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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	CL CSS LLC Chicago, Illinois	$539K	+$16K	1	0.03%	Increased
1927	DA Detalus Advisors St. Louis, Missouri	$537K	-$16.8K	1	0.42%	Reduced
1928	ISWM Independent Solutions Wealth Management Williamsville, New York	$535K	+$257K	1	0.23%	Increased
1929	PFA Paradigm Financial Advisors Des Peres, Missouri	$533K	+$541K	2	0.17%	New
1930	GAM Gould Asset Management Claremont, California	$530K	+$209K	2	0.19%	Increased
1931	WPC Waters Parkerson & Co New Orleans, Louisiana	$529K	-$430K	2	0.04%	Reduced
1932	IGGA Iron Gate Global Advisors Nsl, Utah	$525K	$0	1	0.25%	Maintained
1933	TIA Tiemann Investment Advisors Menlo Park, California	$524K	+$255K	2	0.36%	Increased
1934	IAP Indie Asset Partners Carmel, Indiana	$523K	-$87.8K	1	0.66%	Reduced
1935	POIA Pin Oak Investment Advisors Houston, Texas	$522K	-$1.01K	2	0.48%	Reduced
1936	AF AMG Funds Stamford, Connecticut	$521K	-$120K	1	2.66%	Reduced
1937	HB Horizon Bancorp Michigan City, Indiana	$520K	$0	2	0.56%	Maintained
1938	Capstone Investment Advisors New York	$519K	+$501K	2	0%	New
1939	GFP Gryphon Financial Partners Columbus, Ohio	$516K	$0	1	0.16%	Maintained
1940	ZCM Zebra Capital Management Stamford, Connecticut	$513K	+$205K	3	0.74%	Increased
1941	C Cerebellum San Francisco, California	$512K	+$594K	4	0.36%	New
1942	KPW Kore Private Wealth New York	$511K	+$55.7K	12	0.1%	Increased
1943	Perigon Wealth Management San Francisco, California	$511K	-$176K	2	0.08%	Reduced
1944	GAM Garrison Asset Management Fayetteville, Arkansas	$510K	$0	2	0.29%	Maintained
1945	FLI Family Legacy Inc Greenville, South Carolina	$509K	+$486K	1	0.31%	New
1946	MCM Maryland Capital Management Towson, Maryland	$508K	-$106K	1	0.05%	Reduced
1947	WEPOG Wealth Enhancement & Preservation of GA Alpharetta, Georgia	$508K	-$245K	1	0.63%	Reduced
1948	NAM NorthCoast Asset Management Greenwich, Connecticut	$507K	$0	2	0.03%	Maintained
1949	SWA SFMG Wealth Advisors Plano, Texas	$507K	-$2.33M	1	0.07%	Reduced
1950	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$506K	-$19.5M	3	0.02%	Reduced