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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
1376	TPA Trivium Point Advisory Westport, Connecticut	$19.7M	+$11.9M	6	1.79%	Increased
1377	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$19.7M	+$8.53M	11	1.06%	Increased
1378	WPW Warther Private Wealth Akron, Ohio	$19.7M	+$11.7M	1	4.32%	Increased
1379	GP Guardian Partners Toronto, Canada	$19.6M	-$2.2M	3	1.77%	Reduced
1380	Glenview Trust Louisville, Kentucky	$19.6M	+$326K	8	0.27%	Increased
1381	BL Bleichroeder LP New York	$19.5M	$0	1	3.49%	Maintained
1382	BWP Burling Wealth Partners Chicago, Illinois	$19.5M	+$1.4M	6	2.85%	Increased
1383	JSC Jackson Square Capital San Francisco, California	$19.5M	+$3.91M	4	2.71%	Increased
1384	National Philanthropic Trust Jenkintown, Pennsylvania	$19.5M	-$376K	6	0.28%	Reduced
1385	FSCM Front Street Capital Management Missoula, Montana	$19.4M	-$330K	2	2.2%	Reduced
1386	CF Centaurus Financial Anaheim, California	$19.4M	+$2.39M	18	0.75%	Increased
1387	BWP Balboa Wealth Partners Scottsdale, Arizona	$19.3M	-$3.14M	8	2.63%	Reduced
1388	DCM Dilation Capital Management New York	$19.3M	+$20.2M	2	7.78%	New
1389	HCP Hiddenite Capital Partners New York	$19.3M	+$15.5M	2	1.66%	New
1390	SNB Security National Bank Omaha, Nebraska	$19.2M	+$8.34M	9	2.29%	Increased
1391	N Numerai San Francisco, California	$19.1M	-$3.18M	14	1.56%	Reduced
1392	Meridian Wealth Management Lexington, Kentucky	$19.1M	+$266K	12	0.59%	Increased
1393	PCM Parsons Capital Management Providence, Rhode Island	$19.1M	+$822K	7	0.86%	Increased
1394	TC Truvestments Capital Sarasota, Florida	$19.1M	+$974K	25	2.83%	Increased
1395	RFM Royal Fund Management Lady Lake, Florida	$19.1M	-$1.91M	6	1.59%	Reduced
1396	EA Ellsworth Advisors Hudson, Ohio	$19M	+$3.91M	3	3.13%	Increased
1397	Modern Wealth Management Lenexa, Kansas	$19M	+$1.65M	14	0.23%	Increased
1398	CWM Chemistry Wealth Management New York	$19M	+$164K	1	3.03%	Increased
1399	Todd Asset Management Louisville, Kentucky	$19M	+$360K	2	0.34%	Increased
1400	ACB Aristotle Capital Boston Boston, Massachusetts	$19M	-$35.2M	1	1.27%	Reduced