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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	DA Denali Advisors San Diego, California	$64K	$0	1	0.02%	Maintained
1552	EP Edinburgh Partners Edinburgh, United Kingdom	$63K	$0	1	0.01%	Maintained
1553	PIA Piedmont Investment Advisors Durham, North Carolina	$56.3K	-$1.7K	1	0%	Reduced
1554	LFR Lehman Financial Resources Media, Pennsylvania	$51K	$0	1	0.03%	Maintained
1555	BOK Bank of Kentucky Crestview Hills,, Kentucky	$46K	$0	1	0.01%	Maintained
1556	NCMG NCM Capital Management Group Durham, North Carolina	$44K	$0	1	0.52%	Maintained
1557	GAM Gemmer Asset Management Walnut Creek, California	$43K	-$39K	5	0.03%	Reduced
1558	GGHC Gilder Gagnon Howe & Co New York	$43K	+$29.7K	1	0%	Increased
1559	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$43K	-$650	3	0.01%	Reduced
1560	TFA Transamerica Financial Advisors St. Petersburg, Florida	$41K	-$491K	3	0%	Reduced
1561	FI FCM Investments Dallas, Texas	$38K	$0	1	0.02%	Maintained
1562	CCS Crosspoint Capital Strategies Orinda, California	$37K	$0	3	0.03%	Maintained
1563	Waverly Advisors Birmingham, Alabama	$37K	-$17.5K	4	0.02%	Reduced
1564	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$33K	$0	2	0.02%	Maintained
1565	LWM LBA Wealth Management Jacksonville, Florida	$32K	+$34.4K	2	0.02%	New
1566	QAM QCI Asset Management Pittsford, New York	$32K	-$8.72K	1	0.01%	Reduced
1567	SCP Syntal Capital Partners Midland, Texas	$31K	+$34.1K	1	0.02%	New
1568	OC Oakworth Capital Birmingham, Alabama	$30K	$0	2	0.02%	Maintained
1569	MCF Advisors Covington, Kentucky	$25K	$0	1	0.01%	Maintained
1570	NSIM North Star Investment Management Chicago, Illinois	$25K	-$35.9K	1	0.01%	Reduced
1571	PFG Piershale Financial Group Barrington, Illinois	$23K	$0	2	0.02%	Maintained
1572	PM Parametrica Management Wanchai, Hong Kong	$21K	-$187K	1	0.12%	Reduced
1573	Gradient Investments Arden Hills, Minnesota	$19K	-$2.92M	3	0%	Reduced
1574	CFSG Community Financial Services Group Newport, Vermont	$18K	+$8.29K	2	0.01%	Increased
1575	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$18K	-$1.11K	4	0.01%	Reduced