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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	FI Fosun International Hong Kong, China	$496K	-$163K	1	0.03%	Reduced
2202	4WM 44 Wealth Management Eugene, Oregon	$492K	+$482K	2	0.22%	New
2203	GW & Wade Wellesley, Massachusetts	$492K	+$232K	2	0.03%	Increased
2204	RCS Retirement Capital Strategies San Jose, California	$492K	$0	1	0.2%	Maintained
2205	IC Intersect Capital San Ramon, California	$489K	+$189K	2	0.11%	Increased
2206	SCG Sonata Capital Group Seattle, Washington	$489K	+$207K	2	0.24%	Increased
2207	CCM Coe Capital Management Highland Park, Illinois	$486K	-$3.24K	1	0.53%	Reduced
2208	HBK Sorce Advisory Erie, Pennsylvania	$485K	+$111K	2	0.03%	Increased
2209	Merit Financial Group Alpharetta, Georgia	$483K	+$455K	2	0.05%	New
2210	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$482K	+$180K	2	0.16%	Increased
2211	EBT Enterprise Bank & Trust Lowell, Massachusetts	$481K	$0	1	0.21%	Maintained
2212	JWM Jupiter Wealth Management Glendale, Colorado	$481K	-$206K	1	0.29%	Reduced
2213	Dixon Hubard Feinour & Brown Roanoke, Virginia	$480K	$0	2	0.12%	Maintained
2214	BFS Bickling Financial Services Lexington, Massachusetts	$479K	+$454K	1	0.3%	New
2215	Curated Wealth Partners El Segundo, California	$479K	+$421K	1	0.31%	New
2216	Oasis Management Company Grand Cayman, Cayman Islands	$479K	+$327K	1	0.09%	New
2217	Maple Capital Management Montpelier, Vermont	$478K	-$109K	1	0.07%	Reduced
2218	AWM Altavista Wealth Management Asheville, North Carolina	$477K	-$6.67K	1	0.12%	Reduced
2219	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$476K	-$5.03M	1	0.76%	Reduced
2220	AGM Alpine Global Management New York	$475K	+$472K	1	0.1%	New
2221	FUBT First United Bank & Trust Oakland, Maryland	$475K	+$140K	1	0.23%	Increased
2222	LSWM Lorne Steinberg Wealth Management Montreal, Quebec, Canada	$472K	+$426K	1	0.29%	New
2223	Pathstone Family Office Englewood, New Jersey	$472K	+$408K	14	0.02%	Increased
2224	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$471K	+$1.81K	1	0.33%	Increased
2225	ER Enlightenment Research Miami, Florida	$469K	+$348K	2	0.66%	New