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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
2276	TPW Talon Private Wealth The Villages, Florida	$5.37M	-$617K	3	0.63%	Reduced
2277	VPI Value Partners Investments Winnipeg, Manitoba, Canada	$5.36M	+$3.13M	2	0.37%	Increased
2278	RP Riverwater Partners Milwaukee, Wisconsin	$5.36M	-$2.39M	2	1.59%	Reduced
2279	RT Rockland Trust Hanover, Massachusetts	$5.36M	-$38.3K	3	0.21%	Reduced
2280	GCM GKV Capital Management Walnut Creek, California	$5.34M	+$263K	3	1.72%	Increased
2281	GC Guidance Capital Lousville, Kentucky	$5.33M	+$73.4K	4	1.14%	Increased
2282	LF Lighthouse Financial Largo, Florida	$5.33M	-$92.6K	1	2.76%	Reduced
2283	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$5.33M	+$1.76M	2	0.17%	Increased
2284	MCM Mill Capital Management Concord, North Carolina	$5.32M	+$245K	2	0.36%	Increased
2285	NF Nikulski Financial Bettendorf, Iowa	$5.32M	+$889K	3	1.15%	Increased
2286	71 West Capital Partners Boston, Massachusetts	$5.31M	+$1.32M	5	0.18%	Increased
2287	COI Connable Office Inc Kalamazoo, Michigan	$5.31M	-$856K	4	0.47%	Reduced
2288	MIM Morningstar Investment Management Chicago, Illinois	$5.3M	$0	4	0.33%	Maintained
2289	GA GFS Advisors Houston, Texas	$5.3M	+$19.3K	4	0.56%	New
2290	CWP Concord Wealth Partners Abingdon, Virginia	$5.3M	+$835K	18	0.61%	Increased
2291	FAM Formidable Asset Management Cincinnati, Ohio	$5.29M	+$1.11M	5	0.84%	Increased
2292	LA LVW Advisors Pittsford, New York	$5.28M	+$79.4K	7	0.46%	Increased
2293	HighPoint Advisor Group Downers Grove, Illinois	$5.28M	+$654K	5	0.19%	Increased
2294	S Sunpointe St. Louis, Missouri	$5.28M	+$389K	5	1.5%	Increased
2295	EAN Excelsior Advisor Network Denver, Colorado	$5.28M	+$3.96M	8	0.69%	Increased
2296	MCM MV Capital Management Bethesda, Maryland	$5.26M	-$115K	17	0.47%	Reduced
2297	HZ Hixon Zuercher Findlay, Ohio	$5.25M	-$114K	2	1.54%	Reduced
2298	CA Cullinan Associates Louisville, Kentucky	$5.25M	-$176K	3	0.4%	Reduced
2299	IFWM Institute for Wealth Management Denver, Colorado	$5.24M	+$1.27M	17	0.46%	Increased
2300	DSC Duncker Streett & Co St. Louis, Missouri	$5.24M	+$999K	4	0.89%	Increased