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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
2826	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$2.83M	+$486K	7	0.14%	Increased
2827	MIA MeadowBrook Investment Advisors Livonia, Michigan	$2.83M	+$43.3K	3	2.24%	Increased
2828	SP Stablepoint Partners Braintree, Massachusetts	$2.82M	-$261K	2	0.39%	Reduced
2829	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$2.81M	$0	3	0.38%	Maintained
2830	OWA Outlook Wealth Advisors Shenandoah, Texas	$2.81M	-$135K	3	0.61%	Reduced
2831	ISFAN Investor's Fiduciary Advisor Network Snoqualmie, Washington	$2.81M	-$159K	3	0.95%	Reduced
2832	I InceptionR Lafayette, California	$2.8M	-$390K	5	0.69%	Reduced
2833	HTI Hikari Tsushin Inc Tokyo, Japan	$2.8M	$0	1	0.19%	Maintained
2834	PSCM Per Stirling Capital Management Austin, Texas	$2.79M	+$965K	3	0.27%	Increased
2835	AW Alchemi Wealth Essex, Connecticut	$2.79M	+$395K	2	1.31%	Increased
2836	GBT Grove Bank & Trust Miami, Florida	$2.78M	+$165K	13	0.28%	Increased
2837	CAM Covenant Asset Management Chester, New Jersey	$2.78M	-$131K	3	0.47%	Reduced
2838	NI Nepsis Inc Minneapolis, Minnesota	$2.78M	-$61.1K	1	0.94%	Reduced
2839	SHFC Safe Harbor Family Capital Chapel Hill, North Carolina	$2.78M	+$351K	4	1.86%	Increased
2840	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$2.78M	-$69.5K	4	0.33%	Reduced
2841	Lazard Frères Gestion Paris, France	$2.77M	+$333K	1	0.05%	Increased
2842	PIM Platinum Investment Management Sydney Australia 2000, Australia	$2.77M	-$1.37M	1	0.68%	Reduced
2843	MYA Meiji Yasuda America New York	$2.77M	+$374K	1	0.46%	Increased
2844	WCM Weaver Capital Management Suwanee, Georgia	$2.77M	$0	2	0.61%	Maintained
2845	PWM Pathway Wealth Management Dallas, Texas	$2.77M	+$194K	1	1.93%	Increased
2846	IIA ICW Investment Advisors Scottsdale, Arizona	$2.76M	-$15.1K	2	0.97%	Reduced
2847	Sax Wealth Advisors Parsippany, New Jersey	$2.76M	+$69.5K	3	0.11%	Increased
2848	ATS Ashton Thomas Securities Rochester, New York	$2.76M	-$2.49M	2	0.41%	Reduced
2849	LFS Leibman Financial Services Louisville, Nebraska	$2.75M	-$1.44M	1	1.83%	Reduced
2850	MKP Capital Management New York	$2.75M	+$2.6M	1	0.07%	New