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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
2051	AIP Almanack Investment Partners Wayne, Pennsylvania	$7.15M	+$6.15M	9	0.91%	Increased
2052	GCA Greenwood Capital Associates Greenwood, South Carolina	$7.15M	-$46K	1	0.7%	Reduced
2053	I INVST Indianapolis, Indiana	$7.15M	+$676K	5	0.7%	Increased
2054	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$7.12M	+$597K	32	0.49%	Increased
2055	VFM Viking Fund Management Minot, North Dakota	$7.12M	+$1.18M	2	0.64%	Increased
2056	Capital International Los Angeles, California	$7.12M	$0	1	0.23%	Maintained
2057	WTA Washington Trust Advisors Wellesley, Massachusetts	$7.1M	-$256K	11	0.53%	Reduced
2058	CWMK Caliber Wealth Management (Kansas) Overland Park, Kansas	$7.1M	+$2.66M	3	0.69%	Increased
2059	NCM Novare Capital Management Charlotte, North Carolina	$7.1M	+$254K	4	0.5%	Increased
2060	SC Scholtz & Company Stamford, Connecticut	$7.1M	+$2.31M	2	3.54%	Increased
2061	CCM Consolidated Capital Management Burbank, California	$7.1M	+$117K	1	1.89%	Increased
2062	EW Evexia Wealth Stevens Point, Wisconsin	$7.08M	+$43.4K	4	1.92%	Increased
2063	AA ABC Arbitrage Paris, France	$7.07M	+$1.26M	1	0.76%	Increased
2064	ICM Ionic Capital Management New York	$7.07M	-$1.54M	3	1.02%	Reduced
2065	CCM Compass Capital Management Minneapolis, Minnesota	$7.06M	+$6.69M	2	0.43%	New
2066	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$7.04M	+$1.08M	11	0.42%	Increased
2067	MA MONECO Advisors Fairfield, Connecticut	$7.04M	+$1.81M	10	0.43%	Increased
2068	NI Natural Investments Windsor, California	$7.03M	-$1.09M	8	1.54%	Reduced
2069	OL Odyssean LLC Darien, Connecticut	$7.03M	+$2.66M	6	1.14%	Increased
2070	SWASL Spartan Wealth Advisory Services LLC Bingham Farms, Michigan	$7.03M	+$322K	4	0.58%	Increased
2071	LF Longbow Finance Lutry, Switzerland	$7.03M	+$1.94M	1	0.9%	Increased
2072	ACM Arvin Capital Management Austin, Texas	$7.03M	+$9.03M	1	0.92%	New
2073	BWM BNC Wealth Management Beaverton, Oregon	$7.01M	+$112K	2	1.7%	Increased
2074	RPC Rossmore Private Capital Glastonbury, Connecticut	$7.01M	+$629K	2	0.57%	Increased
2075	RSC Red Spruce Capital Berwyn, Pennsylvania	$7M	+$396K	2	2.44%	Increased