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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	BAM Barrett Asset Management New York	$211K	+$1.28K	2	0.01%	Increased
2027	Brighton Jones LLC Seattle, Washington	$211K	-$480K	1	0.02%	Reduced
2028	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$210K	+$201K	1	0.16%	New
2029	FFG Fortem Financial Group Palm Desert, California	$210K	+$204K	1	0.21%	New
2030	FFG Frisch Financial Group Melville, New York	$210K	+$321	1	0.14%	Increased
2031	IIC Ironwood Investment Counsel Scottsdale, Arizona	$210K	+$204K	1	0.08%	New
2032	GAM GQ Asset Management New York City, New York	$209K	$0	1	0.12%	Maintained
2033	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$209K	-$14.3K	1	0.02%	Reduced
2034	SCA Sippican Capital Advisors Boston, Massachusetts	$209K	-$70.4K	1	0.25%	Reduced
2035	CHC City Holding Co Charleston, West Virginia	$208K	+$44.5K	4	0.06%	Increased
2036	WDL Well Done LLC Holland, Michigan	$208K	+$202K	1	0.05%	New
2037	AIP Ahrens Investment Partners Lafayette, Louisiana	$207K	-$174K	1	0.09%	Reduced
2038	SIM SSI Investment Management Los Angeles, California	$206K	-$809	1	0.02%	Reduced
2039	HS HighVista Strategies Boston, Massachusetts	$205K	-$799K	1	0.1%	Reduced
2040	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$204K	+$5.16K	3	0.16%	Increased
2041	PCAP Pratt Collard Advisory Partners Buffalo, New York	$204K	+$195K	1	0.16%	New
2042	SWA Stratos Wealth Advisors Beachwood, Ohio	$204K	+$199K	1	0.08%	New
2043	ACG Allen Capital Group Grand Island, Nebraska	$202K	+$197K	1	0.07%	New
2044	Peconic Partners New York	$202K	$0	1	0.04%	Maintained
2045	SIG Schaller Investment Group Winston Salem, North Carolina	$202K	+$197K	1	0.16%	New
2046	CL CIM LLC Albany, New York	$201K	-$209K	1	0.07%	Reduced
2047	TIA Tiemann Investment Advisors Menlo Park, California	$201K	$0	1	0.15%	Maintained
2048	AAM Auxier Asset Management Aurora, Oregon	$200K	+$202K	1	0.04%	New
2049	CCM Cribstone Capital Management Augusta, Maine	$200K	-$9.52K	5	0.11%	Reduced
2050	GIP Greatmark Investment Partners Columbus, Georgia	$200K	+$192K	1	0.06%	New