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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	Brinker Capital Investments Berwyn, Pennsylvania	$16K	$0	1	0%	Maintained
2002	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$16K	+$1.46K	2	0.01%	Increased
2003	CC Claybrook Capital Wellesley, Massachusetts	$15K	$0	1	0.01%	Maintained
2004	PSC Prentiss Smith & Co Brattleboro, Vermont	$15K	$0	1	0.01%	Maintained
2005	VIA Vantage Investment Advisors State College, Pennsylvania	$15K	$0	2	0%	Maintained
2006	CFG CKW Financial Group Honolulu, Hawaii	$14K	$0	1	0%	Maintained
2007	MSA Marino Stram & Associates Braintree, Massachusetts	$14K	+$764	3	0.01%	Increased
2008	MCF Advisors Covington, Kentucky	$14K	-$2K	1	0%	Reduced
2009	RCG Ruggie Capital Group Tavares, Florida	$12K	$0	1	0.01%	Maintained
2010	NCM New Capital Management Houston, Texas	$11K	$0	1	0.02%	Maintained
2011	BG Bollard Group Boston, Massachusetts	$10K	+$9.88K	1	0%	New
2012	CFC Coyle Financial Counsel Glenview, Illinois	$10K	+$10.8K	3	0.01%	New
2013	HI Hudock Inc Williamsport, Pennsylvania	$10K	-$20.7K	4	0%	Reduced
2014	AP Atwood & Palmer Kansas City, Missouri	$9K	-$4K	1	0%	Reduced
2015	CFA Camarda Financial Advisors Fleming Island, Florida	$9K	$0	1	0.01%	Maintained
2016	DMK David M. Knott	$9K	$0	1	0%	Maintained
2017	FFW Fusion Family Wealth Woodbury, New York	$9K	$0	1	0%	Maintained
2018	ANBT American National Bank & Trust Wichita Falls, Texas	$8K	-$12.3K	1	0%	Reduced
2019	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$8K	+$8.42K	1	0%	New
2020	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$8K	-$1.76K	1	0.01%	Reduced
2021	Peregrine Capital Management Minneapolis, Minnesota	$8K	+$7.59K	1	0%	New
2022	ATC Adirondack Trust Company Saratoga Springs, New York	$7K	$0	1	0%	Maintained
2023	LWA Lowe Wealth Advisors Columbia, Maryland	$7K	+$2K	3	0%	Increased
2024	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$7K	$0	1	0%	Maintained
2025	PCA Providence Capital Advisors Charlotte, North Carolina	$7K	$0	2	0%	Maintained