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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
1676	MLCM M & L Capital Management London, United Kingdom	$12.4M	+$3.23M	1	3.36%	Increased
1677	RWM Rockline Wealth Management Plainview, New York	$12.4M	+$650K	2	2.38%	Increased
1678	PG Patten Group Chattanooga, Tennessee	$12.4M	+$2.7M	9	1.93%	Increased
1679	DAC Dividend Assets Capital Ridgeland, South Carolina	$12.4M	-$2.41M	1	2.39%	Reduced
1680	PWG Portside Wealth Group Provo, Utah	$12.4M	-$549K	14	1.44%	Reduced
1681	TSS Two Sigma Securities New York	$12.3M	+$357K	16	1.06%	Increased
1682	ACA Apis Capital Advisors New York	$12.3M	+$10.1M	1	1.2%	New
1683	Mather Group Chicago, Illinois	$12.3M	+$36.2K	19	0.11%	Increased
1684	DEA DoubleLine ETF Adviser Tampa, Florida	$12.3M	-$2.39M	4	5.08%	Reduced
1685	TCM Tyro Capital Management Miami, Florida	$12.3M	+$9.34M	1	2.75%	New
1686	SAM Stansberry Asset Management Westlake, Texas	$12.3M	+$4.82M	2	1.12%	Increased
1687	SouthState Corp Winter Haven, Florida	$12.2M	+$2.61M	15	0.51%	Increased
1688	AIC AWM Investment Company New York	$12.2M	+$55.7K	1	1.06%	Increased
1689	HBK Sorce Advisory Erie, Pennsylvania	$12.1M	-$145K	9	0.23%	Reduced
1690	CWG Cornerstone Wealth Group Huntersville, North Carolina	$12.1M	-$1.16M	6	0.72%	Reduced
1691	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$12.1M	+$5.06M	8	0.44%	Increased
1692	WA Waddell & Associates Memphis, Tennessee	$12M	+$640K	9	0.59%	Increased
1693	MM Mozayyx Management Austin, Texas	$12M	+$1.23M	3	11.52%	Increased
1694	VIM Vancity Investment Management Vancouver, British Columbia, Canada	$12M	-$138K	3	1.79%	Reduced
1695	SAM Strategy Asset Managers Pasadena, California	$11.9M	+$356K	5	1.78%	Increased
1696	CBA Coastal Bridge Advisors Westport, Connecticut	$11.9M	-$352K	9	0.74%	Reduced
1697	RCM Ravenstone Capital Management Toronto,	$11.9M	+$334K	3	4.88%	Increased
1698	TF Trek Financial Scottsdale, Arizona	$11.9M	+$6.17M	8	0.59%	Increased
1699	LCM LRT Capital Management Austin, Texas	$11.9M	+$6.94M	2	7.73%	Increased
1700	SCM SG Capital Management Chicago, Illinois	$11.9M	-$34.6M	1	0.98%	Reduced