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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	CX Institutional Auburn, Indiana	$45K	+$319	2	0.01%	Increased
2027	WCM Whitener Capital Management Rocky Mount, North Carolina	$45K	+$43.7K	1	0.03%	New
2028	Country Trust Bank Bloomington, Illinois	$44K	+$8.53K	2	0%	Increased
2029	IP Intellectus Partners San Francisco, California	$44K	$0	2	0.02%	Maintained
2030	LJHT Laurie J. Hall Trustee	$44K	$0	3	0.02%	Maintained
2031	FLI Family Legacy Inc Greenville, South Carolina	$43K	$0	1	0.04%	Maintained
2032	WAS WESPAC Advisors SoCal Pasadena, California	$43K	+$18.2K	3	0.01%	New
2033	AP Arlington Partners Birmingham, Alabama	$40K	-$17K	1	0.03%	Reduced
2034	FCB First Command Bank Fort Worth, Texas	$39K	-$3K	1	0.01%	Reduced
2035	FCFS First Command Financial Services Fort Worth, Texas	$39K	-$3K	1	0.01%	Reduced
2036	PO Private Ocean San Rafael, California	$39K	-$61K	1	0.02%	Reduced
2037	LM Legg Mason Baltimore, Maryland	$38K	+$39.5K	1	2.25%	New
2038	MCM Mainstay Capital Management Grand Blanc, Michigan	$37K	+$4.87K	3	0.02%	Increased
2039	NL NVWM LLC Yardley, Pennsylvania	$36K	-$94.3K	3	0.02%	Reduced
2040	IAS IMA Advisory Services Denver, Colorado	$35K	-$3.76K	4	0.01%	Reduced
2041	ML McAdam LLC Philadelphia, Pennsylvania	$35K	+$2.58K	4	0.01%	Increased
2042	MSA Marino Stram & Associates Braintree, Massachusetts	$34K	+$18.1K	4	0.03%	Increased
2043	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$33K	+$15.7K	2	0.02%	Increased
2044	LWA Lenox Wealth Advisors New York	$31K	-$48.7K	3	0.01%	Reduced
2045	RBC Roble Belko & Company Sewickley, Pennsylvania	$31K	$0	2	0.01%	Maintained
2046	Balentine LLC Atlanta, Georgia	$30K	+$30.1K	5	0%	New
2047	CWM Catamount Wealth Management Westport, Connecticut	$30K	$0	1	0.01%	Maintained
2048	WAM Wakefield Asset Management Englewood, Colorado	$30K	+$29.3K	1	0.01%	New
2049	FPB First PREMIER Bank Sioux Falls, South Dakota	$27K	$0	1	0.02%	Maintained
2050	ICM IMS Capital Management Portland, Oregon	$27K	+$25.2K	2	0.02%	New