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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
3801	WA WPG Advisers Baltimore, Maryland	$845K	+$267K	26	0.5%	Increased
3802	ASC Ares Systematic Credit London,	$844K	+$146K	2	0.51%	Increased
3803	MAM Mirabaud Asset Management London, United Kingdom	$843K	-$475K	1	0.7%	Reduced
3804	RCM Requisite Capital Management Dallas, Texas	$842K	-$970K	1	0.14%	Reduced
3805	IFO Independent Family Office Albany, New York	$842K	+$273K	2	0.34%	Increased
3806	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$841K	+$260K	3	0.06%	Increased
3807	BA Bluesphere Advisors East Norriton, Pennsylvania	$839K	-$96.1K	1	0.26%	Reduced
3808	MA Mosaic Advisors Houston, Texas	$838K	$0	1	1.12%	Maintained
3809	PIA Panoramic Investment Advisors Denver, Colorado	$838K	+$80.6K	2	0.4%	Increased
3810	HS HighVista Strategies Boston, Massachusetts	$835K	+$783K	1	0.19%	New
3811	LHWM Lake Hills Wealth Management Austin, Texas	$834K	-$15.6K	1	0.38%	Reduced
3812	AWA Amplius Wealth Advisors Blue Bell, Pennsylvania	$834K	+$562K	3	0.06%	Increased
3813	MBC Michael Brady & Co Westlake, Ohio	$834K	-$58.5K	1	0.74%	Reduced
3814	BM Brandywine Managers Hockessin, Delaware	$834K	+$91.6K	1	0.41%	Increased
3815	BWM BCS Wealth Management Johnson City, Tennessee	$832K	+$315K	2	0.15%	Increased
3816	AWAG ARS Wealth Advisors Group St. Petersburg, Florida	$831K	+$277K	2	0.07%	Increased
3817	TCM TruNorth Capital Management Kalamazoo, Michigan	$829K	$0	2	0.13%	Maintained
3818	OCM Objective Capital Management Pepper Pike, Ohio	$826K	+$48.5K	3	0.73%	Increased
3819	VP Verum Partners Charlotte, North Carolina	$823K	-$3.63K	2	0.12%	Reduced
3820	RFA Rollins Financial Advisors New York City, New York	$823K	+$208K	1	0.11%	Increased
3821	5NPW 55 North Private Wealth Winter Park, Florida	$820K	+$359K	3	0.16%	Increased
3822	Nicholas Hoffman & Company Atlanta, Georgia	$819K	-$6.62K	2	0.02%	Reduced
3823	AI Amplify Investments Lisle, Illinois	$819K	+$109K	1	11.32%	Increased
3824	RFW Rainier Family Wealth Tacoma, Washington	$818K	+$16.9K	1	0.47%	Increased
3825	SHFA SS&H Financial Advisors Troy, Michigan	$817K	+$779K	2	0.21%	New