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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	ATC Adirondack Trust Company Saratoga Springs, New York	$8K	$0	1	0.01%	Maintained
2027	CFA Camarda Financial Advisors Fleming Island, Florida	$8K	+$12.2K	1	0.01%	New
2028	DMK David M. Knott	$8K	$0	1	0%	Maintained
2029	FFW Fusion Family Wealth Woodbury, New York	$8K	$0	1	0%	Maintained
2030	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$8K	$0	1	0%	Maintained
2031	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$8K	-$6.48K	1	0%	Reduced
2032	JAM Jolley Asset Management Rocky Mount, North Carolina	$7K	$0	1	0%	Maintained
2033	ME McIlrath & Eck Arlington, Washington	$7K	$0	1	0%	Maintained
2034	PCA Providence Capital Advisors Charlotte, North Carolina	$7K	$0	2	0.01%	Maintained
2035	Close Asset Management London, United Kingdom	$6K	-$13K	1	0%	Reduced
2036	FMA FNY Managed Accounts New York	$6K	-$196K	1	0.01%	Reduced
2037	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$6K	+$6.22K	1	0%	New
2038	SWMG Signature Wealth Management Group Atlanta, Georgia	$6K	$0	1	0%	Maintained
2039	LWA Lowe Wealth Advisors Columbia, Maryland	$5K	+$1.12K	2	0%	Increased
2040	SMG Spectrum Management Group Indianapolis, Indiana	$5K	$0	1	0%	Maintained
2041	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$5K	$0	1	0%	Maintained
2042	CA Crewe Advisors Salt Lake City, Utah	$4K	-$11K	1	0%	Reduced
2043	MCM Mainstay Capital Management Grand Blanc, Michigan	$4K	+$4.53K	1	0%	Increased
2044	Pathstone Family Office Englewood, New Jersey	$4K	+$1.98K	2	0%	Increased
2045	Tortoise Capital Advisors Overland Park, Kansas	$4K	$0	2	0%	Maintained
2046	MWM Mascoma Wealth Management Hanover, New Hampshire	$3K	$0	1	0%	Maintained
2047	SA SRH Advisors Salina, Kansas	$3K	$0	1	0.01%	Maintained
2048	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$2K	+$2.35K	1	0%	New
2049	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$2K	$0	1	0%	Maintained
2050	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$2K	+$3.19K	1	0%	New