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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	PAS Partnervest Advisory Services Santa Barbara, California	$229K	+$227K	1	0.1%	New
1977	TST Tech Square Trading Boston, Massachusetts	$229K	+$217K	1	0.34%	New
1978	GPC Glacier Peak Capital Bellevue, Washington	$228K	-$5.58K	1	0.21%	Reduced
1979	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$227K	-$9.99K	1	0.11%	Reduced
1980	IG Ithaka Group Arlington, Virginia	$227K	+$204K	1	0.04%	New
1981	Banco Santander Madrid, Spain	$225K	+$202K	1	0%	New
1982	CA Calton & Associates Tampa, Florida	$222K	+$210K	1	0.07%	New
1983	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$221K	+$207K	1	0.08%	New
1984	LB Landmark Bank Columbia, Missouri	$221K	+$209K	1	0.15%	New
1985	SIC Shoker Investment Counsel Oxford, Ohio	$221K	+$210K	1	0.16%	New
1986	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$219K	+$207K	1	0.18%	New
1987	WIP Wellesley Investment Partners Wellesley, Massachusetts	$219K	-$57.6K	1	0.08%	Reduced
1988	AC Avestar Capital New York	$218K	+$70.1K	11	0.14%	Increased
1989	MCP Martin Capital Partners Eugene, Oregon	$218K	+$217K	1	0.17%	New
1990	SHCM Stokes & Hubbell Capital Management New Orleans, Louisiana	$218K	+$206K	1	0.05%	New
1991	IC InterOcean Capital Chicago, Illinois	$216K	+$205K	1	0.02%	New
1992	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$216K	+$205K	1	0.02%	New
1993	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$215K	+$198K	1	0.13%	New
1994	RI Rudd International Sarasota, Florida	$215K	+$202K	1	0.13%	New
1995	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$214K	+$198K	1	0.03%	New
1996	BWM BigSur Wealth Management Miami, Florida	$212K	+$201K	1	0.14%	New
1997	HCA Horan Capital Advisors Cincinnati, Ohio	$211K	+$200K	3	0.13%	New
1998	Avantax Planning Partners Dubuque, Iowa	$210K	+$197K	1	0.01%	New
1999	AG Appleton Group Appleton, Wisconsin	$209K	+$197K	1	0.2%	New
2000	GAM GQ Asset Management New York City, New York	$209K	+$198K	1	0.13%	New