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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
2751	ZCM Zebra Capital Management Stamford, Connecticut	$305K	-$89.6K	1	0.49%	Reduced
2752	Disciplined Growth Investors Minneapolis, Minnesota	$303K	+$268K	1	0.01%	New
2753	WWM Wolff Wiese Magana Carslbad, California	$303K	-$13.3K	10	0.2%	Reduced
2754	AWS AJ Wealth Strategies New York	$302K	-$64.5K	1	0.01%	Reduced
2755	MIP Marietta Investment Partners Milwaukee, Wisconsin	$302K	$0	1	0.06%	Maintained
2756	WIA Westbourne Investment Advisors Annapolis, Maryland	$302K	$0	1	0.12%	Maintained
2757	WR WD Rutherford Portland, Oregon	$301K	$0	3	0.15%	Maintained
2758	BA Bridgewater Advisors New York	$300K	$0	1	0.07%	Maintained
2759	HCP Hexagon Capital Partners Rogers, Arkansas	$299K	+$15.9K	8	0.08%	Increased
2760	PCFFS Pacific Center for Financial Services San Ramon, California	$299K	+$78.5K	2	0.12%	Increased
2761	CBA Coastal Bridge Advisors Westport, Connecticut	$298K	+$383K	2	0.06%	Increased
2762	SEP Southland Equity Partners Wildwood, Missouri	$297K	-$17.7K	1	0.12%	Reduced
2763	CRWM Castle Rock Wealth Management Walnut Creek, California	$297K	-$207K	1	0.12%	Reduced
2764	LWP Legacy Wealth Planning Reno, Nevada	$297K	$0	1	0.34%	Maintained
2765	SFPG Stonebridge Financial Planning Group Orlando, Florida	$297K	+$6.91K	2	0.16%	Increased
2766	CWM Cahaba Wealth Management Atlanta, Georgia	$296K	+$994	1	0.04%	Increased
2767	RWB RMR Wealth Builders Montclair, New Jersey	$296K	-$628K	1	0.09%	Reduced
2768	LA Lindenwold Advisors Reading, Pennsylvania	$295K	+$278K	1	0.17%	New
2769	CAM Columbia Asset Management Ann Arbor, Michigan	$294K	$0	1	0.06%	Maintained
2770	JC JBF Capital Aspen, Colorado	$294K	-$5.71K	2	0.06%	Reduced
2771	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$293K	$0	6	0.04%	Maintained
2772	TCWM Total Clarity Wealth Management St. Charles, Illinois	$293K	+$218K	8	0.13%	Increased
2773	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$290K	$0	1	0.05%	Maintained
2774	3F 360 Financial Wayzata, Minnesota	$286K	$0	1	0.13%	Maintained
2775	HFAS Hummer Financial Advisory Services Chicago, Illinois	$285K	-$16K	1	0.24%	Reduced