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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
2026	SA SRH Advisors Salina, Kansas	$4K	$0	1	0.02%	Maintained
2027	Tortoise Capital Advisors Overland Park, Kansas	$4K	+$4.91K	2	0%	New
2028	ACM Armbruster Capital Management Pittsford, New York	$3K	-$6.19K	1	0%	Reduced
2029	MWM Mascoma Wealth Management Hanover, New Hampshire	$3K	-$4K	1	0%	Reduced
2030	MCF Advisors Covington, Kentucky	$3K	$0	2	0%	Maintained
2031	PO Private Ocean San Rafael, California	$3K	+$3.24K	1	0%	New
2032	VIA Vantage Investment Advisors State College, Pennsylvania	$3K	$0	1	0%	Maintained
2033	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$2K	-$7.18K	1	0%	Reduced
2034	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$2K	+$1.86K	2	0%	New
2035	HFM Hartford Financial Management Hartford, Connecticut	$2K	$0	1	0%	Maintained
2036	Pathstone Family Office Englewood, New Jersey	$2K	+$2.33K	1	0%	New
2037	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$2K	$0	1	0%	Maintained
2038	PS Portfolio Solutions Royal Oak, Michigan	$2K	+$2.18K	1	0%	New
2039	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$2K	+$2.31K	1	0%	New
2040	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2K	-$1.5K	2	0%	Reduced
2041	WCM Wealthcare Capital Management Richmond, Virginia	$2K	+$1.88K	1	0%	New
2042	WC Whitnell & Co Oak Brook, Illinois	$2K	+$1.69K	1	0%	New
2043	OAJ Ogorek Anthony Joseph Williamsville, New York	$1K	$0	1	0%	Maintained
2044	WAS WESPAC Advisors SoCal Pasadena, California	$1K	$0	1	0%	Maintained
2045	AC Alexandria Capital Arlington, Virginia	$0	-$72K	0	–	Closed
2046	ACP Arcus Capital Partners Atlanta, Georgia	$0	-$4.12M	0	–	Closed
2047	AAM Ardevora Asset Management London, United Kingdom	$0	-$38.8M	0	–	Closed
2048	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$983K	0	–	Closed
2049	ARK Investment Management St. Petersburg, Florida	$0	-$911K	0	–	Closed
2050	ACM Arosa Capital Management Miami Beach, Florida	$0	-$2.13M	0	–	Closed