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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
1551	Western Wealth Management Golden, Colorado	$15M	+$1.8M	10	0.49%	Increased
1552	IPW Inlet Private Wealth Jupiter, Florida	$15M	-$111K	2	3.65%	Reduced
1553	WC Westerkirk Capital Victoria,	$15M	-$2.1M	4	1.44%	Reduced
1554	MCP Meridiem Capital Partners Dallas, Texas	$15M	+$17M	1	0.67%	New
1555	YIA YHB Investment Advisors West Hartford, Connecticut	$15M	+$952K	4	0.96%	Increased
1556	CCA Checchi Capital Advisers Beverly Hills, California	$14.9M	+$617K	13	0.67%	Increased
1557	Commerzbank Aktiengesellschaft Frankfurt, Germany	$14.8M	-$896K	11	0.3%	Reduced
1558	NL NWAM LLC Mercer Island, Washington	$14.8M	-$1.03M	6	0.74%	Reduced
1559	GCM GoodHaven Capital Management Millburn, New Jersey	$14.8M	$0	1	4.66%	Maintained
1560	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$14.8M	+$172K	1	4.94%	Increased
1561	WTB Washington Trust Bank Spokane, Washington	$14.7M	-$1.8M	4	1.03%	Reduced
1562	B Bellecapital Zurich, Switzerland	$14.7M	-$1.04M	1	2.36%	Reduced
1563	OCAM Owl Creek Asset Management New York	$14.7M	+$11M	1	1.22%	New
1564	BOCH Blue Owl Capital Holdings New York	$14.7M	+$15.3M	1	2.22%	New
1565	AMAL Asset Management Advisors LLC Oklahoma City, Oklahoma	$14.7M	+$176K	1	8.14%	Increased
1566	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$14.7M	-$3.83M	4	1.98%	Reduced
1567	BHC Bull Harbor Capital Bethesda, Maryland	$14.7M	+$879K	9	2.86%	Increased
1568	CoreCap Advisors Southfield, Michigan	$14.7M	+$4.14M	34	0.43%	Increased
1569	NG Norden Group Provo, Utah	$14.6M	-$672K	15	1.2%	Reduced
1570	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$14.6M	-$451K	10	0.28%	Reduced
1571	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$14.5M	+$5.46M	7	2.24%	Increased
1572	IAS Insigneo Advisory Services Miami, Florida	$14.5M	+$7.68M	13	0.54%	Increased
1573	WB Webster Bank Waterbury, Connecticut	$14.5M	+$1.28M	10	1.26%	Increased
1574	SCP Sivia Capital Partners Mill Valley, California	$14.5M	+$1.64M	8	1.76%	Increased
1575	BSCCG Blue Sky Capital Consultants Group Poway, California	$14.4M	+$4.49M	2	6.16%	Increased