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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	WFG Wills Financial Group Richmond, Virginia	$322K	$0	1	0.22%	Maintained
1877	B Bellecapital Zurich, Switzerland	$321K	+$289K	1	0.2%	New
1878	SXL Summit X LLC Chesterfield, Missouri	$320K	+$303K	1	0.14%	New
1879	RIL Rothschild Investment LLC Chicago, Illinois	$319K	$0	1	0.04%	Maintained
1880	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$318K	-$39.8K	1	0.21%	Reduced
1881	GC Gilbert & Cook West Des Moines, Iowa	$317K	+$20.1K	1	0.1%	Increased
1882	TCB Texas Capital Bancshares Dallas, Texas	$317K	$0	1	0.58%	Maintained
1883	VHAM Van Hulzen Asset Management El Dorado Hills, California	$317K	-$8.19K	1	0.09%	Reduced
1884	WAM Weatherly Asset Management Del Mar, California	$317K	$0	1	0.06%	Maintained
1885	GPA Garrison Point Advisors Walnut Creek, California	$315K	$0	1	0.33%	Maintained
1886	FAN Financial Advisors Network Tustin, California	$314K	+$49.8K	1	0.18%	Increased
1887	HCM Hilton Capital Management Garden City, New York	$314K	+$91.6K	3	0.04%	Increased
1888	RIM Regent Investment Management Louisville, Kentucky	$314K	-$58.3K	1	0.1%	Reduced
1889	WIM Wilen Investment Management Bonita Springs, Florida	$312K	-$7.63K	1	0.24%	Reduced
1890	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$311K	-$75.4K	2	0.04%	Reduced
1891	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$306K	$0	1	0.08%	Maintained
1892	SAA Southeast Asset Advisors Thomasville, Georgia	$306K	$0	1	0.08%	Maintained
1893	BWA BDO Wealth Advisors Jacksonville, Florida	$305K	+$38.9K	4	0.09%	Increased
1894	Chicago Partners Investment Group Chicago, Illinois	$303K	-$202K	1	0.04%	Reduced
1895	CA Capital Advantage Walnut Creek, California	$302K	$0	1	0.11%	Maintained
1896	DCM Delta Capital Management Red Bank, New Jersey	$300K	-$2.23K	1	0.19%	Reduced
1897	I IberiaBank Lafayette, Louisiana	$300K	-$217K	1	0.03%	Reduced
1898	CDH Charles D. Hyman	$299K	+$283K	1	0.03%	New
1899	EA Elm Advisors Burlingame, California	$299K	-$864	1	0.21%	Reduced
1900	IWP Icon Wealth Partners Houston, Texas	$299K	+$296K	9	0.11%	New