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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
2476	ACM Argyle Capital Management Center Valley, Pennsylvania	$233K	$0	1	0.09%	Maintained
2477	CMO Covenant Multifamily Offices San Antonio, Texas	$233K	-$92.5K	1	0.04%	Reduced
2478	Eagle Global Advisors Houston, Texas	$233K	$0	1	0.02%	Maintained
2479	BAM Brave Asset Management Summit, New Jersey	$232K	$0	1	0.09%	Maintained
2480	MA MANA Advisors New York	$232K	+$236K	1	4.29%	New
2481	ST Somerset Trust Somerset, Pennsylvania	$232K	-$5.26K	1	0.11%	Reduced
2482	BAS Brown Advisory Securities Baltimore, Maryland	$231K	-$91K	1	0.04%	Reduced
2483	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$231K	+$211K	2	0.18%	Increased
2484	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$230K	$0	1	0.18%	Maintained
2485	EGA E&G Advisors Houston, Texas	$230K	$0	1	0.07%	Maintained
2486	WIC Woodmont Investment Counsel Nashville, Tennessee	$230K	+$216K	1	0.04%	New
2487	LFA Landmark Financial Advisors Bowling Green, Kentucky	$229K	+$203K	1	0.13%	New
2488	LHC Little House Capital Braintree, Massachusetts	$229K	+$216K	1	0.17%	New
2489	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$228K	-$81.7K	1	0.03%	Reduced
2490	VIMU Veritas Investment Management (UK) London, United Kingdom	$228K	$0	1	0.04%	Maintained
2491	PPG Peak Planning Group Centennial, Colorado	$227K	+$213K	1	0.26%	New
2492	SWM SVA Wealth Management Madison, Wisconsin	$226K	-$24.2K	1	0.02%	Reduced
2493	DBT Dubuque Bank & Trust Dubuque, Iowa	$225K	-$44K	1	0.03%	Reduced
2494	ACG Aventail Capital Group New York	$224K	+$221K	1	0.12%	New
2495	IEFM IQ EQ Fund Management Dublin 2, Ireland	$224K	$0	1	0.05%	Maintained
2496	PWMG Prestige Wealth Management Group Flemington, New Jersey	$224K	-$150K	11	0.06%	Reduced
2497	RIA Regal Investment Advisors Kentwood, Michigan	$224K	+$211K	1	0.03%	New
2498	SA Shilanski & Associates Anchorage, Alaska	$224K	+$170K	1	0.14%	New
2499	DC Derby & Company Newton, Massachusetts	$223K	+$202K	1	0.06%	New
2500	WI Wintrust Investments Chicago, Illinois	$223K	-$906K	1	0.06%	Reduced