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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
1951	MRCM M&R Capital Management Summit, New Jersey	$475K	+$11.2K	4	0.11%	Increased
1952	WP WealthShield Partners Cary, North Carolina	$473K	-$132K	1	0.23%	Reduced
1953	CM CoreCommodity Management Stamford, Connecticut	$472K	+$142K	1	0.26%	Increased
1954	Homrich & Berg Atlanta, Georgia	$472K	+$195K	1	0.02%	Increased
1955	Catalyst Capital Advisors Huntington, New York	$469K	+$428K	1	0.02%	Increased
1956	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$469K	-$6.75K	15	0.14%	Reduced
1957	Palisade Capital Management Fort Lee, New Jersey	$468K	+$375K	2	0.01%	Increased
1958	Wealthspire Advisors (New York) New York	$467K	+$32.7K	1	0.03%	Increased
1959	RTC Riverview Trust Company Vancouver, Washington	$465K	+$28.8K	4	0.31%	Increased
1960	BCM Boltwood Capital Management Walnut Creek, California	$464K	$0	1	0.26%	Maintained
1961	PA PSI Advisors Tampa, Florida	$462K	+$482K	5	0.3%	New
1962	Quilter Plc London, United Kingdom	$462K	+$447K	1	0.03%	New
1963	MJP Michael J. Puzo	$461K	$0	1	0.17%	Maintained
1964	MFG MidWestOne Financial Group Iowa City, Iowa	$461K	$0	1	0.1%	Maintained
1965	Chicago Partners Investment Group Chicago, Illinois	$459K	+$339	1	0.06%	Increased
1966	AIM Alambic Investment Management Belvedere, California	$458K	+$41.1K	1	0.38%	Increased
1967	PTP Platform Technology Partners New York	$458K	+$443K	1	0.35%	New
1968	WA1 Wimmer Associates 1 Pasadena, California	$453K	-$2.22K	1	0.36%	Reduced
1969	GIA Gargoyle Investment Advisor Englewood, New Jersey	$452K	$0	1	0.7%	Maintained
1970	NB Nicolet Bankshares Green Bay, Wisconsin	$451K	$0	1	0.17%	Maintained
1971	JC Jacobs & Co San Francisco, California	$450K	$0	1	0.07%	Maintained
1972	PP PDS Planning Dublin, Ohio	$450K	$0	1	0.28%	Maintained
1973	TF TRH Financial North Liberty, Iowa	$441K	+$407K	1	0.38%	New
1974	SXL Summit X LLC Chesterfield, Missouri	$439K	+$10.2K	1	0.16%	Increased
1975	GCA Greenwood Capital Associates Greenwood, South Carolina	$438K	+$86.3K	1	0.09%	Increased