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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	FCB First Command Bank Fort Worth, Texas	$72K	+$40.8K	2	0.04%	Increased
2002	FCFS First Command Financial Services Fort Worth, Texas	$72K	+$40.8K	2	0.04%	Increased
2003	APC Aspire Private Capital Cornelius, North Carolina	$71K	+$80.1K	2	0.04%	New
2004	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$71K	$0	1	0.04%	Maintained
2005	CWA Clarus Wealth Advisors Peoria, Arizona	$69K	-$3.35K	6	0.11%	Reduced
2006	SIS Sound Income Strategies Ft Lauderdale, Florida	$69K	-$20.5K	9	0.04%	Reduced
2007	HT Heritage Trust Oklahoma City, Oklahoma	$67K	$0	3	0.03%	Maintained
2008	DOA D'Orazio & Associates Falls Church, Virginia	$64K	+$22.1K	3	0.02%	Increased
2009	SS Sunbelt Securities Houston, Texas	$64K	-$2.54K	1	0.04%	Reduced
2010	Balentine LLC Atlanta, Georgia	$62K	+$32.4K	7	0%	Increased
2011	WCM WealthBridge Capital Management Westerville, Ohio	$62K	+$68.7K	10	0.05%	New
2012	CA Corrado Advisors Ramsey, New Jersey	$60K	-$3.65M	1	0.06%	Reduced
2013	Country Trust Bank Bloomington, Illinois	$57K	+$24.1K	1	0%	Increased
2014	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$56K	+$59.8K	8	0.03%	New
2015	PCFFS Pacific Center for Financial Services San Ramon, California	$56K	$0	1	0.03%	Maintained
2016	QAM QCI Asset Management Pittsford, New York	$56K	+$3.2K	4	0.01%	Increased
2017	W WealthOne Albany, New York	$56K	+$65.7K	3	0.05%	New
2018	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$55K	+$23.9K	2	0.04%	Increased
2019	Simon Quick Advisors Morristown, New Jersey	$55K	-$20.9K	2	0.02%	Reduced
2020	TFO Tarbox Family Office Newport Beach, California	$54K	+$1.79K	8	0.02%	Increased
2021	FNBOSM First National Bank of South Miami South Miami, Florida	$53K	+$49K	1	0.05%	New
2022	Allworth Financial Folsom, California	$52K	+$1.35K	6	0%	Increased
2023	CAL Capital Advisors Ltd Shaker Heights, Ohio	$50K	$0	1	0.01%	Maintained
2024	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$49.8K	$0	1	0.03%	Maintained
2025	CFA Camarda Financial Advisors Fleming Island, Florida	$49K	+$45.2K	3	0.06%	Increased