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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	PGA Portland Global Advisors Portland, Maine	$391K	+$11.9K	1	0.1%	Increased
2302	LAM Lingohr Asset Management Duesseldorf, Germany	$390K	-$3.29K	1	1.13%	Reduced
2303	WIM Wittenberg Investment Management Carlisle, Massachusetts	$390K	$0	1	0.19%	Maintained
2304	NP Ninepoint Partners Toronto, Ontario, Canada	$389K	-$1.83M	2	0.15%	Reduced
2305	KWMG King Wealth Management Group Naples, Florida	$386K	+$115K	2	0.09%	Increased
2306	LFA Legacy Financial Advisors Covington, Kentucky	$384K	+$2.49K	1	0.11%	Increased
2307	NAS Nicolet Advisory Services Green Bay, Wisconsin	$384K	$0	1	0.05%	Maintained
2308	NISOA National Investment Services of America Milwaukee, Wisconsin	$381K	-$179K	1	0.68%	Reduced
2309	SouthState Corp Winter Haven, Florida	$381K	-$29.6K	2	0.04%	Reduced
2310	APC Aspire Private Capital Cornelius, North Carolina	$378K	-$2.12K	3	0.14%	Reduced
2311	Heard Capital LLC Chicago, Illinois	$378K	+$395K	1	0.13%	New
2312	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$376K	+$71.8K	16	0.12%	Increased
2313	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$376K	-$9.62K	1	0.22%	Reduced
2314	LWA Lineweaver Wealth Advisors Valley View, Ohio	$375K	-$28.6K	1	0.15%	Reduced
2315	TWM Tradition Wealth Management Edina, Minnesota	$374K	+$360K	3	0.07%	New
2316	CCA Column Capital Advisors Indianapolis, Indiana	$373K	+$166K	7	0.09%	Increased
2317	MI MMCAP International Grand Cayman, Cayman Islands	$373K	+$372K	1	0.07%	New
2318	KAM Karani Asset Management New York	$371K	$0	1	0.22%	Maintained
2319	MRCM M&R Capital Management Summit, New Jersey	$371K	-$3.74K	3	0.08%	Reduced
2320	ACM AUA Capital Management Camp Hill, Pennsylvania	$370K	-$1.5K	5	0.26%	Reduced
2321	PAM Premier Asset Management Chicago, Illinois	$370K	+$83.2K	1	0.08%	Increased
2322	AF Apexium Financial Dallas, Texas	$369K	-$44.4K	1	0.29%	Reduced
2323	AIP Almanack Investment Partners Wayne, Pennsylvania	$368K	+$365K	1	0.04%	New
2324	CA Capital Advantage Walnut Creek, California	$367K	-$8.14K	1	0.11%	Reduced
2325	GTAM Global Trust Asset Management West Palm Beach, Florida	$367K	+$345K	2	0.2%	New