← 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	PPW Parcion Private Wealth Bellevue, Washington	$248K	$0	1	0.02%	Maintained
2577	WDA Wendell David Associates Portsmouth, New Hampshire	$248K	-$74.8K	1	0.03%	Reduced
2578	IA Inspire Advisors Meridian, Idaho	$247K	-$62.8K	1	0.08%	Reduced
2579	InterOcean Capital Group Nashville, Tennessee	$247K	+$264K	1	0.01%	New
2580	HFAS Hummer Financial Advisory Services Chicago, Illinois	$246K	$0	1	0.23%	Maintained
2581	Waldron Private Wealth Bridgeville, Pennsylvania	$246K	+$231K	1	0.01%	New
2582	BAM Barrett Asset Management New York	$245K	-$37	2	0.01%	Reduced
2583	Loews Corp New York	$245K	-$27.5K	1	0%	Reduced
2584	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$245K	-$3.45K	2	0.15%	Reduced
2585	WP WMS Partners Towson, Maryland	$245K	+$17.3K	1	0.04%	Increased
2586	TCM Tradewinds Capital Management Bellingham, Washington	$244K	+$67.1K	8	0.04%	Increased
2587	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$242K	+$496	1	0.02%	Increased
2588	KP Keel Point Huntsville, Alabama	$241K	-$3.68K	1	0.03%	Reduced
2589	MCM Mengis Capital Management Portland, Oregon	$241K	$0	1	0.05%	Maintained
2590	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$241K	-$201K	1	0.1%	Reduced
2591	HCP Hexagon Capital Partners Rogers, Arkansas	$240K	+$39.4K	8	0.07%	Increased
2592	JIC Joel Isaacson & Co New York	$239K	$0	1	0.02%	Maintained
2593	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$239K	-$7.99K	1	0.38%	Reduced
2594	CWM Cedar Wealth Management Walnut Creek, California	$238K	$0	1	0.11%	Maintained
2595	MCM McRae Capital Management Morristown, New Jersey	$234K	+$324	1	0.05%	Increased
2596	CWP Concord Wealth Partners Abingdon, Virginia	$233K	-$563K	12	0.1%	Reduced
2597	KA Kozak & Associates Highlands Ranch, Colorado	$233K	+$200K	5	0.14%	New
2598	SCM Salem Capital Management Woburn, Massachusetts	$233K	$0	1	0.13%	Maintained
2599	TFO Tarbox Family Office Newport Beach, California	$232K	+$720	11	0.04%	Increased
2600	HCM Hengehold Capital Management Cincinnati, Ohio	$231K	$0	1	0.03%	Maintained