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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
2001	FA Fortis Advisors Wayne, Pennsylvania	$13K	$0	1	0.01%	Maintained
2002	RCG Ruggie Capital Group Tavares, Florida	$13K	$0	1	0.01%	Maintained
2003	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$13K	+$16.6K	4	0.01%	New
2004	AP Advisors Preferred Rockville, Maryland	$12K	+$12K	1	0.01%	New
2005	AWM Avondale Wealth Management West Lake Hills, Texas	$12K	+$11.7K	1	0.01%	New
2006	NCM New Capital Management Houston, Texas	$12K	+$78	1	0.01%	Increased
2007	HS Horan Securities Cincinnati, United States	$11K	$0	1	0.01%	Maintained
2008	GTAM Global Trust Asset Management West Palm Beach, Florida	$10K	+$9.89K	1	0.01%	New
2009	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$10K	+$9.68K	1	0.01%	New
2010	MCM Mainstay Capital Management Grand Blanc, Michigan	$10K	+$5.11K	1	0.01%	New
2011	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$9K	+$8.29K	1	0%	New
2012	Waverly Advisors Birmingham, Alabama	$9K	+$9.1K	1	0%	New
2013	ATC Adirondack Trust Company Saratoga Springs, New York	$8K	$0	1	0.01%	Maintained
2014	LWA Lenox Wealth Advisors New York	$8K	+$8.34K	3	0%	New
2015	PCA Providence Capital Advisors Charlotte, North Carolina	$8K	+$8.57K	2	0.01%	New
2016	RAM Riggs Asset Management Dallas, Pennsylvania	$8K	-$10.3K	1	0%	Reduced
2017	FMP Financial Management Professionals Austin, Texas	$7K	-$5K	1	0%	Reduced
2018	JAM Jolley Asset Management Rocky Mount, North Carolina	$7K	$0	1	0%	Maintained
2019	ME McIlrath & Eck Arlington, Washington	$7K	+$6.92K	1	0%	New
2020	SWMG Signature Wealth Management Group Atlanta, Georgia	$6K	+$6.22K	1	0%	New
2021	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$6K	+$5.77K	1	0.01%	New
2022	SMG Spectrum Management Group Indianapolis, Indiana	$5K	-$960K	1	0%	Reduced
2023	TIM Tortoise Investment Management White Plains, New York	$5K	$0	2	0%	Maintained
2024	LWA Lowe Wealth Advisors Columbia, Maryland	$4K	$0	1	0%	Maintained
2025	MIM Macroview Investment Management Bethesda, Maryland	$4K	+$2.05K	1	0.02%	New