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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
1776	DIA Dean Investment Associates Beavercreek, Ohio	$10.4M	-$4.09M	2	1.37%	Reduced
1777	AIA Angeles Investment Advisors Santa Monica, California	$10.4M	-$255K	1	0.63%	Reduced
1778	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$10.4M	-$33.7K	4	0.56%	Reduced
1779	PI Parkside Investments Deerfield, Illinois	$10.4M	+$519K	1	1.15%	Increased
1780	BCM Bannerstone Capital Management Wayzata, Minnesota	$10.3M	+$3.62M	7	8.68%	Increased
1781	KIM Kane Investment Management Los Gatos, California	$10.3M	+$686K	6	4.41%	Increased
1782	SIA Soltis Investment Advisors St. George, Utah	$10.3M	+$1.08M	10	0.58%	Increased
1783	PTC Private Trust Company Cleveland, Ohio	$10.3M	-$1.35M	24	0.83%	Reduced
1784	HAM Harmony Asset Management Scottsdale, Arizona	$10.3M	+$1.52M	5	2.77%	Increased
1785	Leonteq Securities AG Zurich, Switzerland	$10.3M	+$2.24M	23	0.35%	Increased
1786	HA Herold Advisors New York	$10.3M	-$224K	6	2.03%	Reduced
1787	QPW Quantum Private Wealth Tampa, Florida	$10.3M	-$431K	5	2.63%	Reduced
1788	EFS Essex Financial Services Essex, Connecticut	$10.3M	+$2.34M	11	0.51%	Increased
1789	CTI Community Trust & Investment Versailles, Kentucky	$10.2M	-$1.46M	2	0.53%	Reduced
1790	OWIM Old West Investment Management Los Angeles, California	$10.2M	+$515K	1	1.08%	Increased
1791	KG Kieckhefer Group Mequon, Wisconsin	$10.2M	-$95.1K	2	4.14%	Reduced
1792	NP Ninepoint Partners Toronto, Ontario, Canada	$10.2M	+$467K	9	0.78%	Increased
1793	Channing Capital Management Chicago, Illinois	$10.2M	-$147M	1	0.23%	Reduced
1794	SCM Summerhill Capital Management Toronto, Ontario, Canada	$10.2M	-$2.33M	2	8.1%	Reduced
1795	TAM Titleist Asset Management San Antonio, Texas	$10.1M	+$3.3M	5	0.68%	Increased
1796	WAM Wakefield Asset Management Englewood, Colorado	$10.1M	-$54.5K	3	2.27%	Reduced
1797	WFG Wormser Freres Gestion Paris, France	$10.1M	+$9.96M	1	5.69%	New
1798	IWA Icon Wealth Advisors Houston, Texas	$10M	+$2.01M	6	0.6%	Increased
1799	TPCM Templeton & Phillips Capital Management Lookout Mountain, Tennessee	$10M	$0	1	7.32%	Maintained
1800	SW StrongBox Wealth Lee's Summit, Missouri	$10M	-$32.1K	4	2.86%	Reduced