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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
1601	LW Linscomb Wealth Houston, Texas	$580K	-$16K	2	0.05%	Reduced
1602	Annex Advisory Services Brookfield, Wisconsin	$576K	+$101K	2	0.1%	Increased
1603	HL HeadInvest LLC Portland, Maine	$564K	-$28.7K	1	0.18%	Reduced
1604	CWA Asset Management Group Naples, Florida	$563K	+$245K	2	0.14%	Increased
1605	CCA Cobblestone Capital Advisors Rochester, New York	$560K	-$96.8K	1	0.06%	Reduced
1606	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$560K	$0	1	0.1%	Maintained
1607	Nuveen Fund Advisors Chicago, Illinois	$560K	-$1.21M	2	0.26%	Reduced
1608	IAM Integre Asset Management New York	$555K	-$435K	2	0.36%	Reduced
1609	SPC Stewart & Patten Company Lafayette, California	$555K	-$60.9K	1	0.11%	Reduced
1610	RFG Advisory Birmingham, Alabama	$547K	-$23.6K	1	0.2%	Reduced
1611	Picton Mahoney Asset Management Toronto, Ontario, Canada	$544K	$0	1	0.04%	Maintained
1612	Covington Capital Management Los Angeles, California	$543K	-$8.93K	4	0.03%	Reduced
1613	CA Cynosure Advisors Salt Lake City, Utah	$541K	-$578K	2	0.14%	Reduced
1614	DCM Delpha Capital Management New York	$539K	+$134K	2	0.74%	Increased
1615	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$539K	-$1.78K	1	0.34%	Reduced
1616	MCA Morris Capital Advisors Malvern, Pennsylvania	$539K	+$4.21K	1	0.36%	Increased
1617	IIM Ironwood Investment Management Boston, Massachusetts	$537K	$0	2	0.39%	Maintained
1618	OWA One Wealth Advisors San Francisco, California	$535K	+$275K	4	0.47%	Increased
1619	MPAM Monarch Partners Asset Management Boston, Massachusetts	$534K	+$206K	1	0.05%	Increased
1620	ASA Armstrong Shaw Associates New Canaan, Connecticut	$532K	$0	1	0.48%	Maintained
1621	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$531K	-$45.3K	2	0.03%	Reduced
1622	TCM Telos Capital Management San Diego, California	$527K	+$126K	1	0.19%	Increased
1623	PAIA Park Avenue Institutional Advisers New York	$526K	+$569K	1	16.04%	New
1624	HighPoint Advisor Group Downers Grove, Illinois	$525K	-$548K	2	0.14%	Reduced
1625	PP PagnatoKarp Partners Reston, Virginia	$522K	-$20.7K	1	0.22%	Reduced