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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	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$466K	-$900K	1	0.41%	Reduced
1977	FHC First Heartland Consultants Lake St. Louis, Missouri	$465K	+$441K	1	0.09%	New
1978	SIC Samalin Investment Counsel Chappaqua, New York	$465K	+$11.6K	1	0.49%	Increased
1979	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$463K	-$555K	3	0.05%	Reduced
1980	PP PDS Planning Dublin, Ohio	$463K	+$41K	1	0.21%	Increased
1981	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$461K	+$436K	6	0.18%	New
1982	AIM Axiom Investment Management New York	$457K	-$444K	1	0.6%	Reduced
1983	Baker Avenue Asset Management San Francisco, California	$456K	-$400K	1	0.04%	Reduced
1984	RTC Riverview Trust Company Vancouver, Washington	$454K	$0	4	0.44%	Maintained
1985	CFG Cooper Financial Group Irvine, California	$451K	+$192K	1	0.15%	Increased
1986	FCA FinTrust Capital Advisors Greenville, South Carolina	$451K	-$21.4K	8	0.18%	Reduced
1987	Heard Capital LLC Chicago, Illinois	$449K	-$142K	1	0.22%	Reduced
1988	AIM Alambic Investment Management Belvedere, California	$446K	-$46K	1	1.12%	Reduced
1989	BCM Bienville Capital Management New York	$444K	$0	1	0.04%	Maintained
1990	I IberiaBank Lafayette, Louisiana	$443K	+$155K	2	0.05%	Increased
1991	TL TrueWealth LLC Atlanta, Georgia	$441K	-$10.1K	8	0.19%	Reduced
1992	NB Nicolet Bankshares Green Bay, Wisconsin	$440K	+$26.8K	1	0.17%	Increased
1993	NL NVWM LLC Yardley, Pennsylvania	$439K	-$6.2K	5	0.24%	Reduced
1994	TF Trek Financial Scottsdale, Arizona	$435K	+$416K	1	0.07%	New
1995	AIA Group Hong Kong	$433K	$0	1	0.53%	Maintained
1996	JIP Jaffetilchin Investment Partners Tampa, Florida	$433K	+$432K	1	0.1%	New
1997	MAM Marotta Asset Management Charlottesville, Virginia	$433K	$0	1	0.14%	Maintained
1998	PFMOSF Philadelphia Financial Management of San Francisco San Francisco, California	$429K	-$9.01M	1	0.2%	Reduced
1999	AB Atlas Brown Louisville, Kentucky	$428K	$0	1	0.27%	Maintained
2000	GAM Gemmer Asset Management Walnut Creek, California	$424K	+$3.79K	10	0.09%	Increased