← 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
2526	CFO Collective Family Office York, Pennsylvania	$269K	$0	1	0.12%	Maintained
2527	CCM Crossvault Capital Management San Antonio, Texas	$269K	+$246K	1	0.08%	New
2528	CG Clarus Group Houston, Texas	$267K	+$251K	1	0.2%	New
2529	FA Fortis Advisors Wayne, Pennsylvania	$267K	+$190K	2	0.15%	Increased
2530	LFA Landmark Financial Advisors Bowling Green, Kentucky	$267K	$0	1	0.13%	Maintained
2531	WFC Western Financial Corp San Diego, California	$265K	$0	1	0.14%	Maintained
2532	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$264K	+$262K	1	0.06%	New
2533	QTM qPULA Trading Management New York	$264K	-$23.5K	1	0.47%	Reduced
2534	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$262K	+$256K	1	0.19%	New
2535	WWM Wolff Wiese Magana Carslbad, California	$262K	-$49.6K	11	0.19%	Reduced
2536	CC Cornerstone Capital Palo Alto, California	$261K	$0	1	0.03%	Maintained
2537	EIA Edgemoor Investment Advisors Bethesda, Maryland	$260K	+$4.53K	1	0.02%	Increased
2538	MIP Marietta Investment Partners Milwaukee, Wisconsin	$259K	$0	1	0.06%	Maintained
2539	MCM Murphy Capital Management Bedminster, New Jersey	$259K	+$7.21K	1	0.03%	Increased
2540	WR WD Rutherford Portland, Oregon	$259K	-$6.05K	3	0.14%	Reduced
2541	AFM Abbot Financial Management Andover, Massachusetts	$258K	+$256K	1	0.11%	New
2542	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$258K	+$1.95K	2	0.17%	Increased
2543	GA Geller Advisors New York	$257K	+$584	1	0.06%	Increased
2544	AAM Auxier Asset Management Aurora, Oregon	$256K	-$1.51K	1	0.04%	Reduced
2545	HFAS Hummer Financial Advisory Services Chicago, Illinois	$256K	$0	1	0.24%	Maintained
2546	KFS Kurt F. Somerville	$256K	$0	1	0.04%	Maintained
2547	KW KWB Wealth Redlands, California	$256K	$0	1	0.05%	Maintained
2548	IA Insight Advisors Newtown, Pennsylvania	$255K	-$320K	1	0.08%	Reduced
2549	SB Strategic Blueprint Atlanta, Georgia	$255K	+$252K	10	0.04%	New
2550	HCM Howland Capital Management Boston, Massachusetts	$253K	-$5.9K	1	0.01%	Reduced