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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
2201	RBWA RFG - Bristol Wealth Advisors Taunton, Massachusetts	$5.91M	-$1.1M	3	1.43%	Reduced
2202	AO Advisor OS Chicago, Illinois	$5.91M	-$1.55M	7	0.39%	Reduced
2203	Procyon Advisors Shelton, Connecticut	$5.9M	+$593K	8	0.25%	Increased
2204	KNW Kesler Norman & Wride Ogden, Utah	$5.9M	+$1.73M	6	0.93%	Increased
2205	VC Veracity Capital Atlanta, Georgia	$5.9M	+$1.21M	5	1.59%	Increased
2206	OCM Orchard Capital Management Chicago, Illinois	$5.88M	+$40.5K	3	5.72%	Increased
2207	DFG Dupree Financial Group Lexington, Kentucky	$5.86M	+$934K	3	2.19%	Increased
2208	GTAM Global Trust Asset Management West Palm Beach, Florida	$5.85M	+$615K	3	1.83%	Increased
2209	STAS Strong Tower Advisory Services Minneapolis, Minnesota	$5.85M	+$72.3K	2	1.05%	Increased
2210	Welch Group Birmingham, Alabama	$5.84M	+$277K	5	0.2%	Increased
2211	PNFS PW Nova Financial Services Newtown, Pennsylvania	$5.83M	+$187K	3	1.25%	Increased
2212	BRG Bay Rivers Group Williamsburg, Virginia	$5.83M	+$202K	3	1.99%	Increased
2213	PW Potentia Wealth San Jose, California	$5.81M	-$668K	1	2.38%	Reduced
2214	DO denkapparat Operations Berlin, Germany	$5.8M	-$492K	5	1.9%	Reduced
2215	MKC M. Kraus & Co Shelburne, Vermont	$5.8M	+$3.56M	2	1.54%	Increased
2216	SIA SGL Investment Advisors Missoula, Montana	$5.8M	+$1.22M	3	2%	Increased
2217	Aristeia Capital Greenwich, Connecticut	$5.79M	+$10.6M	1	0.08%	Increased
2218	AWM Accurate Wealth Management Wesley Chapel, Florida	$5.78M	+$488K	5	0.55%	Increased
2219	WC Wexford Capital West Palm Beach, Florida	$5.78M	+$2.92M	9	0.74%	Increased
2220	AG ASO Group Road Town,	$5.77M	$0	1	2.45%	Maintained
2221	OCM Osterweis Capital Management San Francisco, California	$5.76M	-$2.01M	4	0.27%	Reduced
2222	WI Wealth Intelligence Columbus, Georgia	$5.76M	-$218K	2	2.67%	Reduced
2223	WAM Wilson Asset Management Sydney, Australia	$5.75M	+$5.44M	1	1.58%	New
2224	1C 111 Capital Paris, France	$5.75M	+$3.72M	13	0.99%	Increased
2225	1W 1776 Wealth Atlanta, Georgia	$5.74M	+$137K	4	2.02%	Increased