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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
2676	UAG United Advisor Group Cincinnati, Ohio	$3.31M	+$1.19M	2	0.35%	Increased
2677	OIA Oakmont Investment Advisors Pittsburgh, Pennsylvania	$3.29M	-$373K	2	2.28%	Reduced
2678	Everett Harris & Co Los Angeles, California	$3.28M	+$190K	3	0.04%	Increased
2679	PCU Palliser Capital (UK) London, United Kingdom	$3.28M	-$1.81M	1	1.76%	Reduced
2680	VFA Values First Advisors Gray, Tennessee	$3.28M	-$1.79M	3	1.5%	Reduced
2681	MCA Magnolia Capital Advisors Jackson, Mississippi	$3.28M	+$1.04M	3	0.56%	Increased
2682	GCM Gables Capital Management Miami, Florida	$3.28M	+$259K	8	1.18%	Increased
2683	EL EWA LLC Pittsbugh, Pennsylvania	$3.28M	+$601K	10	0.6%	Increased
2684	LAIC Lederer & Associates Investment Counsel Long Beach, California	$3.27M	-$218K	4	2.16%	Reduced
2685	SF Slagle Financial Edwardsville, Illinois	$3.26M	+$153K	1	0.98%	Increased
2686	FFS Founders Financial Securities Towson, Maryland	$3.26M	+$35.6K	3	0.17%	Increased
2687	AAG Armstrong Advisory Group Needham, Massachusetts	$3.25M	-$794K	20	0.2%	Reduced
2688	IP Indivisible Partners Clearwater, Florida	$3.25M	-$3.64M	7	0.18%	Reduced
2689	KA KLCM Advisors Milwaukee, Wisconsin	$3.25M	+$2.42K	2	0.26%	Increased
2690	CIAS CFS Investment Advisory Services Totowa, New Jersey	$3.24M	-$430K	3	0.22%	Reduced
2691	GP GLR Partners Columbia, Maryland	$3.24M	-$515K	1	1.51%	Reduced
2692	GC Gratia Capital Los Angeles, California	$3.24M	-$3.11M	1	1.96%	Reduced
2693	YCM Yakira Capital Management Westport, Connecticut	$3.23M	+$2.22M	2	0.92%	Increased
2694	HCP Holt Capital Partners Fort Worth, Texas	$3.23M	+$46.3K	2	0.38%	Increased
2695	WA WESPAC Advisors Orinda, California	$3.23M	+$2.2M	5	1.57%	Increased
2696	PPWM Paragon Private Wealth Management Lexington, Kentucky	$3.22M	+$208K	6	0.84%	Increased
2697	RA Range Advisory Mclean, Virginia	$3.22M	+$486K	6	0.38%	Increased
2698	LOIP Live Oak Investment Partners Austin, Texas	$3.21M	+$44.9K	1	1.73%	Increased
2699	EWP Elevation Wealth Partners Santa Rosa, California	$3.21M	-$162K	20	0.96%	Reduced
2700	GC GatePass Capital Independence, Ohio	$3.21M	-$26.4K	3	1.22%	Reduced