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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
2576	Gould Asset Management Claremont, California	$271K	$0	1	0.09%	Maintained
2577	MFS Madrona Financial Services Everett, Washington	$271K	$0	1	0.16%	Maintained
2578	Murphy Capital Management Bedminster, New Jersey	$270K	$0	1	0.04%	Maintained
2579	Pathway Financial Advisors South Burlington, Vermont	$270K	-$237K	1	0.11%	Reduced
2580	Smith Anglin Financial Dallas, Texas	$270K	+$2.49K	1	0.08%	Increased
2581	Joel Isaacson & Co New York	$269K	+$78.1K	1	0.02%	Increased
2582	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$269K	$0	1	0.2%	Maintained
2583	Capital Advisors Ltd Shaker Heights, Ohio	$268K	+$13K	8	0.05%	Increased
2584	CFO Collective Family Office York, Pennsylvania	$267K	+$3.78K	1	0.12%	Increased
2585	Cortland Associates St Louis, Missouri	$266K	$0	1	0.04%	Maintained
2586	MPCG Matrix Private Capital Group New York	$266K	-$15.9K	1	0.15%	Reduced
2587	Driehaus Capital Management Chicago, Illinois	$263K	+$309K	1	0%	New
2588	EWM EPG Wealth Management Atlanta, Georgia	$263K	+$1.8K	1	0.11%	Increased
2589	Geller Advisors New York	$263K	+$1.94K	1	0.05%	Increased
2590	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$261K	-$30K	1	0.02%	Reduced
2591	RIG Renaissance Investment Group Lenox, Massachusetts	$261K	$0	1	0.09%	Maintained
2592	Hexagon Capital Partners Rogers, Arkansas	$260K	+$27.8K	11	0.08%	Increased
2593	CCM Conway Capital Management Burbank, California	$260K	-$208K	1	0.23%	Reduced
2594	Jacobs & Co San Francisco, California	$258K	$0	1	0.03%	Maintained
2595	Laurion Capital Management New York	$258K	-$3.31M	1	0%	Reduced
2596	Mayflower Financial Advisors Boston, Massachusetts	$258K	-$911K	1	0.04%	Reduced
2597	Nicholas Hoffman & Company Atlanta, Georgia	$258K	+$508	1	0.01%	Increased
2598	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$258K	-$213K	1	0.22%	Reduced
2599	C CEDRUS Littleton, Colorado	$255K	+$17.7K	1	0.25%	Increased
2600	Focused Wealth Management Newburgh, New York	$255K	-$1.33K	6	0.05%	Reduced