← 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	Ullmann Wealth Partners Group Jacksonville Beach, Florida	$300K	+$7.42K	1	0.08%	Increased
2502	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$299K	-$1.44K	7	0.29%	Reduced
2503	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$298K	+$40K	11	0.08%	Increased
2504	CWM Chesapeake Wealth Management Williamsburg, Virginia	$298K	-$157K	1	0.14%	Reduced
2505	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$298K	+$25.5K	1	0.24%	Increased
2506	GYL Financial Synergies West Hartford, Connecticut	$298K	$0	1	0.08%	Maintained
2507	Kovack Advisors Ft. Lauderdale, Florida	$298K	-$818K	1	0.04%	Reduced
2508	Optiver Holding Amsterdam, Netherlands	$298K	+$329K	1	0%	Increased
2509	WP Wealthspan Partners Davenport, Iowa	$298K	-$25.3K	1	0.31%	Reduced
2510	Capital Advisors Ltd Shaker Heights, Ohio	$297K	+$10.9K	12	0.06%	Increased
2511	Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$296K	$0	1	0.04%	Maintained
2512	MMG Monetary Management Group St Louis, Missouri	$296K	$0	3	0.1%	Maintained
2513	Overbrook Management Corp New York	$295K	$0	1	0.08%	Maintained
2514	CSB City State Bank Norwalk, Iowa	$294K	$0	3	0.21%	Maintained
2515	IAP Indie Asset Partners Carmel, Indiana	$294K	-$523K	1	0.3%	Reduced
2516	VeraBank Henderson, Texas	$294K	$0	1	0.19%	Maintained
2517	VCM Vivaldi Capital Management Chicago, Illinois	$294K	$0	1	0.08%	Maintained
2518	EBA Eagle Bay Advisors New York	$291K	+$1.63K	11	0.18%	Increased
2519	MIM Merrion Investment Management Cranford, New Jersey	$291K	$0	1	0.29%	Maintained
2520	OFW Omnia Family Wealth Aventura, Florida	$291K	-$1.84K	1	0.24%	Reduced
2521	SSI Investment Management Los Angeles, California	$291K	+$560	1	0.02%	Increased
2522	Welch Group Birmingham, Alabama	$290K	-$201K	2	0.02%	Reduced
2523	ORC O'Rourke & Company Boston, Massachusetts	$288K	-$93.8K	1	0.25%	Reduced
2524	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$288K	+$3.36K	1	0.23%	Increased
2525	SB Sunflower Bank Dallas, Texas	$288K	-$45.6K	1	0.07%	Reduced