← All themes

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
2501	CA Centerpoint Advisors Needham, Massachusetts	$222K	$0	2	0.14%	Maintained
2502	CFO Collective Family Office York, Pennsylvania	$222K	+$209K	1	0.12%	New
2503	EIA Edgemoor Investment Advisors Bethesda, Maryland	$221K	+$15K	1	0.02%	Increased
2504	HCM Howland Capital Management Boston, Massachusetts	$221K	+$6.86K	1	0.01%	Increased
2505	Caption Management Oklahoma City, Oklahoma	$220K	-$169K	1	0.01%	Reduced
2506	JHP James Hambro & Partners London, United Kingdom	$220K	+$229K	1	0.02%	New
2507	FDS First Dallas Securities Dallas, Texas	$219K	$0	1	0.2%	Maintained
2508	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$219K	$0	1	0.01%	Maintained
2509	WC Whitney & Co Rochester, New York	$219K	$0	1	0.04%	Maintained
2510	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$218K	+$206K	1	0.08%	New
2511	IMC Chicago Chicago, Illinois	$216K	+$84.7K	1	0%	New
2512	FSA Franklin Street Advisors Chapel Hill, North Carolina	$215K	+$203K	1	0.02%	New
2513	KFS Kurt F. Somerville	$215K	+$202K	1	0.04%	New
2514	LDFR Lehman & Derafelo Financial Resources Media, Pennsylvania	$215K	+$14.3K	1	0.06%	Increased
2515	WFC Western Financial Corp San Diego, California	$215K	+$202K	1	0.14%	New
2516	DJYG David J. Yvars Group University Park, Florida	$214K	+$188K	1	0.15%	New
2517	QC QCM Cayman Houston, Texas	$214K	$0	1	0.22%	Maintained
2518	LA LVW Advisors Pittsford, New York	$212K	$0	1	0.04%	Maintained
2519	HFAS Hummer Financial Advisory Services Chicago, Illinois	$211K	$0	1	0.22%	Maintained
2520	TGAM TBH Global Asset Management Brentwood, Tennessee	$211K	+$199K	1	0.06%	New
2521	Benjamin Edwards Inc Clayton, Missouri	$210K	-$546K	2	0.16%	Reduced
2522	NFG Northeast Financial Group Tannersville, Pennsylvania	$209K	+$215K	1	0.16%	New
2523	GC Gruss & Co West Palm Beach, Florida	$209K	$0	1	0.8%	Maintained
2524	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$208K	-$29.9K	1	0.09%	Reduced
2525	AIM Avity Investment Management Greenwich, Connecticut	$207K	+$195K	1	0.02%	New