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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	PK Pflug Koory Omaha, Nebraska	$424K	-$38.3K	3	0.31%	Reduced
2002	AWM Altavista Wealth Management Asheville, North Carolina	$423K	+$113K	1	0.12%	Increased
2003	OFW Omnia Family Wealth Aventura, Florida	$420K	+$2.12K	1	0.41%	Increased
2004	FPC Falcon Point Capital San Francisco, California	$418K	-$620K	1	2.05%	Reduced
2005	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$418K	+$446	1	0.1%	Increased
2006	OFS Oldfather Financial Services Kearney, Nebraska	$417K	$0	1	0.32%	Maintained
2007	FSA Fort Sheridan Advisors Highland Park, Illinois	$416K	-$6.94K	1	0.26%	Reduced
2008	KLC Knowledge Leaders Capital Denver, Colorado	$416K	+$392K	1	0.42%	New
2009	Palisade Capital Management Fort Lee, New Jersey	$416K	-$222K	2	0.01%	Reduced
2010	JSL JT Stratford LLC Gainesville, Georgia	$415K	+$397K	1	0.21%	New
2011	JWM Jupiter Wealth Management Glendale, Colorado	$415K	+$368K	1	0.21%	New
2012	1CM 1492 Capital Management Milwaukee, Wisconsin	$414K	-$757	1	0.35%	Reduced
2013	APF Alaska Permanent Fund Juneau, Alaska	$414K	$0	1	0.01%	Maintained
2014	CIM Contravisory Investment Management Norwell, Massachusetts	$412K	-$11.5K	2	0.15%	Reduced
2015	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$412K	$0	1	0.28%	Maintained
2016	DAM Diamant Asset Management Ridgefield, Connecticut	$410K	$0	1	0.43%	Maintained
2017	CCM Coe Capital Management Highland Park, Illinois	$408K	-$141	1	0.61%	Reduced
2018	MW Marcum Wealth Cleveland, Ohio	$402K	+$27.2K	1	0.12%	Increased
2019	AC Addison Capital Conshohocken, Pennsylvania	$400K	$0	1	0.31%	Maintained
2020	Miracle Mile Advisors Los Angeles, California	$396K	-$4.14M	1	0.03%	Reduced
2021	MFG MidWestOne Financial Group Iowa City, Iowa	$386K	$0	1	0.16%	Maintained
2022	PWM Peterson Wealth Management Sparks, Nevada	$385K	+$384K	1	0.38%	New
2023	ER Enlightenment Research Miami, Florida	$384K	+$163K	1	0.92%	Increased
2024	RIG Renaissance Investment Group Lenox, Massachusetts	$384K	-$41.5K	1	0.14%	Reduced
2025	WAM Weatherly Asset Management Del Mar, California	$384K	-$19.6K	1	0.07%	Reduced