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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	KAM Karani Asset Management New York	$407K	+$394K	1	0.38%	New
2002	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$405K	-$103K	1	0.03%	Reduced
2003	YWP YorkBridge Wealth Partners New York	$404K	$0	1	0.19%	Maintained
2004	NB Northwest Bancshares Warren, Pennsylvania	$403K	-$16K	1	0.16%	Reduced
2005	TCTC Holdings Dallas, Texas	$403K	$0	1	0.02%	Maintained
2006	LTI Laffer Tengler Investments Nashville, Tennessee	$401K	-$41.6K	2	0.27%	Reduced
2007	AIC Argus Investors Counsel New York	$400K	+$32.9K	1	0.18%	Increased
2008	BCA Bay Colony Advisors Concord, Massachusetts	$399K	+$20K	1	0.26%	Increased
2009	MAM Marotta Asset Management Charlottesville, Virginia	$395K	+$338K	1	0.12%	New
2010	MC Muzinich & Co New York	$395K	+$49.2K	3	0.14%	Increased
2011	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$394K	$0	1	0.25%	Maintained
2012	SWA Sutton Wealth Advisors Tampa, Florida	$391K	-$15K	12	0.2%	Reduced
2013	AF Apexium Financial Dallas, Texas	$390K	+$377K	1	0.5%	New
2014	GPA Garrison Point Advisors Walnut Creek, California	$390K	$0	1	0.36%	Maintained
2015	WI Wedgewood Investors Erie, Pennsylvania	$390K	$0	1	0.56%	Maintained
2016	Hills Bank & Trust North Liberty, Iowa	$389K	-$8.88K	1	0.09%	Reduced
2017	IPW Inlet Private Wealth Jupiter, Florida	$388K	-$98K	1	0.13%	Reduced
2018	RCS Retirement Capital Strategies San Jose, California	$388K	$0	1	0.18%	Maintained
2019	AFAS Acorn Financial Advisory Services Reston, Virginia	$386K	+$376K	1	0.32%	New
2020	CA Corrado Advisors Ramsey, New Jersey	$384K	+$56.9K	2	0.34%	Increased
2021	FAN Financial Advisors Network Tustin, California	$384K	-$46.8K	1	0.18%	Reduced
2022	CA Cambridge Advisors Omaha, Nebraska	$381K	$0	1	0.12%	Maintained
2023	Venture Visionary Partners Sylvania, Ohio	$380K	+$357K	1	0.12%	New
2024	EBT Enterprise Bank & Trust Lowell, Massachusetts	$379K	$0	1	0.17%	Maintained
2025	MS Madden Securities Dallas, Texas	$379K	+$388K	1	0.38%	New