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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
2201	SIM SSI Investment Management Los Angeles, California	$233K	-$710	1	0.02%	Reduced
2202	GIP Greatmark Investment Partners Columbus, Georgia	$231K	+$214K	1	0.06%	New
2203	HCM Highlander Capital Management Short Hills, New Jersey	$231K	-$261K	1	0.13%	Reduced
2204	ACG Allen Capital Group Grand Island, Nebraska	$230K	+$216K	1	0.06%	New
2205	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$230K	+$152K	2	0.12%	Increased
2206	SIG Schaller Investment Group Winston Salem, North Carolina	$230K	$0	1	0.24%	Maintained
2207	CAN Claraphi Advisory Network Aliso Viejo, United States	$229K	-$2.88K	1	0.14%	Reduced
2208	PP PagnatoKarp Partners Reston, Virginia	$229K	-$336K	1	0.04%	Reduced
2209	PCM Pinz Capital Management New York	$229K	+$208K	3	0.08%	New
2210	AAM Auxier Asset Management Aurora, Oregon	$228K	$0	1	0.04%	Maintained
2211	LC Landaas & Company Milwaukee, Wisconsin	$228K	+$214K	1	0.16%	New
2212	Ritholtz Wealth Management New York	$228K	+$6.14K	1	0.03%	Increased
2213	SCA Sippican Capital Advisors Boston, Massachusetts	$227K	+$213K	1	0.25%	New
2214	ANB Amarillo National Bank Amarillo, Texas	$226K	-$8.62K	1	0.08%	Reduced
2215	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$226K	+$211K	1	0.14%	New
2216	CWP CFM Wealth Partners Austin, Texas	$225K	+$201K	4	0.08%	New
2217	CIC Chase Investment Counsel Charlottesville, Virginia	$225K	+$211K	1	0.11%	New
2218	Dodge & Cox San Francisco, California	$225K	$0	1	0%	Maintained
2219	MA MANA Advisors New York	$225K	+$218K	1	0.75%	New
2220	WPC Waters Parkerson & Co New Orleans, Louisiana	$225K	$0	1	0.02%	Maintained
2221	GJIC Gamble Jones Investment Counsel Pasadena, California	$224K	+$210K	1	0.02%	New
2222	Avidian Wealth Enterprises Houston, Texas	$223K	+$3.93K	1	0.03%	Increased
2223	TW TrinityPoint Wealth Milford, Connecticut	$223K	-$1.95K	1	0.08%	Reduced
2224	TFS TrustCore Financial Services Brentwood, Tennessee	$223K	+$19.8K	7	0.04%	Increased
2225	CFG Cooper Financial Group Irvine, California	$222K	+$208K	1	0.09%	New