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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
1901	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$8.7M	+$146K	2	1.7%	Increased
1902	LCWM Legacy Capital Wealth Management The Woodlands, Texas	$8.69M	-$1.74M	2	3.99%	Reduced
1903	TDC Thompson Davis & Co Richmond, Virginia	$8.69M	-$1.47M	8	5.2%	Reduced
1904	SG StoneX Group New York	$8.69M	+$2.6M	9	0.35%	Increased
1905	GWP Gateway Wealth Partners Appleton, Wisconsin	$8.64M	-$2.38M	8	0.52%	Reduced
1906	ACA Atlas Capital Advisors Jackson, Wyoming	$8.64M	+$280K	12	0.95%	Increased
1907	AU AlphaGrep UK London,	$8.64M	+$1.35M	18	2.57%	Increased
1908	PHS Pekin Hardy Strauss Chicago, Illinois	$8.62M	+$1.16M	9	0.76%	Increased
1909	KC Kintayl Capital New York	$8.62M	-$977K	2	3.42%	Reduced
1910	CCG Cloverfields Capital Group Minneapolis, Minnesota	$8.62M	-$720K	3	2.61%	Reduced
1911	FFL Future Fund LLC Chicago, Illinois	$8.61M	+$3.26M	3	2.47%	Increased
1912	AHC Anderson Hoagland & Co St Louis, Missouri	$8.58M	-$3.17M	1	0.67%	Reduced
1913	BFA Brendel Financial Advisors Hanover, New Hampshire	$8.56M	-$169K	3	3.97%	Reduced
1914	WCM Wisconsin Capital Management Madison, Wisconsin	$8.56M	-$659K	1	4.06%	Reduced
1915	Wilmington Savings Fund Society Wilmington, Delaware	$8.56M	-$61.8K	14	0.19%	Reduced
1916	HWM Hohimer Wealth Management Seattle, Washington	$8.55M	+$251K	4	0.85%	Increased
1917	PP PDS Planning Dublin, Ohio	$8.54M	+$364K	13	0.49%	Increased
1918	GCM Greenland Capital Management New York	$8.51M	+$4.05M	5	1.05%	Increased
1919	CIM CIM Investment Management Pittsburgh, Pennsylvania	$8.5M	-$248K	5	2.04%	Reduced
1920	ICM Irenic Capital Management New York	$8.5M	+$10.9M	1	0.41%	New
1921	Smithfield Trust Pittsburgh, Pennsylvania	$8.49M	-$204K	14	0.34%	Reduced
1922	CCAM Codex Capital Asset Management Dallas, Texas	$8.48M	-$40.3K	1	2.94%	Reduced
1923	SIM Stratos Investment Management Beachwood, Ohio	$8.47M	+$394K	7	0.31%	Increased
1924	GC GMT Capital Atlanta, Georgia	$8.45M	$0	1	0.44%	Maintained
1925	TLP Trinity Legacy Partners Houston, Texas	$8.44M	-$418K	3	1.69%	Reduced