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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
2551	HCM Howland Capital Management Boston, Massachusetts	$261K	$0	1	0.01%	Maintained
2552	MIP Marietta Investment Partners Milwaukee, Wisconsin	$261K	$0	1	0.06%	Maintained
2553	QVR San Francisco, California	$261K	+$223K	1	0.02%	Increased
2554	WIA Westbourne Investment Advisors Annapolis, Maryland	$261K	-$44K	1	0.12%	Reduced
2555	CG Clarus Group Houston, Texas	$260K	$0	1	0.18%	Maintained
2556	G Gainplan Bloomfield Hills, Michigan	$259K	+$307K	1	0.11%	New
2557	ANB Amarillo National Bank Amarillo, Texas	$258K	$0	1	0.05%	Maintained
2558	Caxton Associates (New York) New York	$257K	-$1.07M	1	0.03%	Reduced
2559	SCA Sassicaia Capital Advisers Jericho, New York	$257K	+$322K	1	0.73%	New
2560	XS XR Securities Chicago, Illinois	$256K	+$132K	1	0.12%	Increased
2561	NFG Norris Financial Group Greenville, South Carolina	$255K	+$264K	1	0.17%	New
2562	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$255K	+$278K	1	0.04%	New
2563	CWM Cahaba Wealth Management Atlanta, Georgia	$254K	+$272K	1	0.04%	New
2564	CAM Columbia Asset Management Ann Arbor, Michigan	$254K	$0	1	0.06%	Maintained
2565	CCM Crossvault Capital Management San Antonio, Texas	$254K	$0	1	0.08%	Maintained
2566	OAM Origin Asset Management London, United Kingdom	$254K	-$2.06M	1	0.06%	Reduced
2567	AC Alexandria Capital Arlington, Virginia	$253K	+$5.27K	1	0.02%	Increased
2568	Palisade Capital Management Fort Lee, New Jersey	$253K	+$290K	1	0.01%	New
2569	EWM EPG Wealth Management Atlanta, Georgia	$251K	+$14.6K	1	0.1%	Increased
2570	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$250K	+$19.1K	6	0.04%	Increased
2571	SI Sprott Inc Toronto, Ontario, Canada	$250K	+$5.47K	1	0.02%	Increased
2572	WR WD Rutherford Portland, Oregon	$250K	-$1.41K	3	0.14%	Reduced
2573	KFP KMG Fiduciary Partners Toledo, Ohio	$249K	-$38.9K	1	0.04%	Reduced
2574	LFA Landmark Financial Advisors Bowling Green, Kentucky	$249K	$0	1	0.13%	Maintained
2575	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$249K	-$5.65M	1	0.03%	Reduced