Altrinsic Global Advisors Stamford, Connecticut	$330K	+$319K	1	0.01%	New
2071	Mesirow Financial Investment Management Chicago, Illinois	$330K	+$64.6K	1	1.55%	Increased
2072	AIP ARS Investment Partners New York	$328K	-$26.5K	1	0.06%	Reduced
2073	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$328K	+$7.01K	2	0.09%	Increased
2074	GW & Wade Wellesley, Massachusetts	$326K	+$566	1	0.03%	Increased
2075	SCA SMH Capital Advisors Fort Worth, Texas	$326K	+$315K	1	0.65%	New