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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	HR Hayden Royal Charlotte, North Carolina	$437K	+$15.7K	1	0.22%	Increased
1977	PWAG Polaris Wealth Advisory Group San Rafael, California	$437K	-$2.25K	1	0.03%	Reduced
1978	TNB Thomasville National Bank Thomasville, Georgia	$437K	-$4.44K	1	0.07%	Reduced
1979	Great Valley Advisor Group Wilmington, Delaware	$435K	+$420K	2	0.1%	New
1980	WIP Wellesley Investment Partners Wellesley, Massachusetts	$435K	+$408K	2	0.13%	New
1981	RFA Reilly Financial Advisors La Mesa, California	$434K	+$6.03K	9	0.05%	Increased
1982	Brinker Capital Investments Berwyn, Pennsylvania	$433K	-$39.7K	3	0.01%	Reduced
1983	SG StoneX Group New York	$432K	+$8.26K	1	0.18%	Increased
1984	FHA Flagship Harbor Advisors Boston, Massachusetts	$428K	+$30.9K	11	0.08%	Increased
1985	OFS Oldfather Financial Services Kearney, Nebraska	$428K	+$392K	1	0.4%	New
1986	FCA FinTrust Capital Advisors Greenville, South Carolina	$427K	+$8.99K	9	0.17%	Increased
1987	Peconic Partners New York	$427K	+$172K	3	0.09%	Increased
1988	EGA E&G Advisors Houston, Texas	$425K	+$459	1	0.16%	Increased
1989	PW Price Wealth Austin, Texas	$425K	+$386K	6	0.13%	Increased
1990	TNA True North Advisors Dallas, Texas	$424K	+$422K	1	0.12%	New
1991	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$423K	$0	1	0.13%	Maintained
1992	PWP Private Wealth Partners Mill Valley, California	$421K	+$405K	1	0.06%	New
1993	Circle Wealth Management Summit, New Jersey	$420K	+$130K	2	0.07%	Increased
1994	GAM Gemmer Asset Management Walnut Creek, California	$420K	-$11K	9	0.1%	Reduced
1995	CAM Columbia Asset Management Ann Arbor, Michigan	$420K	+$432K	1	0.1%	New
1996	NISOA National Investment Services of America Milwaukee, Wisconsin	$416K	+$484K	1	0.45%	New
1997	MW Marcum Wealth Cleveland, Ohio	$415K	+$389K	1	0.16%	New
1998	Procyon Advisors Shelton, Connecticut	$415K	+$403K	13	0.25%	New
1999	VDBMI Van Den Berg Management I Austin, Texas	$413K	+$399K	1	0.07%	New
2000	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$408K	+$120K	1	0.04%	Increased