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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
2976	GRIM Greenhaven Road Investment Management Greenwich, Connecticut	$35K	$0	1	0.02%	Maintained
2977	OCM Osterweis Capital Management San Francisco, California	$32.7K	+$32.1K	1	0%	New
2978	FA Fermata Advisors Sonoma, California	$32.6K	$0	1	0.01%	Maintained
2979	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$30.6K	$0	1	0.02%	Maintained
2980	MWA Moser Wealth Advisors Bellevue, Washington	$30.1K	$0	1	0.02%	Maintained
2981	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$29.3K	+$14K	4	0.01%	Increased
2982	VF VitalStone Financial Shavano Park, Texas	$29K	+$30K	5	0.02%	New
2983	Millburn Ridgefield Corp New York	$28K	+$1.16K	1	0%	Increased
2984	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$27.9K	$0	1	0.01%	Maintained
2985	JCA Jade Capital Advisors Essex Fells, New Jersey	$27.8K	-$667K	1	0.08%	Reduced
2986	TLA Tanglewood Legacy Advisors Houston, Texas	$27.6K	+$25.9K	1	0.02%	New
2987	Bellevue Group Kuesnacht, Switzerland	$26.2K	$0	1	0%	Maintained
2988	AL Arnhold LLC New York	$26.2K	-$132K	1	0%	Reduced
2989	RTL Red Tortoise LLC Atlanta, Georgia	$26.1K	+$25.7K	6	0.02%	New
2990	MGI MayTech Global Investments New York	$24K	+$23.6K	1	0.01%	New
2991	MS Marshall & Sullivan Seattle, Washington	$24K	+$24.4K	1	0.02%	New
2992	AA AlphaMark Advisors Ft. Wright, Kentucky	$23K	-$1K	2	0.01%	Reduced
2993	EA Evolution Advisers Richmond, Virginia	$23K	$0	1	0.02%	Maintained
2994	PWS Paragon Wealth Strategies Jacksonville, Florida	$22.7K	$0	1	0.03%	Maintained
2995	MIM Macroview Investment Management Bethesda, Maryland	$22.2K	-$32.1K	2	0.04%	Reduced
2996	NC NewSquare Capital Newtown Square, Pennsylvania	$22.2K	+$3.43K	7	0%	Increased
2997	PSP Pacific Sage Partners Edmonds, Washington	$22K	+$36.8K	1	0.01%	New
2998	KFS Kelly Financial Services Braintree, Massachusetts	$20.7K	-$1.27K	4	0.01%	Reduced
2999	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$20.3K	$0	1	0%	Maintained
3000	GFPC Global Financial Private Client Sarasota, Florida	$20K	+$9.81K	3	0.01%	Increased