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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	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$290K	+$8.54K	1	0.03%	Increased
1927	ACP Arcus Capital Partners Atlanta, Georgia	$289K	+$21.1K	1	0.11%	Increased
1928	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$289K	-$54.2K	1	0.16%	Reduced
1929	VCM Vigilant Capital Management Portland, Maine	$289K	$0	3	0.04%	Maintained
1930	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$288K	+$296K	1	0.09%	New
1931	CPO Cerity Partners OCIO New York	$286K	+$81	1	0.02%	Increased
1932	Altshuler Shaham Tel Aviv, Israel	$285K	-$40.3K	2	0.01%	Reduced
1933	TAM Tradition Asset Management Richmond, Virginia	$285K	+$273K	1	0.07%	New
1934	TIS Tortoise Index Solutions Overland Park, Kansas	$283K	-$19.8K	3	0.08%	Reduced
1935	SG StoneX Group New York	$282K	+$37.4K	1	0.18%	Increased
1936	KWMG King Wealth Management Group Naples, Florida	$279K	$0	1	0.08%	Maintained
1937	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$279K	-$5.76K	1	0.21%	Reduced
1938	CI Chartist Inc Seal Beach, California	$278K	-$5.28K	1	0.18%	Reduced
1939	AIP Almanack Investment Partners Wayne, Pennsylvania	$278K	+$6.91K	1	0.06%	Increased
1940	CYG Clean Yield Group Norwich, Vermont	$277K	+$138K	3	0.1%	Increased
1941	Kingsview Wealth Management Grants Pass, Oregon	$276K	+$63.2K	1	0.05%	Increased
1942	LIM Longfellow Investment Management Boston, Massachusetts	$276K	+$249K	1	0.23%	Increased
1943	BW Biegel & Waller Columbia, Maryland	$275K	$0	1	0.14%	Maintained
1944	Dakota Wealth Management Palm Beach Gardens, Florida	$274K	$0	1	0.05%	Maintained
1945	BOS Bingham Osborn & Scarborough San Francisco, California	$273K	$0	1	0.02%	Maintained
1946	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$273K	+$265K	1	0.07%	New
1947	AWA Arete Wealth Advisors Chicago, Illinois	$272K	-$290K	1	0.05%	Reduced
1948	GW & Wade Wellesley, Massachusetts	$270K	+$476	1	0.02%	Increased
1949	WAM Wakefield Asset Management Englewood, Colorado	$270K	-$122K	2	0.11%	Reduced
1950	CAC Certified Advisory Corp Altamonte Springs, Florida	$269K	+$771	5	0.1%	Increased