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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
1976	MIC MU Investments Company Tokyo, Japan	$30K	+$2.31K	1	0.02%	Increased
1977	LJHT Laurie J. Hall Trustee	$29K	-$5.46K	2	0.02%	Reduced
1978	LCM Liberty Capital Management Birmingham, Michigan	$29K	$0	1	0.02%	Maintained
1979	RBC Roble Belko & Company Sewickley, Pennsylvania	$29K	$0	2	0.01%	Maintained
1980	CC Claybrook Capital Wellesley, Massachusetts	$27K	+$28.5K	1	0.02%	New
1981	FPB First PREMIER Bank Sioux Falls, South Dakota	$27K	$0	1	0.02%	Maintained
1982	Close Asset Management London, United Kingdom	$26K	$0	2	0%	Maintained
1983	ANBT American National Bank & Trust Wichita Falls, Texas	$24K	+$1.32K	1	0.01%	Increased
1984	AWM AllSquare Wealth Management Albany, New York	$22K	-$1.03K	2	0.02%	Reduced
1985	SAM Shamrock Asset Management Dallas, Texas	$22K	+$1.4K	2	0.01%	Increased
1986	HI Hudock Inc Williamsport, Pennsylvania	$21K	+$5.43K	5	0.01%	Increased
1987	MUS Mitsubishi UFJ Securities Tokyo, Japan	$21K	-$20.1K	1	0.09%	Reduced
1988	SWP Strategic Wealth Partners Independence, Ohio	$21K	+$19.4K	2	0.01%	New
1989	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$18K	+$16.8K	1	0%	Increased
1990	DMK David M. Knott	$17K	$0	1	0.01%	Maintained
1991	FFW Fusion Family Wealth Woodbury, New York	$17K	+$18.3K	1	0%	New
1992	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$17K	-$28.1K	1	0.04%	Reduced
1993	MFW Mosaic Family Wealth St. Louis, Missouri	$16K	-$59K	2	0.01%	Reduced
1994	PSC Prentiss Smith & Co Brattleboro, Vermont	$16K	$0	1	0.01%	Maintained
1995	CFG CKW Financial Group Honolulu, Hawaii	$15K	$0	1	0%	Maintained
1996	CA Crewe Advisors Salt Lake City, Utah	$15K	+$14.5K	2	0.01%	New
1997	TG TLP Group Evanston, Illinois	$15K	-$28.9K	3	0.01%	Reduced
1998	RPG Risk Paradigm Group Austin, Texas	$14.5K	+$1.94K	1	0.02%	Increased
1999	MSA Marino Stram & Associates Braintree, Massachusetts	$14K	+$14.4K	2	0.01%	New
2000	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$14K	$0	1	0.01%	Maintained