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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	LHC Little House Capital Braintree, Massachusetts	$508K	-$2.81K	1	0.44%	Reduced
1927	WW Westshore Wealth Newport Beach, California	$505K	+$474K	1	0.56%	New
1928	ACM Ayrshire Capital Management Westport, Connecticut	$504K	+$518K	1	0.42%	New
1929	CCM Coe Capital Management Highland Park, Illinois	$503K	$0	1	0.64%	Maintained
1930	LI Leap Investments Chicago, Illinois	$501K	-$701K	1	0.24%	Reduced
1931	CIM Contravisory Investment Management Norwell, Massachusetts	$500K	+$388K	2	0.18%	Increased
1932	FineMark National Bank & Trust Fort Myers, Florida	$500K	$0	1	0.03%	Maintained
1933	POIA Pin Oak Investment Advisors Houston, Texas	$500K	-$23K	3	0.4%	Reduced
1934	SCA Salient Capital Advisors Houston, Texas	$499K	-$44.7K	1	0.01%	Reduced
1935	Heard Capital LLC Chicago, Illinois	$497K	+$478K	1	0.23%	New
1936	GFP Gryphon Financial Partners Columbus, Ohio	$496K	-$37.6K	1	0.13%	Reduced
1937	OWA One Wealth Advisors San Francisco, California	$496K	+$48.1K	2	0.37%	Increased
1938	Diversified Trust Memphis, Tennessee	$495K	+$492K	1	0.02%	New
1939	RWB RMR Wealth Builders Montclair, New Jersey	$494K	+$478K	6	0.48%	New
1940	SIA Strategic Investment Advisors Farmington Hills, Michigan	$494K	+$17.8K	2	0.2%	Increased
1941	ET Equitable Trust Nashville, Tennessee	$491K	$0	1	0.05%	Maintained
1942	Ashton Thomas Private Wealth Scottsdale, Arizona	$491K	+$20.4K	1	0.16%	Increased
1943	OC Oarsman Capital Milwaukee, Wisconsin	$490K	-$625K	1	0.22%	Reduced
1944	CFA CWS Financial Advisors Kalamazoo, Michigan	$484K	+$497K	1	0.35%	New
1945	BWA BDO Wealth Advisors Jacksonville, Florida	$482K	+$17.7K	6	0.12%	Increased
1946	HP Hikari Power Tokyo, Japan	$482K	$0	2	0.05%	Maintained
1947	BFA Beaumont Financial Advisors Needham, Massachusetts	$481K	+$475K	2	0.05%	New
1948	SRC Sage Rhino Capital Menlo Park, California	$478K	+$149K	1	0.27%	Increased
1949	Citizens Financial Group Providence, Rhode Island	$476K	-$57.4K	7	0.03%	Reduced
1950	FM Fondren Management Houston, Texas	$475K	+$515K	1	0.49%	New