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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
2301	SageView Advisory Group Newport Beach, California	$5.22M	+$736K	9	0.17%	Increased
2302	WA Win Advisors Palm Beach Gardens, Florida	$5.22M	+$3.22M	2	1.86%	Increased
2303	GAMH Greenwoods Asset Management (HK) Hong Kong	$5.21M	+$5.89M	1	0.24%	New
2304	PTFIS Pekao Towarzystwo Funduszy Inwestycyjnych SA Warsaw,	$5.21M	+$490K	4	3.31%	Increased
2305	RS Rakuten Securities Tokyo, Japan	$5.21M	-$420K	22	1.21%	Reduced
2306	AOWM Alpha Omega Wealth Management Richmond, Virginia	$5.21M	-$458K	1	0.79%	Reduced
2307	OPCM Osborne Partners Capital Management San Francisco, California	$5.2M	-$11.8K	1	0.29%	Reduced
2308	AIM Allen Investment Management New York	$5.19M	-$29.5K	4	0.06%	Reduced
2309	SIC Samalin Investment Counsel Chappaqua, New York	$5.19M	-$947K	6	1.62%	Reduced
2310	CWI Conscious Wealth Investments Coral Gables, Florida	$5.17M	-$142K	1	2.66%	Reduced
2311	RFL RD Finance Ltd Limassol, Cyprus	$5.17M	+$5.09M	4	5.11%	New
2312	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$5.16M	-$135K	9	1.25%	Reduced
2313	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$5.16M	-$7.11K	2	1.39%	Reduced
2314	CIG Cascade Investment Group Colorado Springs, Colorado	$5.16M	+$630K	4	2.89%	Increased
2315	Avidian Wealth Enterprises Houston, Texas	$5.14M	+$1.16M	7	0.14%	Increased
2316	BFA Bright Financial Advisors Portage, Michigan	$5.14M	+$212K	1	2.15%	Increased
2317	CAM Cypress Asset Management Houston, Texas	$5.13M	+$437K	3	1%	Increased
2318	TPG GP A Fort Worth, Texas	$5.13M	+$1.96M	1	0.1%	Increased
2319	TCP TMB Capital Partners Little Rock, Arkansas	$5.1M	+$1.16M	2	1.59%	Increased
2320	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$5.1M	$0	1	0.3%	Maintained
2321	GSWM Greenup Street Wealth Management Ann Arbor, Michigan	$5.1M	-$3.41M	2	0.62%	Reduced
2322	CP Clayton Partners Berkeley, California	$5.09M	-$3.97M	1	3.34%	Reduced
2323	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$5.09M	-$73.2K	5	1.21%	Reduced
2324	III Independent Investors Inc Nesconset, New York	$5.09M	$0	2	0.97%	Maintained
2325	TAFW Tred Avon Family Wealth Easton, Maryland	$5.08M	-$202K	5	1.56%	Reduced