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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	OPWM Oak Point Wealth Management Portage, Michigan	$41K	$0	2	0.04%	Maintained
1977	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$40K	-$15K	1	0%	Reduced
1978	CFD Creative Financial Designs Kokomo, Indiana	$38K	-$11K	5	0.02%	Reduced
1979	AP Arlington Partners Birmingham, Alabama	$35K	+$36.5K	1	0.03%	New
1980	LJHT Laurie J. Hall Trustee	$35K	+$7.6K	3	0.02%	Increased
1981	FA Fortis Advisors Wayne, Pennsylvania	$34K	+$23K	2	0.02%	Increased
1982	SIS Sound Income Strategies Ft Lauderdale, Florida	$34K	+$5.97K	8	0.02%	Increased
1983	CJA C-J Advisory San Jose, California	$33K	-$1.56K	2	0.02%	Reduced
1984	HCM Horrell Capital Management Little Rock, Arkansas	$32K	$0	1	0.02%	Maintained
1985	IP Intellectus Partners San Francisco, California	$31K	$0	1	0.01%	Maintained
1986	ML McAdam LLC Philadelphia, Pennsylvania	$31K	+$31K	4	0.01%	New
1987	HI Hudock Inc Williamsport, Pennsylvania	$30K	+$10.4K	4	0.01%	Increased
1988	RBC Roble Belko & Company Sewickley, Pennsylvania	$29K	$0	2	0.01%	Maintained
1989	CWM Catamount Wealth Management Westport, Connecticut	$28K	$0	1	0.01%	Maintained
1990	WA WealthTrust-Arizona Scottsdale, Arizona	$27K	-$7.82K	3	0.01%	Reduced
1991	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$26K	-$2.62K	3	0.02%	Reduced
1992	FPB First PREMIER Bank Sioux Falls, South Dakota	$25K	$0	1	0.02%	Maintained
1993	TC Trust Company Manhattan, Kansas	$25K	-$15K	1	0.01%	Reduced
1994	Sumitomo Mitsui Financial Group Tokyo, Japan	$24K	+$26.6K	1	0%	New
1995	AWM AllSquare Wealth Management Albany, New York	$22K	+$3.05K	2	0.02%	Increased
1996	ANBT American National Bank & Trust Wichita Falls, Texas	$22K	-$2.46K	1	0.01%	Reduced
1997	AAM Ardevora Asset Management London, United Kingdom	$21K	+$21.1K	1	0%	New
1998	MUS Mitsubishi UFJ Securities Tokyo, Japan	$21K	$0	1	0.08%	Maintained
1999	Brinker Capital Investments Berwyn, Pennsylvania	$19K	+$20.9K	1	0%	New
2000	FEG Financial Enhancement Group Anderson, Indiana	$19K	+$19.2K	1	0.01%	New