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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
2376	BOM Bank of Marin Novato, California	$300K	$0	1	0.25%	Maintained
2377	MAG MRA Advisory Group Parsippany, New Jersey	$298K	+$310K	1	0.29%	New
2378	SW SkyOak Wealth Southfield, Michigan	$297K	-$155K	1	0.09%	Reduced
2379	AWA ARS Wealth Advisors St. Petersburg, Florida	$296K	$0	1	0.06%	Maintained
2380	AP Atwood & Palmer Kansas City, Missouri	$296K	$0	3	0.03%	Maintained
2381	HS Haafor (Singapore) Singapore	$296K	+$300K	1	0.55%	New
2382	LC Landaas & Company Milwaukee, Wisconsin	$296K	+$1.13K	1	0.2%	Increased
2383	SWM Stockman Wealth Management Billings, Montana	$295K	$0	1	0.09%	Maintained
2384	TF TRH Financial North Liberty, Iowa	$295K	-$11.6K	1	0.17%	Reduced
2385	PWS Precision Wealth Strategies Saint Louis, Missouri	$294K	+$280K	1	0.32%	New
2386	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$294K	+$281K	3	0.82%	New
2387	WP WealthSource Partners San Luis Obispo, California	$294K	-$48.8K	2	0.03%	Reduced
2388	JSP Jackson Square Partners Larkspur, California	$293K	+$278K	1	0%	New
2389	LGA Lebenthal Global Advisors Hauppauge, New York	$293K	+$265K	5	0.21%	New
2390	PWAC Private Wealth Advisors (California) Fresno, California	$293K	-$92.6K	1	0.1%	Reduced
2391	EA Elm Advisors Burlingame, California	$290K	-$46.7K	2	0.18%	Reduced
2392	BOS Bingham Osborn & Scarborough San Francisco, California	$289K	+$356	1	0.02%	Increased
2393	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$288K	$0	1	0.04%	Maintained
2394	GAM GVO Asset Management Zug, Switzerland	$288K	+$273K	1	0.2%	New
2395	HC Hourglass Capital Houston, Texas	$288K	-$340K	1	0.09%	Reduced
2396	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$288K	+$1.45K	1	0.01%	Increased
2397	SAF Smith Anglin Financial Dallas, Texas	$287K	+$294K	1	0.05%	New
2398	VCM Vigilant Capital Management Portland, Maine	$286K	-$84.7K	5	0.03%	Reduced
2399	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$285K	-$3.06K	1	0.09%	Reduced
2400	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$285K	+$139K	1	0.12%	New