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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	SAM Shamrock Asset Management Dallas, Texas	$19K	-$3K	1	0.01%	Reduced
2002	RWM Raffa Wealth Management Washington, District of Columbia	$18.7K	+$19.1K	8	0.01%	New
2003	Simon Quick Advisors Morristown, New Jersey	$18K	-$96.7K	2	0.01%	Reduced
2004	SAM Solaris Asset Management New York	$18K	-$897K	1	0.12%	Reduced
2005	LWA Lenox Wealth Advisors New York	$17K	+$9.59K	3	0%	Increased
2006	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$16K	$0	1	0.01%	Maintained
2007	MCF Advisors Covington, Kentucky	$16K	+$14.2K	3	0%	Increased
2008	PSC Prentiss Smith & Co Brattleboro, Vermont	$16K	$0	1	0.01%	Maintained
2009	BCA Bray Capital Advisors Naples, Florida	$15K	+$15.5K	1	0.01%	New
2010	CFG CKW Financial Group Honolulu, Hawaii	$15K	$0	1	0%	Maintained
2011	VIA Vantage Investment Advisors State College, Pennsylvania	$15K	+$11.8K	2	0%	Increased
2012	MSA Marino Stram & Associates Braintree, Massachusetts	$14K	$0	2	0.01%	Maintained
2013	TC Trilogy Capital Irvine, California	$14K	-$595K	2	0%	Reduced
2014	CC Claybrook Capital Wellesley, Massachusetts	$13K	$0	1	0.01%	Maintained
2015	FCMT Founders Capital Management (Texas) Houston, Texas	$13K	+$13.8K	1	0.01%	New
2016	RPG Risk Paradigm Group Austin, Texas	$12.6K	$0	1	0.02%	Maintained
2017	AP Atwood & Palmer Kansas City, Missouri	$12K	+$12.6K	2	0%	New
2018	CA Centerpoint Advisors Needham, Massachusetts	$12K	+$12.1K	1	0.01%	New
2019	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$12K	+$12.4K	1	0.02%	New
2020	NCM New Capital Management Houston, Texas	$12K	$0	1	0.03%	Maintained
2021	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$12K	+$3.52K	6	0.01%	Increased
2022	WOC West Oak Capital Westlake Village, California	$11.6K	-$34K	1	0.01%	Reduced
2023	RCG Ruggie Capital Group Tavares, Florida	$11K	+$7.33K	1	0.01%	Increased
2024	WC Whitnell & Co Oak Brook, Illinois	$11K	+$10.5K	2	0%	Increased
2025	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$10K	+$82	1	0.01%	Increased