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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	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$229K	+$226K	2	0.23%	Increased
2002	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$229K	$0	1	0.03%	Maintained
2003	PIA Phoenix Investment Adviser New York	$229K	$0	1	0.42%	Maintained
2004	SIC Shoker Investment Counsel Oxford, Ohio	$229K	$0	1	0.17%	Maintained
2005	CA Calton & Associates Tampa, Florida	$228K	-$1.29K	1	0.06%	Reduced
2006	AWM Altavista Wealth Management Asheville, North Carolina	$227K	+$220K	1	0.07%	New
2007	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$227K	$0	1	0.16%	Maintained
2008	SBL Sargent Bickham Lagudis Boulder, Colorado	$226K	-$77.2K	5	0.03%	Reduced
2009	BCA Berman Capital Advisors Atlanta, Georgia	$225K	+$39.3K	18	0.07%	Increased
2010	Homrich & Berg Atlanta, Georgia	$223K	+$222K	1	0.01%	New
2011	BWM BigSur Wealth Management Miami, Florida	$219K	$0	1	0.15%	Maintained
2012	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$219K	+$230K	1	0.16%	New
2013	AG Appleton Group Appleton, Wisconsin	$216K	$0	1	0.24%	Maintained
2014	ETI Enterprise Trust & Investment Los Gatos, California	$215K	+$213K	1	0.13%	New
2015	IC Intersect Capital San Ramon, California	$215K	+$213K	1	0.08%	New
2016	RCM RB Capital Management Reno, Nevada	$215K	+$1.29K	1	0.16%	Increased
2017	Avantax Planning Partners Dubuque, Iowa	$214K	+$2.02K	1	0.01%	Increased
2018	GJIC Gamble Jones Investment Counsel Pasadena, California	$214K	$0	1	0.02%	Maintained
2019	TFS TrustCore Financial Services Brentwood, Tennessee	$214K	+$7.93K	6	0.04%	Increased
2020	CC Cornerstone Capital Palo Alto, California	$213K	$0	1	0.03%	Maintained
2021	SIA Strategic Investment Advisors Farmington Hills, Michigan	$213K	+$207K	1	0.12%	New
2022	JAFL Jay A. Fishman Ltd Troy, Michigan	$213K	+$211K	1	0.04%	New
2023	CAN Claraphi Advisory Network Aliso Viejo, United States	$212K	-$17.8K	1	0.12%	Reduced
2024	OCG Opus Capital Group Cincinnati, Ohio	$212K	-$729K	1	0.06%	Reduced
2025	TP Tranquility Partners Brentwood, Tennessee	$212K	+$201K	1	0.23%	New