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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
1626	LAIC Lederer & Associates Investment Counsel Long Beach, California	$742K	-$41.2K	2	0.69%	Reduced
1627	Meridian Wealth Advisors Austin, Texas	$742K	-$183K	1	0.54%	Reduced
1628	CPC Congress Park Capital Saratoga Springs, New York	$738K	$0	2	0.64%	Maintained
1629	CP Camelot Portfolios Maumee, Ohio	$735K	-$352K	2	0.31%	Reduced
1630	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$734K	$0	2	0.05%	Maintained
1631	CX Institutional Auburn, Indiana	$731K	+$302K	8	0.13%	Increased
1632	Grimes & Company Westborough, Massachusetts	$728K	-$62.2K	1	0.06%	Reduced
1633	HITE Hedge Asset Management Braintree, Massachusetts	$724K	+$676K	1	0.11%	New
1634	Oakworth Capital Birmingham, Alabama	$724K	+$513	4	0.15%	Increased
1635	CC Courier Capital Buffalo, New York	$723K	+$380K	2	0.09%	Increased
1636	TMC Trellus Management Company Delray Beach, Florida	$723K	+$686K	1	1.38%	New
1637	Altium Wealth Management Purchase, New York	$722K	+$206K	2	0.12%	Increased
1638	Institutional & Family Asset Management Fort Collins, Colorado	$720K	-$156K	8	0.15%	Reduced
1639	IHT Wealth Management Chicago, Illinois	$719K	-$233K	2	0.12%	Reduced
1640	Beacon Pointe Advisors Newport Beach, California	$718K	+$86.7K	1	0.27%	Increased
1641	EC EJF Capital Arlington, Virginia	$715K	-$262K	2	0.09%	Reduced
1642	Ardsley Advisory Partners Stamford, Connecticut	$714K	-$151K	1	0.14%	Reduced
1643	Laurel Wealth Advisors (California) Solana Beach, California	$705K	$0	2	0.17%	Maintained
1644	CG Cutler Group San Francisco, California	$703K	-$3.18M	9	0.07%	Reduced
1645	Eagle Ridge Investment Management Stamford, Connecticut	$703K	$0	1	0.1%	Maintained
1646	CFGS Concourse Financial Group Securities Birmingham, Alabama	$702K	-$15.5K	16	0.07%	Reduced
1647	D.J. St. Germain Springfield, Massachusetts	$701K	-$31.3K	1	0.08%	Reduced
1648	LIM Loudon Investment Management West Lebanon, New Hampshire	$701K	-$2.79K	1	0.61%	Reduced
1649	P8IP Pier 88 Investment Partners San Francisco, California	$699K	+$129K	1	0.32%	Increased
1650	Bartlett & Co Wealth Management Cincinnati, Ohio	$698K	+$19.7K	5	0.03%	Increased