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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
2176	OGM OnyxPoint Global Management New York	$6.17M	-$157K	1	1.41%	Reduced
2177	IA IFC Advisors Los Angeles, California	$6.16M	+$1.53M	4	0.78%	Increased
2178	GMFG Greater Midwest Financial Group St. Paul, Minnesota	$6.16M	-$1.44M	2	3.07%	Reduced
2179	DG Daventry Group New York	$6.15M	+$5.77M	1	4.64%	New
2180	RCA Resonant Capital Advisors Madison, Wisconsin	$6.14M	-$36.4K	9	0.29%	Reduced
2181	PWMG Prestige Wealth Management Group Flemington, New Jersey	$6.14M	-$1.58M	16	1.11%	Reduced
2182	SC Searle & Co Greenwich, Connecticut	$6.13M	+$129K	2	1.38%	Increased
2183	NAM NTV Asset Management Charleston, West Virginia	$6.13M	+$98K	2	0.6%	Increased
2184	REST Retail Employees Superannuation Trust Sydney,	$6.12M	-$16.3M	1	1.64%	Reduced
2185	MTI Merrithew & Thorsten Inc San Diego, California	$6.11M	-$153K	3	5.2%	Reduced
2186	CWM Chronos Wealth Management Clearwater, Florida	$6.1M	+$73.2K	1	2.7%	Increased
2187	TPI Trust Point Inc La Crosse, Wisconsin	$6.07M	-$418K	9	0.52%	Reduced
2188	SC Seldon Capital San Francisco, California	$6.07M	-$382K	1	1.9%	Reduced
2189	KPF K2 Principal Fund Toronto, Ontario, Canada	$6.05M	-$813K	3	0.44%	Reduced
2190	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$6.04M	+$3.72M	8	1.14%	Increased
2191	IA Inspire Advisors Meridian, Idaho	$6.03M	+$1.13M	10	0.42%	Increased
2192	LAM Lynch Asset Management Yardley, Pennsylvania	$6.02M	+$202K	1	1.65%	Increased
2193	MAM Milestone Asset Management Pittsburgh, Pennsylvania	$6.01M	+$5.41M	3	0.95%	Increased
2194	LCM Liberty Capital Management Birmingham, Michigan	$6M	+$6.27M	2	1.03%	New
2195	RP Rowlandmiller & Partners Atlanta, Georgia	$6M	+$31.7K	2	1.09%	Increased
2196	TCTC Holdings Dallas, Texas	$6M	-$95.9K	4	0.16%	Reduced
2197	BWM Bosman Wealth Management Redlands, California	$5.99M	-$231K	5	3.72%	Reduced
2198	HCM HMS Capital Management Nashville, Tennessee	$5.98M	+$71.3K	6	2.24%	Increased
2199	IC Inscription Capital Houston, Texas	$5.92M	+$1.9M	7	0.53%	Increased
2200	WC Whitney & Co Rochester, New York	$5.92M	-$99.2K	4	0.43%	Reduced