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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
1426	LIC Lodestar Investment Counsel Chicago, Illinois	$504K	$0	1	0.07%	Maintained
1427	Cetera Advisor Networks El Segundo, California	$502K	-$390K	2	0.03%	Reduced
1428	Atlantic Union Bankshares Glen Allen, Virginia	$500K	$0	2	0.19%	Maintained
1429	ID Integral Derivatives New York	$500K	+$489K	1	0.01%	New
1430	Birch Hill Investment Advisors Boston, Massachusetts	$497K	$0	1	0.05%	Maintained
1431	FC Forte Capital Rochester, New York	$496K	-$19.1K	1	0.19%	Reduced
1432	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$496K	$0	1	0.22%	Maintained
1433	Parallel Advisors San Francisco, California	$496K	+$487K	14	0.12%	New
1434	SGI Summit Global Investments Bountiful, Utah	$496K	+$478K	1	0.18%	New
1435	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$495K	-$52.1K	1	0.16%	Reduced
1436	CCB Cutter & Co Brokerage Ballwin, Missouri	$494K	+$488K	1	0.2%	New
1437	Moneta Group Investment Advisors St Louis, Missouri	$489K	+$124K	1	0.1%	Increased
1438	RIM Regent Investment Management Louisville, Kentucky	$488K	-$52.5K	1	0.25%	Reduced
1439	P8IP Pier 88 Investment Partners San Francisco, California	$486K	+$476K	1	0.28%	New
1440	TSS Two Sigma Securities New York	$485K	-$496K	2	0.16%	Reduced
1441	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$484K	+$220K	2	0.07%	Increased
1442	HIC Holderness Investments Company Greensboro, North Carolina	$482K	+$9.84K	1	0.43%	Increased
1443	PAG Pinnacle Advisory Group Columbia, Maryland	$478K	+$462K	1	0.03%	New
1444	ACM Alethea Capital Management Mercer Island, Washington	$470K	-$1.96M	1	0.59%	Reduced
1445	SAM Solaris Asset Management New York	$469K	-$59.2K	4	0.3%	Reduced
1446	WIA Westbourne Investment Advisors Annapolis, Maryland	$466K	$0	1	0.41%	Maintained
1447	WP WealthSource Partners San Luis Obispo, California	$463K	+$459K	1	0.19%	New
1448	SI Sapience Investments Newport Beach, California	$461K	+$472K	1	0.14%	New
1449	GLI Guardian Life Insurance New York	$456K	+$18K	6	0.07%	Increased
1450	FL Fort LP Chevy Chase, Maryland	$455K	+$71.7K	1	0.13%	Increased