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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
2401	SFG Stonebridge Financial Group San Rafael, California	$4.58M	+$4.48M	6	0.63%	New
2402	SP SmartHarvest Portfolios Poulsbo, Washington	$4.58M	+$884K	13	1.48%	Increased
2403	MLM Mount Lucas Management Newtown, Pennsylvania	$4.57M	$0	1	1.63%	Maintained
2404	RMC Resources Management Corp West Hartford, Connecticut	$4.57M	-$124K	3	0.58%	Reduced
2405	AWP Abacus Wealth Partners Santa Monica, California	$4.55M	-$4.27M	6	0.48%	Reduced
2406	WFAG Worth Financial Advisory Group Charlotte, North Carolina	$4.55M	+$4.36M	3	1.89%	New
2407	IFG Advisory Atlanta, Georgia	$4.54M	+$4.22M	23	0.16%	Increased
2408	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$4.53M	-$1.99M	1	1.48%	Reduced
2409	SWM SHP Wealth Management Plymouth, Massachusetts	$4.53M	+$1.3M	26	0.31%	Increased
2410	DWM Drive Wealth Management Lehi, Utah	$4.52M	+$712K	8	0.81%	Increased
2411	CK Cohen Klingenstein New York	$4.5M	$0	2	0.13%	Maintained
2412	KC Kepler Cheuvreux Nyon,	$4.49M	-$7.63M	3	0.26%	Reduced
2413	TIM Titan Investment Management Indianapolis, Indiana	$4.47M	+$208K	1	3.31%	Increased
2414	CTFG Capstone Triton Financial Group Oklahoma City, Oklahoma	$4.46M	+$4.58M	2	2.57%	New
2415	PC Panoramic Capital Larkspur, California	$4.45M	-$2.66M	2	1.92%	Reduced
2416	SFO Stenger Family Office Naperville, Illinois	$4.45M	-$79.8K	2	0.71%	Reduced
2417	LFA Legacy Financial Advisors Covington, Kentucky	$4.45M	+$369K	6	0.54%	Increased
2418	BONH Bank of New Hampshire Laconia, New Hampshire	$4.44M	+$102K	8	0.93%	Increased
2419	KF Ketron Financial Novato, California	$4.43M	+$161K	2	1.38%	Increased
2420	FBT First Bank & Trust Brookings, South Dakota	$4.42M	+$153K	3	0.65%	Increased
2421	RWM RBA Wealth Management Newport Beach, California	$4.42M	-$606K	1	1.62%	Reduced
2422	HI Harrington Investments Napa, California	$4.4M	-$83.5K	2	2.13%	Reduced
2423	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$4.4M	-$283K	1	2.17%	Reduced
2424	MAG MRA Advisory Group Parsippany, New Jersey	$4.4M	-$2.02M	5	1.59%	Reduced
2425	VEA Virtus ETF Advisers New York	$4.39M	-$3.65M	7	1.68%	Reduced