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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
1951	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$56K	+$56.4K	1	0.11%	New
1952	WAM Watermark Asset Management San Ramon, California	$55K	$0	2	0.02%	Maintained
1953	PCA Peddock Capital Advisors Braintree, Massachusetts	$53K	$0	1	0.03%	Maintained
1954	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$47K	-$1.47M	3	0.05%	Reduced
1955	WOC West Oak Capital Westlake Village, California	$45.1K	$0	2	0.03%	Maintained
1956	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$45K	+$46K	6	0.04%	New
1957	BWM Baystate Wealth Management Boston, Massachusetts	$45K	$0	4	0.01%	Maintained
1958	KTM Keeler Thomas Management Orem, Utah	$45K	+$45.3K	3	0.04%	New
1959	RM Resource Management Metairie, Louisiana	$45K	+$47.9K	1	0.01%	New
1960	DOA D'Orazio & Associates Falls Church, Virginia	$44K	+$29.7K	1	0.02%	Increased
1961	FCB First Command Bank Fort Worth, Texas	$43K	$0	2	0.02%	Maintained
1962	FCFS First Command Financial Services Fort Worth, Texas	$43K	$0	2	0.02%	Maintained
1963	TC Trust Company Manhattan, Kansas	$43K	+$43.3K	2	0.02%	New
1964	OPWM Oak Point Wealth Management Portage, Michigan	$42K	+$42.5K	2	0.04%	New
1965	TVWM Tower View Wealth Management Shorewood, Wisconsin	$41K	+$40K	1	0.04%	New
1966	WA WealthTrust-Arizona Scottsdale, Arizona	$37K	$0	4	0.02%	Maintained
1967	CJA C-J Advisory San Jose, California	$36K	+$3.49K	2	0.03%	Increased
1968	SIS Sound Income Strategies Ft Lauderdale, Florida	$33K	+$40.4K	7	0.02%	New
1969	EAM Exane Asset Management Paris, France	$32.3K	-$19.6K	1	0.01%	Reduced
1970	Allworth Financial Folsom, California	$32K	+$131	2	0%	Increased
1971	Country Trust Bank Bloomington, Illinois	$32K	$0	1	0%	Maintained
1972	FFG Ford Financial Group Fresno, California	$32K	+$33.3K	5	0.02%	New
1973	HCM Horrell Capital Management Little Rock, Arkansas	$32K	$0	1	0.02%	Maintained
1974	IP Intellectus Partners San Francisco, California	$31K	$0	1	0.01%	Maintained
1975	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$30K	+$3.64K	3	0.03%	Increased