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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
1926	SWM StoneCrest Wealth Management Chandler, Arizona	$8.44M	+$4.89M	2	2.7%	Increased
1927	JGCM Joseph Group Capital Management Columbus, Ohio	$8.43M	+$100K	7	1.77%	Increased
1928	NHT New Hampshire Trust Concord, New Hampshire	$8.42M	-$48.6K	5	1.59%	Reduced
1929	VWM Venturi Wealth Management Austin, Texas	$8.41M	+$195K	9	0.33%	Increased
1930	WI Westbourne Investments Alexandria, Virginia	$8.41M	+$270K	1	3.43%	Increased
1931	AF Advisornet Financial Minnetonka, Minnesota	$8.41M	+$772K	25	0.38%	Increased
1932	TC Tsai Capital New York	$8.4M	-$2.28M	1	6.21%	Reduced
1933	SCA Sippican Capital Advisors Boston, Massachusetts	$8.4M	-$383K	4	5.12%	Reduced
1934	EIA Eastover Investment Advisors Charlotte, North Carolina	$8.39M	+$102K	1	3.31%	Increased
1935	AIM Advyzon Investment Management Lisle, Illinois	$8.39M	+$1.17M	10	0.61%	Increased
1936	Twin Tree Management Dallas, Texas	$8.38M	-$3.85M	13	0.16%	Reduced
1937	AFP Ausdal Financial Partners Davenport, Iowa	$8.38M	+$1.59M	14	0.33%	Increased
1938	OFS OneAscent Financial Services Birmingham, Alabama	$8.38M	-$2.19M	8	0.4%	Reduced
1939	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$8.37M	+$868K	6	0.22%	Increased
1940	TF Telligent Fund Hong Kong	$8.37M	-$1.06M	1	6.17%	Reduced
1941	PCA Prosperity Capital Advisors Westlake, Ohio	$8.35M	+$4.13M	3	0.41%	Increased
1942	IIA IPG Investment Advisors San Diego, California	$8.32M	+$3.26M	8	1.2%	Increased
1943	AWA Arete Wealth Advisors Chicago, Illinois	$8.32M	-$2.07M	4	0.55%	Reduced
1944	HCM Harspring Capital Management New York	$8.32M	-$8.99M	1	15.49%	Reduced
1945	SOW State of Wyoming Cheyenne, Wyoming	$8.31M	-$7.58M	24	0.84%	Reduced
1946	BG Bollard Group Boston, Massachusetts	$8.3M	+$94.8K	2	0.25%	Increased
1947	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$8.29M	+$8.4M	5	0.7%	New
1948	PCP Proficio Capital Partners Newton, Massachusetts	$8.28M	+$6.49M	12	0.3%	Increased
1949	SI Seeds Investor New York	$8.26M	+$3.34M	7	0.85%	Increased
1950	ASM AI-Squared Management Hong Kong	$8.25M	-$537K	1	4.4%	Reduced