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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	AF Arrow Financial Glens Falls, New York	$154K	$0	2	0.03%	Maintained
1952	NSIM North Star Investment Management Chicago, Illinois	$153K	-$40.9K	6	0.02%	Reduced
1953	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$151K	+$1.72K	4	0.14%	Increased
1954	FIB First Interstate Bank Billings, Montana	$145K	-$12.7K	5	0.03%	Reduced
1955	RWM Raffa Wealth Management Washington, District of Columbia	$144K	+$38.2K	9	0.05%	Increased
1956	CHC City Holding Co Charleston, West Virginia	$144K	$0	3	0.04%	Maintained
1957	FC Ferris Capital Marlborough, Massachusetts	$144K	-$10.8K	7	0.06%	Reduced
1958	GEA Glen Eagle Advisors Kingston, New Jersey	$142K	+$12.4K	6	0.1%	Increased
1959	SCP Syntal Capital Partners Midland, Texas	$140K	$0	1	0.05%	Maintained
1960	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$138K	+$50.3K	2	0.14%	Increased
1961	TCM Tradewinds Capital Management Bellingham, Washington	$136K	$0	4	0.05%	Maintained
1962	TCI Wealth Advisors Tucson, Arizona	$135K	+$15.5K	10	0.05%	Increased
1963	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$132K	$0	1	0.01%	Maintained
1964	WB Webster Bank Waterbury, Connecticut	$131K	+$2.94K	3	0.02%	Increased
1965	FA Fortis Advisors Wayne, Pennsylvania	$129K	$0	2	0.07%	Maintained
1966	SBL Sargent Bickham Lagudis Boulder, Colorado	$125K	+$28.2K	5	0.01%	Increased
1967	WPA West Paces Advisors Atlanta, Georgia	$124K	-$15.8K	6	0.09%	Reduced
1968	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$123K	-$8.77K	2	0.1%	Reduced
1969	LA LexAurum Advisors Overland Park, Kansas	$123K	-$213K	1	0.09%	Reduced
1970	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$122K	$0	1	0.06%	Maintained
1971	LWS Lucia Wealth Services San Diego, California	$122K	+$12K	2	0.04%	Increased
1972	AIP Almanack Investment Partners Wayne, Pennsylvania	$121K	-$113K	1	0.03%	Reduced
1973	MCA Mercer Capital Advisers Little Silver, New Jersey	$114K	+$83	2	0.08%	Increased
1974	SIS Sound Income Strategies Ft Lauderdale, Florida	$107K	+$51.1K	10	0.05%	Increased
1975	BWA Burt Wealth Advisors North Bethesda, Maryland	$106K	$0	1	0.05%	Maintained