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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	EWA ERTS Wealth Advisors Marquette, Michigan	$103K	+$111K	3	0.07%	New
1977	PWM PRW Wealth Management Quincy, Massachusetts	$103K	+$107K	10	0.13%	New
1978	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$101K	$0	1	0.05%	Maintained
1979	TCI Wealth Advisors Tucson, Arizona	$101K	-$15.1K	12	0.05%	Reduced
1980	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$100K	-$17.7K	2	0.19%	Reduced
1981	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$98K	$0	2	0.09%	Maintained
1982	Destination Wealth Management Walnut Creek, California	$92K	+$4.71K	4	0.01%	Increased
1983	MCA Mercer Capital Advisers Little Silver, New Jersey	$92K	$0	2	0.07%	Maintained
1984	BWA Burt Wealth Advisors North Bethesda, Maryland	$91K	$0	1	0.04%	Maintained
1985	RCG Ruggie Capital Group Tavares, Florida	$91K	+$90K	4	0.04%	Increased
1986	BCA Berman Capital Advisors Atlanta, Georgia	$90K	+$108K	14	0.04%	New
1987	LA LexAurum Advisors Overland Park, Kansas	$90K	-$5.31K	1	0.07%	Reduced
1988	EIP Ellis Investment Partners Berwyn, Pennsylvania	$88K	+$108K	1	0.04%	New
1989	FFC First Financial Corp Terre Haute, Indiana	$88K	$0	4	0.07%	Maintained
1990	RWM Raffa Wealth Management Washington, District of Columbia	$87.5K	-$45.7K	9	0.03%	Reduced
1991	AW Alpha Windward Westwood, Massachusetts	$85K	+$11K	3	0.06%	Increased
1992	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$82K	$0	3	0.05%	Maintained
1993	VAM Verity Asset Management Durham, North Carolina	$82K	+$77.8K	1	0.11%	New
1994	BFC Bedel Financial Consulting Indianapolis, Indiana	$80K	$0	2	0.06%	Maintained
1995	WA WealthTrust-Arizona Scottsdale, Arizona	$80K	+$3.12K	4	0.05%	Increased
1996	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$78K	+$6.49K	5	0.02%	Increased
1997	EAM Exane Asset Management Paris, France	$78K	+$89.8K	1	0.05%	New
1998	CIA CSat Investment Advisory Detroit, Michigan	$75K	+$21.8K	6	0.04%	Increased
1999	VIM Veritas Investment Management London, United Kingdom	$75K	$0	1	0.01%	Maintained
2000	CM CoreCommodity Management Stamford, Connecticut	$72K	-$37.3K	1	0.06%	Reduced