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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
2201	ATC Adirondack Trust Company Saratoga Springs, New York	$12K	+$4.05K	1	0.01%	Increased
2202	NCM New Capital Management Houston, Texas	$12K	$0	1	0.01%	Maintained
2203	AP Advisors Preferred Rockville, Maryland	$11K	+$10.6K	1	0%	New
2204	Catalyst Capital Advisors Huntington, New York	$11K	+$4.27K	1	0%	Increased
2205	ME McIlrath & Eck Arlington, Washington	$11K	+$4.3K	3	0.01%	Increased
2206	KFS Kelly Financial Services Braintree, Massachusetts	$10.6K	$0	4	0.01%	Maintained
2207	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$10K	+$9.74K	1	0.01%	New
2208	DMK David M. Knott	$9K	$0	1	0%	Maintained
2209	KC Knuff & Co Foster City, California	$9K	+$8.52K	1	0.01%	New
2210	TIM Tortoise Investment Management White Plains, New York	$9K	$0	4	0%	Maintained
2211	SWP Strategic Wealth Partners Independence, Ohio	$8.94K	-$35.9K	6	0.05%	Reduced
2212	CBT Central Bank & Trust Lexington, Kentucky	$8K	+$6.98K	2	0%	New
2213	CFG CKW Financial Group Honolulu, Hawaii	$8K	$0	1	0%	Maintained
2214	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$7K	+$6.62K	1	0%	New
2215	CA Centerpoint Advisors Needham, Massachusetts	$6K	$0	3	0%	Maintained
2216	LWA Lowe Wealth Advisors Columbia, Maryland	$6K	$0	3	0%	Maintained
2217	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$5K	+$177K	1	0.06%	Increased
2218	SA SRH Advisors Salina, Kansas	$5K	$0	1	0.02%	Maintained
2219	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$4K	-$24	2	0%	Reduced
2220	BCA Bray Capital Advisors Naples, Florida	$3K	$0	1	0%	Maintained
2221	RIA RPG Investment Advisory Pleasanton, California	$3K	$0	1	0%	Maintained
2222	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$3K	$0	1	0%	Maintained
2223	Tortoise Capital Advisors Overland Park, Kansas	$3K	-$3.84K	2	0%	Reduced
2224	CIR Clear Investment Research Alpharetta, Georgia	$2K	$0	7	0%	Maintained
2225	BRC Bell Rock Capital Rehoboth Beach, Delaware	$1K	+$1K	1	0%	New