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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
1751	PPCM Pillar Pacific Capital Management Pacifica, California	$503K	-$9.23K	1	0.06%	Reduced
1752	PPP Private Portfolio Partners Paramus, New Jersey	$502K	+$214K	2	0.27%	Increased
1753	PM Parametrica Management Wanchai, Hong Kong	$498K	-$663K	2	1.06%	Reduced
1754	HL HeadInvest LLC Portland, Maine	$493K	-$466K	1	0.14%	Reduced
1755	HCM Highlander Capital Management Short Hills, New Jersey	$493K	-$19K	1	0.31%	Reduced
1756	SCI S&CO Inc Boston, Massachusetts	$493K	+$9.15K	1	0.05%	Increased
1757	SWA SFMG Wealth Advisors Plano, Texas	$492K	$0	1	0.07%	Maintained
1758	Covington Capital Management Los Angeles, California	$490K	-$48.4K	4	0.03%	Reduced
1759	PMFA Plante Moran Financial Advisors Southfield, Michigan	$487K	+$222K	8	0.15%	Increased
1760	TPWA TRUE Private Wealth Advisors Salem, Oregon	$487K	+$457K	1	0.09%	New
1761	FA Fortis Advisors Wayne, Pennsylvania	$484K	+$11.1K	3	0.25%	Increased
1762	OAM Origin Asset Management London, United Kingdom	$484K	$0	2	0.04%	Maintained
1763	Meridian Wealth Management Lexington, Kentucky	$482K	+$480K	1	0.22%	New
1764	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$481K	-$3.54K	1	0.25%	Reduced
1765	IGGA Iron Gate Global Advisors Nsl, Utah	$479K	$0	1	0.19%	Maintained
1766	GLI Guardian Life Insurance New York	$478K	+$11.3K	6	0.06%	Increased
1767	SAM Steinberg Asset Management New York	$477K	-$19.3K	1	0.43%	Reduced
1768	Perigon Wealth Management San Francisco, California	$475K	+$175K	2	0.11%	Increased
1769	LWM Lenox Wealth Management Cincinnati, Ohio	$472K	-$1.47M	7	0.15%	Reduced
1770	OFW Omnia Family Wealth Aventura, Florida	$472K	$0	7	0.23%	Maintained
1771	Avantax Advisory Services Dallas, Texas	$471K	+$9.99K	1	0.03%	Increased
1772	BBNA Bremer Bank National Association St Paul, Minnesota	$470K	+$432K	7	0.09%	New
1773	Harvest Fund Management Beijing, China	$470K	-$189K	5	0.08%	Reduced
1774	Mount Yale Investment Advisors Denver, Colorado	$470K	-$225K	1	0.09%	Reduced
1775	Wilmington Savings Fund Society Wilmington, Delaware	$470K	$0	1	0.03%	Maintained