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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
2326	VCM Versant Capital Management Phoenix, Arizona	$169K	-$3.33K	14	0.08%	Reduced
2327	APG Abacus Planning Group Columbia, South Carolina	$163K	-$799	1	0.06%	Reduced
2328	VFP Verus Financial Partners Richmond, Virginia	$163K	+$158K	1	0.06%	New
2329	AWAM Appian Way Asset Management New York	$162K	+$162K	1	0.07%	New
2330	HR Howe & Rusling Rochester, New York	$161K	-$39.8K	11	0.03%	Reduced
2331	AW Alpha Windward Westwood, Massachusetts	$160K	-$173K	6	0.12%	Reduced
2332	DLG Daniel L. Goodwin	$160K	-$2.87M	1	0.11%	Reduced
2333	CT Caldwell Trust Venice, Florida	$158K	-$9.89K	2	0.03%	Reduced
2334	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$158K	+$155K	11	0.14%	New
2335	Sageworth Trust Lancaster, Pennsylvania	$158K	-$2.43K	1	0.02%	Reduced
2336	JWM Jeppson Wealth Management Manhattan Beach, California	$156K	+$159K	4	0.12%	New
2337	APW Acima Private Wealth Richmond, Virginia	$153K	$0	2	0.09%	Maintained
2338	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$151K	+$5.48K	6	0.1%	Increased
2339	SMH Sanders Morris Harris Houston, Texas	$150K	+$5.42K	1	0.04%	Increased
2340	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$146K	+$25.6K	4	0.07%	Increased
2341	BAM Brave Asset Management Summit, New Jersey	$144K	$0	1	0.07%	Maintained
2342	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$144K	+$19.3K	8	0.07%	Increased
2343	NSIM North Star Investment Management Chicago, Illinois	$144K	-$43.8K	6	0.02%	Reduced
2344	CIM Contravisory Investment Management Norwell, Massachusetts	$140K	-$259K	1	0.05%	Reduced
2345	SIA Soltis Investment Advisors St. George, Utah	$139K	$0	1	0.03%	Maintained
2346	BB Bell Bank Fargo, North Dakota	$136K	$0	1	0.02%	Maintained
2347	CFO CVA Family Office Denver, Colorado	$135K	+$25.1K	3	0.1%	Increased
2348	PGIM Pacific Global Investment Management Glendale, California	$135K	-$27K	1	0.04%	Reduced
2349	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$134K	$0	1	0.01%	Maintained
2350	BWM Baystate Wealth Management Boston, Massachusetts	$130K	-$13.3K	8	0.02%	Reduced