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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
1876	BFG Beacon Financial Group Dallas, Texas	$9.01M	+$210K	4	0.82%	Increased
1877	FDP Financiere des Professionnels Montreal, Quebec, Canada	$8.99M	-$4.75M	5	0.51%	Reduced
1878	HC Hourglass Capital Houston, Texas	$8.98M	-$447K	2	1.77%	Reduced
1879	CL CSS LLC Chicago, Illinois	$8.97M	+$171K	6	0.35%	Increased
1880	ERIC Eagle Rock Investment Company Atlanta, Georgia	$8.96M	+$28.6K	2	1.11%	Increased
1881	AWA Acumen Wealth Advisors Chattanooga, Tennessee	$8.94M	+$5.44M	11	1.89%	Increased
1882	UIA Ulland Investment Advisors Minneapolis, Minnesota	$8.92M	-$203K	4	6.58%	Reduced
1883	CANC Culbertson A N & Co Charlottesville, Virginia	$8.92M	+$485K	1	1.04%	Increased
1884	WMA West Michigan Advisors Holland, Michigan	$8.87M	+$464K	5	1.69%	Increased
1885	SPC Spirepoint Private Client Vero Beach, Florida	$8.86M	+$104K	9	0.72%	Increased
1886	CI Cigna Investments Bloomfield, Connecticut	$8.84M	+$413K	13	1.14%	Increased
1887	TA Tiptree Advisors New York	$8.84M	$0	1	5.46%	Maintained
1888	F8IS Figure 8 Investment Strategies Boise, Idaho	$8.84M	-$889K	3	7.47%	Reduced
1889	NC NovaPoint Capital Atlanta, Georgia	$8.83M	+$2.64M	5	1.84%	Increased
1890	WA Wealth Alliance Mellville, New York	$8.82M	+$83.1K	9	0.74%	Increased
1891	Valmark Advisers Akron, Ohio	$8.81M	+$1.45M	9	0.09%	Increased
1892	FWC First Washington Corp Seattle, Washington	$8.77M	+$167K	4	2.14%	Increased
1893	FG Fiduciary Group Savannah, Georgia	$8.77M	+$60K	6	0.69%	Increased
1894	Koshinski Asset Management Decatur, Illinois	$8.76M	-$398K	8	0.47%	Reduced
1895	BLC Brown, Lisle/Cummings Providence, Rhode Island	$8.76M	+$107K	13	1.97%	Increased
1896	CIM Cambria Investment Management Manhattan Beach, California	$8.74M	+$1.04M	11	0.43%	Increased
1897	HTIM Harbour Trust & Investment Management Michigan City, Indiana	$8.74M	+$3.62M	4	0.84%	Increased
1898	AIA AssuredPartners Investment Advisors Tampa, Florida	$8.74M	-$307K	5	0.85%	Reduced
1899	SA Sycale Advisors New York	$8.72M	+$6.52M	1	2.67%	New
1900	RCM RB Capital Management Reno, Nevada	$8.71M	+$183K	6	1.7%	Increased