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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	Dodge & Cox San Francisco, California	$501K	$0	2	0%	Maintained
1952	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$500K	+$135K	6	0.05%	Increased
1953	MCM Manchester Capital Management Manchester, Vermont	$498K	$0	3	0.07%	Maintained
1954	PM Penbrook Management New York	$497K	$0	1	0.49%	Maintained
1955	CFS CRA Financial Services Northfield, New Jersey	$494K	$0	1	0.26%	Maintained
1956	Buckingham Strategic Wealth Clayton, Missouri	$492K	+$1.66K	2	0.05%	Increased
1957	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$491K	$0	1	0.16%	Maintained
1958	DA Doliver Advisors Houston, Texas	$490K	-$8.23K	1	0.22%	Reduced
1959	FBT First Bank & Trust Brookings, South Dakota	$490K	+$23.9K	4	0.37%	Increased
1960	FAN Financial Advisors Network Tustin, California	$488K	-$89.5K	1	0.2%	Reduced
1961	BCM Boltwood Capital Management Walnut Creek, California	$485K	$0	1	0.29%	Maintained
1962	GFS GYL Financial Synergies West Hartford, Connecticut	$485K	$0	1	0.35%	Maintained
1963	LA LVW Advisors Pittsford, New York	$484K	+$187K	2	0.12%	Increased
1964	JAFL Jay A. Fishman Ltd Troy, Michigan	$484K	-$27.9K	1	0.08%	Reduced
1965	ADL Asset Dedication LLC San Francisco, California	$481K	+$44.4K	1	0.13%	Increased
1966	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$481K	+$202K	2	0.12%	Increased
1967	Ashton Thomas Private Wealth Scottsdale, Arizona	$480K	-$4.2K	1	0.14%	Reduced
1968	NFG Norris Financial Group Greenville, South Carolina	$479K	+$477K	1	0.45%	New
1969	FP Financial Perspectives Minneapolis, Minnesota	$478K	+$312K	9	0.34%	Increased
1970	WPA West Paces Advisors Atlanta, Georgia	$477K	+$99.6K	7	0.26%	Increased
1971	EM Excalibur Management Waltham, Massachusetts	$473K	-$275K	1	0.32%	Reduced
1972	HC Hourglass Capital Houston, Texas	$473K	-$29.6K	1	0.17%	Reduced
1973	ZF Zhang Financial Portage, Michigan	$470K	+$82	1	0.18%	Increased
1974	SouthState Corp Winter Haven, Florida	$469K	+$445K	2	0.06%	New
1975	MBT Montecito Bank & Trust Santa Barbara, California	$467K	-$2.55K	1	0.13%	Reduced