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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	PC Permanens Capital New York	$274K	+$299K	1	0.09%	New
2202	KPW Kore Private Wealth New York	$272K	-$256K	1	0.05%	Reduced
2203	AP Atwood & Palmer Kansas City, Missouri	$271K	$0	3	0.03%	Maintained
2204	PW Price Wealth Austin, Texas	$271K	-$485K	7	0.08%	Reduced
2205	BAS Brown Advisory Securities Baltimore, Maryland	$270K	+$257K	2	0.06%	New
2206	BWM BigSur Wealth Management Miami, Florida	$269K	$0	1	0.17%	Maintained
2207	MAM Marotta Asset Management Charlottesville, Virginia	$269K	-$81.8K	1	0.08%	Reduced
2208	SWM Stockman Wealth Management Billings, Montana	$268K	$0	1	0.1%	Maintained
2209	LWP Legacy Wealth Planning Reno, Nevada	$267K	$0	1	0.31%	Maintained
2210	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$266K	$0	1	0.44%	Maintained
2211	GC Garde Capital Seattle, Washington	$265K	+$271K	1	0.04%	New
2212	AG Appleton Group Appleton, Wisconsin	$264K	$0	1	0.41%	Maintained
2213	M Mirova Paris, France	$264K	+$218K	3	0.04%	Increased
2214	TF TRH Financial North Liberty, Iowa	$264K	-$151K	1	0.18%	Reduced
2215	WP WMS Partners Towson, Maryland	$264K	$0	1	0.05%	Maintained
2216	ANB Amarillo National Bank Amarillo, Texas	$263K	$0	1	0.1%	Maintained
2217	CA Cortland Associates St Louis, Missouri	$263K	$0	1	0.04%	Maintained
2218	VC Veracity Capital Atlanta, Georgia	$262K	-$543K	1	0.15%	Reduced
2219	GW & Wade Wellesley, Massachusetts	$260K	-$77.9K	1	0.02%	Reduced
2220	PWM Peterson Wealth Management Sparks, Nevada	$260K	-$140K	1	0.23%	Reduced
2221	Caption Management Oklahoma City, Oklahoma	$259K	+$229K	1	0.01%	New
2222	AWA Arete Wealth Advisors Chicago, Illinois	$256K	+$246K	1	0.04%	New
2223	BOM Bank of Marin Novato, California	$255K	$0	1	0.26%	Maintained
2224	WDL Well Done LLC Holland, Michigan	$254K	$0	1	0.07%	Maintained
2225	LS Leelyn Smith Geneva, Illinois	$253K	$0	4	0.09%	Maintained