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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
1701	GSCM Greenfield Seitz Capital Management Dallas, Texas	$11.9M	-$152K	1	3.53%	Reduced
1702	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$11.8M	-$24.5K	3	4.66%	Reduced
1703	Eagle Global Advisors Houston, Texas	$11.8M	+$10M	3	0.39%	Increased
1704	HA Hallstatt Advisors New York	$11.8M	+$1.91M	1	8.33%	Increased
1705	LTI Laffer Tengler Investments Nashville, Tennessee	$11.8M	-$26.5K	2	1.51%	Reduced
1706	VIS Vega Investment Solutions Paris, France	$11.8M	+$7.62M	2	1.67%	Increased
1707	HIA Harbor Investment Advisory Lutherville, Maryland	$11.8M	+$1.45M	22	0.82%	Increased
1708	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$11.7M	+$584K	2	1.5%	Increased
1709	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$11.7M	-$24M	4	0.64%	Reduced
1710	WAM Winslow Asset Management Beachwood, Ohio	$11.7M	-$92.8K	1	2.03%	Reduced
1711	DFG Delphi Financial Group Wilmington, Delaware	$11.6M	$0	3	5.75%	Maintained
1712	MC Machina Capital Paris, France	$11.6M	+$7.59M	7	1.84%	Increased
1713	LIM Leavell Investment Management Mobile, Alabama	$11.6M	+$624K	7	0.42%	Increased
1714	PLFA Pacific Life Fund Advisors Newport Beach, California	$11.6M	+$11.3M	1	1.27%	New
1715	SL Summitry LLC Foster City, California	$11.5M	+$978K	6	0.38%	Increased
1716	TCOT Trust Company of Toledo Holland, Ohio	$11.5M	+$306K	11	0.96%	Increased
1717	SCP Silverleafe Capital Partners Germantown, Tennessee	$11.5M	+$2.43M	3	3.13%	Increased
1718	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$11.5M	+$207K	2	2.12%	Increased
1719	EWM Elevatus Welath Management Victor, New York	$11.4M	+$10.6M	8	2.78%	Increased
1720	SP ShawSpring Partners Boston, Massachusetts	$11.4M	+$6.11M	1	4.92%	Increased
1721	MC Metavasi Capital Larchmont, New York	$11.4M	+$9.38M	1	3.97%	New
1722	WC Westhampton Capital Winston-Salem, North Carolina	$11.4M	-$158K	2	4.72%	Reduced
1723	OWP ORG Wealth Partners Dallas, Texas	$11.3M	+$7.44M	9	1.69%	Increased
1724	C Covestor London, United Kingdom	$11.3M	+$3.82M	33	6.53%	Increased
1725	TWA Tulsa Wealth Advisors Tulsa, Oklahoma	$11.3M	+$403K	2	1.59%	Increased