← 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
2601	Benjamin Edwards Inc Clayton, Missouri	$210K	-$2.56K	2	0.16%	Reduced
2602	PA Perennial Advisors New York	$209K	$0	1	0.07%	Maintained
2603	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$209K	-$467K	1	0.07%	Reduced
2604	InterOcean Capital Group Nashville, Tennessee	$208K	+$194K	1	0.01%	New
2605	CVM Cheviot Value Management Beverly Hills, California	$207K	+$193K	1	0.06%	New
2606	CHC City Holding Co Charleston, West Virginia	$207K	-$77.2K	5	0.04%	Reduced
2607	FIB First Interstate Bancsystem Billings, Montana	$206K	+$191K	1	0.02%	New
2608	SCM Salem Capital Management Woburn, Massachusetts	$206K	+$191K	1	0.12%	New
2609	FSC Full Sail Capital Oklahoma City, Oklahoma	$205K	+$179K	1	0.02%	New
2610	RB Renasant Bank Tupelo, Mississippi	$205K	+$198K	1	0.16%	New
2611	CAC Certified Advisory Corp Altamonte Springs, Florida	$204K	+$195K	4	0.05%	New
2612	HCM Hengehold Capital Management Cincinnati, Ohio	$204K	+$189K	1	0.03%	New
2613	FMP Financial Management Professionals Austin, Texas	$203K	+$19.3K	8	0.05%	Increased
2614	MCM McRae Capital Management Morristown, New Jersey	$202K	+$185K	1	0.05%	New
2615	TFO Tarbox Family Office Newport Beach, California	$202K	+$2.88K	12	0.04%	Increased
2616	AIM Avity Investment Management Greenwich, Connecticut	$201K	-$35.5K	1	0.02%	Reduced
2617	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$201K	+$188K	1	0.02%	New
2618	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$199K	+$210K	1	0.05%	New
2619	VCM Versant Capital Management Phoenix, Arizona	$198K	+$3.94K	14	0.07%	Increased
2620	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$197K	+$208K	1	0.02%	New
2621	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$194K	$0	6	0.11%	Maintained
2622	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$190K	+$50.1K	4	0.03%	Increased
2623	SOW State of Wyoming Cheyenne, Wyoming	$189K	+$189K	5	0.31%	New
2624	JWM Janiczek Wealth Management Denver, Colorado	$186K	+$39.1K	10	0.07%	Increased
2625	JC JBF Capital Aspen, Colorado	$186K	+$192K	2	0.04%	New