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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	Prime Capital Investment Advisors Overland Park, Kansas	$104K	-$63K	1	0.03%	Reduced
1977	Destination Wealth Management Walnut Creek, California	$101K	+$8.31K	5	0.01%	Increased
1978	HMS Hanseatic Management Services Albuquerque, New Mexico	$101K	-$2.09K	2	0.09%	Reduced
1979	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$99K	$0	3	0.05%	Maintained
1980	GWA Guidant Wealth Advisors Palatine, Illinois	$98K	$0	3	0.04%	Maintained
1981	FFC First Financial Corp Terre Haute, Indiana	$96K	$0	4	0.06%	Maintained
1982	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$96K	+$21.5K	9	0.06%	Increased
1983	BFC Bedel Financial Consulting Indianapolis, Indiana	$94K	-$573	2	0.06%	Reduced
1984	WA WealthTrust-Arizona Scottsdale, Arizona	$94K	+$26.1K	4	0.05%	Increased
1985	AW Alpha Windward Westwood, Massachusetts	$93K	-$8.45K	3	0.06%	Reduced
1986	VIM Veritas Investment Management London, United Kingdom	$92K	$0	1	0.01%	Maintained
1987	Simon Quick Advisors Morristown, New Jersey	$91K	-$13.4K	2	0.04%	Reduced
1988	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$89K	$0	1	0.04%	Maintained
1989	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$89K	-$34.4K	5	0.02%	Reduced
1990	HT Heritage Trust Oklahoma City, Oklahoma	$88K	$0	3	0.03%	Maintained
1991	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$88K	$0	1	0.03%	Maintained
1992	SS Sunbelt Securities Houston, Texas	$86K	+$491	1	0.05%	Increased
1993	CWA Clarus Wealth Advisors Peoria, Arizona	$84K	-$41.6K	7	0.05%	Reduced
1994	Ballentine Partners Waltham, Massachusetts	$83K	+$3.61K	1	0%	Increased
1995	TVWM Tower View Wealth Management Shorewood, Wisconsin	$81K	+$3.27K	1	0.07%	Increased
1996	ONST Old North State Trust Greensboro, North Carolina	$78K	+$76.7K	3	0.07%	New
1997	DAL David A. Lorber	$77K	+$4.83K	1	0.19%	Increased
1998	KJWM Kiley Juergens Wealth Management Olympia, Washington	$76K	$0	6	0.06%	Maintained
1999	Nuveen Fund Advisors Chicago, Illinois	$74K	-$69.1K	1	0.16%	Reduced
2000	CB CNB Bank Clearfield, Pennsylvania	$71K	-$16.4K	1	0.04%	Reduced