← 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
2576	EPI Eddie Patel Inc Chicago, Illinois	$3.75M	-$940K	2	2.24%	Reduced
2577	DCM Delta Capital Management Red Bank, New Jersey	$3.73M	+$246K	2	1.72%	Increased
2578	CCA Cruiser Capital Advisors Stamford, Connecticut	$3.73M	+$1.06M	3	2.3%	Increased
2579	DCA DB&C Advisors Holland, Michigan	$3.72M	+$4.03K	2	4.03%	Increased
2580	VNA Valley National Advisers Bethlehem, Pennsylvania	$3.71M	+$172K	15	0.41%	Increased
2581	WIM Wiregrass Investment Management Thomasville, Georgia	$3.71M	+$515K	6	2.53%	Increased
2582	TI TTP Investments San Jose, California	$3.7M	+$3.5M	1	1.5%	New
2583	KAM Knightsbridge Asset Management Newport Beach, California	$3.69M	+$253K	7	0.48%	Increased
2584	CT Clearstead Trust Portland, Maine	$3.69M	-$25.3K	14	0.48%	Reduced
2585	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$3.69M	+$413K	11	0.75%	Increased
2586	RFP Root Financial Partners Encinitas, California	$3.69M	+$350K	10	0.14%	Increased
2587	FCM FourWorld Capital Management New York	$3.69M	$0	1	3.35%	Maintained
2588	SIC Sterling Investment Counsel Buffalo, New York	$3.68M	-$149K	3	0.87%	Reduced
2589	FMB Field & Main Bank Henderson, Kentucky	$3.67M	+$74.4K	4	0.76%	Increased
2590	TVWM Tower View Wealth Management Shorewood, Wisconsin	$3.67M	-$1.6K	2	1.61%	Reduced
2591	MAM Melqart Asset Management London, United Kingdom	$3.66M	+$2.99M	1	0.35%	New
2592	AWA Argos Wealth Advisors Sacramento, California	$3.66M	-$91.7K	4	0.97%	Reduced
2593	KWM Koa Wealth Management Encinitas, California	$3.66M	+$127K	3	2.49%	Increased
2594	BRF B. Riley Financial Los Angeles, California	$3.66M	-$960K	2	0.84%	Reduced
2595	FWP Forefront Wealth Partners Austin, Texas	$3.65M	+$207K	3	1.13%	Increased
2596	DKCM Davidson Kahn Capital Management Sherman Oaks, California	$3.64M	-$36.1K	1	1.57%	Reduced
2597	GAA Global Assets Advisory Orlando, Florida	$3.64M	-$113K	4	0.79%	Reduced
2598	RC Renaissance Capital Stamford, Connecticut	$3.64M	+$1.13M	1	2.01%	Increased
2599	GC Gilbert & Cook West Des Moines, Iowa	$3.63M	-$15.9K	3	0.42%	Reduced
2600	RCAP Resolute Capital Asset Partners Denver, Colorado	$3.63M	+$840K	1	1.55%	Increased