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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
3351	GC GFG Capital Miami, Florida	$294K	$0	1	0.11%	Maintained
3352	FL Fort LP Chevy Chase, Maryland	$294K	-$302K	1	0.74%	Reduced
3353	VF Vawter Financial Columbus, Ohio	$292K	$0	1	0.18%	Maintained
3354	BCM Buckhead Capital Management Atlanta, Georgia	$292K	$0	1	0.09%	Maintained
3355	HCA Horan Capital Advisors Cincinnati, Ohio	$290K	$0	1	0.1%	Maintained
3356	JCM Jag Capital Management St Louis, Missouri	$290K	-$20.2M	1	0.04%	Reduced
3357	GCM Gibraltar Capital Management Tulsa, Oklahoma	$288K	$0	1	0.13%	Maintained
3358	D Diversified Wilmington, Delaware	$288K	$0	1	0.03%	Maintained
3359	DE Diversified Enterprises Wilmington, Delaware	$288K	+$265K	1	0.03%	New
3360	MW MBL Wealth Charlotte, North Carolina	$285K	+$62.1K	1	0.03%	Increased
3361	PAM Peak Asset Management Louisville, Colorado	$285K	$0	1	0.05%	Maintained
3362	MFP Meridian Financial Partners Warrenton, Virginia	$285K	+$18K	1	0.14%	Increased
3363	M Murchinson Toronto, Ontario, Canada	$284K	+$253K	1	0.08%	New
3364	OCM Orchard Capital Management Chicago, Illinois	$284K	-$5.32M	1	0.1%	Reduced
3365	CCM Cohen Capital Management Corte Madera, California	$284K	+$50.6K	1	0.05%	Increased
3366	PWM Paulson Wealth Management Wheaton, Illinois	$282K	+$1.13K	1	0.08%	Increased
3367	HP Hyperion Partners Berwyn, Pennsylvania	$282K	$0	1	0.18%	Maintained
3368	RFO RiverGlades Family Offices Naples, Florida	$281K	$0	1	0.2%	Maintained
3369	BO Bank OZK Little Rock, Arkansas	$281K	+$5.21K	1	0.12%	Increased
3370	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$281K	+$1.99K	1	0.11%	Increased
3371	BSHC Breed's Hill Capital Charlestown, Massachusetts	$280K	+$58.4K	1	0.23%	Increased
3372	BA Bluesphere Advisors East Norriton, Pennsylvania	$279K	+$233K	1	0.14%	New
3373	MAA Matrix Asset Advisors White Plains, New York	$279K	$0	1	0.03%	Maintained
3374	NRW Nova R Wealth Overland Park, Kansas	$277K	+$306	1	0.14%	Increased
3375	WTG West Tower Group Richmond, Virginia	$277K	-$767K	1	0.59%	Reduced