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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
3376	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$182K	$0	2	0.1%	Maintained
3377	WWM Wolff Wiese Magana Carslbad, California	$179K	-$2.46K	11	0.15%	Reduced
3378	CHC City Holding Co Charleston, West Virginia	$177K	+$7.16K	3	0.03%	Increased
3379	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$177K	+$44.6K	9	0.06%	Increased
3380	CWS Cypress Wealth Services Palm Desert, California	$175K	-$11.4K	1	0.04%	Reduced
3381	VFA Virtus Fund Advisers Hartford, Connecticut	$175K	$0	1	0.62%	Maintained
3382	WIM Westside Investment Management Santa Monica, California	$174K	$0	6	0.04%	Maintained
3383	FIM Fernwood Investment Management Quincy, Massachusetts	$171K	-$56.2K	3	0.05%	Reduced
3384	VCM Versant Capital Management Phoenix, Arizona	$167K	-$9.2K	16	0.05%	Reduced
3385	CIA Cape Investment Advisory Mcdonough, Georgia	$167K	-$32.6K	6	0.08%	Reduced
3386	GPI General Partner Inc Pittsburgh, Pennsylvania	$166K	+$142K	3	0.1%	Increased
3387	RG Richelieu Gestion Paris, France	$165K	-$40.8K	1	0.17%	Reduced
3388	WCM Winthrop Capital Management Carmel, Indiana	$162K	+$1.68K	1	0.07%	Increased
3389	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$161K	-$568K	1	0.01%	Reduced
3390	AW Avion Wealth The Woodlands, Texas	$160K	+$5.87K	12	0.04%	Increased
3391	AWM Ameliora Wealth Management Zurich, Switzerland	$159K	+$148K	2	0.07%	Increased
3392	FFA Frazier Financial Advisors Columbus, Ohio	$159K	+$13.5K	16	0.13%	Increased
3393	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$158K	-$846K	1	0.14%	Reduced
3394	CPG Cornerstone Planning Group Fairfield, New Jersey	$158K	-$24.1K	11	0.05%	Reduced
3395	HAS HBW Advisory Services Simi Valley, California	$157K	$0	2	0.03%	Maintained
3396	ME McIlrath & Eck Arlington, Washington	$157K	+$21.7K	7	0.02%	Increased
3397	T Tidemark San Diego, California	$155K	+$96.2K	6	0.09%	Increased
3398	SCM Segantii Capital Management Hong Kong	$153K	$0	1	0.01%	Maintained
3399	TIM Thompson Investment Management Madison, Wisconsin	$151K	-$22.3K	3	0.02%	Reduced
3400	SL Salomon & Ludwin Richmond, Virginia	$151K	+$27.6K	4	0.01%	Increased