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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
2226	FPCM Financial Partners Capital Management New York	$468K	+$5.56K	1	0.11%	Increased
2227	RIG Renaissance Investment Group Lenox, Massachusetts	$467K	-$32.7K	1	0.14%	Reduced
2228	LWP Lumature Wealth Partners Alpharetta, Georgia	$466K	+$439K	1	0.44%	New
2229	Pathway Financial Advisors South Burlington, Vermont	$466K	+$401K	2	0.19%	New
2230	Mountain Capital Investment Advisors Westminster, Colorado	$462K	-$103K	1	0.28%	Reduced
2231	MJP Michael J. Puzo	$461K	$0	1	0.15%	Maintained
2232	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$461K	+$434K	2	0.39%	New
2233	Reilly Financial Advisors La Mesa, California	$461K	+$50.2K	9	0.04%	Increased
2234	Van Cleef Asset Management Beachwood, Ohio	$459K	$0	1	0.08%	Maintained
2235	Robotti Robert	$458K	$0	1	0.13%	Maintained
2236	Allegheny Financial Group Pittsburgh, Pennsylvania	$456K	+$429K	1	0.24%	New
2237	Resonant Capital Advisors Madison, Wisconsin	$456K	+$6.97K	1	0.11%	Increased
2238	BSW Wealth Partners Boulder, Colorado	$455K	+$230K	2	0.14%	Increased
2239	WI WrapManager Inc Mill Valley, California	$455K	+$133K	2	0.13%	Increased
2240	Intrua Financial Houston, Texas	$454K	+$12.3K	1	0.2%	Increased
2241	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$452K	-$3.96K	1	0.1%	Reduced
2242	Hartline Investment Corp Winnetka, Illinois	$451K	-$28.5K	1	0.06%	Reduced
2243	SFO Standard Family Office Sioux Falls, South Dakota	$451K	+$402K	9	0.11%	New
2244	Procyon Advisors Shelton, Connecticut	$449K	-$2.98K	1	0.22%	Reduced
2245	McKinley Carter Wealth Services Wheeling, West Virginia	$448K	+$1.21K	1	0.06%	Increased
2246	North Star Asset Management Neenah, Wisconsin	$446K	$0	1	0.03%	Maintained
2247	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$443K	-$66.4K	1	0.38%	Reduced
2248	Summit Securities Group New York	$443K	+$180K	2	0.04%	Increased
2249	EAM Exos Asset Management New York	$440K	+$439K	1	0.72%	New
2250	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$440K	$0	1	0.23%	Maintained