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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
2451	SRSA S.R. Schill & Associates Mercer Island, Washington	$323K	$0	1	0.13%	Maintained
2452	BDF Balasa Dinverno & Foltz	$322K	-$1.99M	1	0.02%	Reduced
2453	FMP Financial Management Professionals Austin, Texas	$322K	+$93K	8	0.08%	Increased
2454	EC EJF Capital Arlington, Virginia	$321K	-$74.3K	1	0.03%	Reduced
2455	CAM Connacht Asset Management New York	$320K	+$290K	1	0.14%	New
2456	GC Grace Capital Quincy, Massachusetts	$319K	-$359K	1	0.21%	Reduced
2457	HFP Holistic Financial Partners Indianapolis, Indiana	$319K	-$144	1	0.19%	Reduced
2458	IEFM IQ EQ Fund Management Dublin 2, Ireland	$319K	$0	1	0.05%	Maintained
2459	WMP Wealth Management Partners Tucson, Arizona	$319K	+$1.39K	1	0.22%	Increased
2460	CCM Conway Capital Management Burbank, California	$317K	-$86.2K	1	0.22%	Reduced
2461	CCA Cadent Capital Advisors Tulsa, Oklahoma	$317K	$0	1	0.13%	Maintained
2462	JSL JT Stratford LLC Gainesville, Georgia	$317K	+$77.7K	1	0.1%	Increased
2463	COF Capital One Financial Mclean, Virginia	$316K	-$169K	1	0.04%	Reduced
2464	HCA Horan Capital Advisors Cincinnati, Ohio	$316K	$0	1	0.14%	Maintained
2465	AW ACG Wealth Atlanta, Georgia	$315K	+$295	1	0.04%	Increased
2466	BBNA Bremer Bank National Association St Paul, Minnesota	$314K	$0	1	0.07%	Maintained
2467	GAM GVO Asset Management Zug, Switzerland	$314K	-$192K	3	0.27%	Reduced
2468	MWM Minot Wealth Management Westwood, Massachusetts	$313K	+$299K	1	0.07%	New
2469	ACM Argyle Capital Management Center Valley, Pennsylvania	$312K	$0	1	0.1%	Maintained
2470	MAM Marotta Asset Management Charlottesville, Virginia	$310K	$0	1	0.07%	Maintained
2471	Dodge & Cox San Francisco, California	$309K	$0	1	0%	Maintained
2472	TCI Wealth Advisors Tucson, Arizona	$309K	+$56.1K	19	0.05%	Increased
2473	BWM Buckley Wealth Management Las Vegas, Nevada	$308K	-$10.4K	1	0.11%	Reduced
2474	WCG Weaver Consulting Group Huntington Beach, California	$307K	+$6.05K	1	0.17%	Increased
2475	KAM Karani Asset Management New York	$306K	-$2K	1	0.16%	Reduced