← 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	AMG Advisors Management Group La Crosse, Wisconsin	$220K	+$218K	1	0.07%	New
2602	BPCA Bank Pictet & Cie (Asia) Singapore	$220K	+$204K	1	0.06%	New
2603	FSC Full Sail Capital Oklahoma City, Oklahoma	$220K	$0	1	0.02%	Maintained
2604	RB Renasant Bank Tupelo, Mississippi	$220K	-$12.3K	1	0.17%	Reduced
2605	FBFS First Business Financial Services Madison, Wisconsin	$219K	+$213K	1	0.03%	New
2606	WP WMS Partners Towson, Maryland	$218K	+$213K	1	0.03%	New
2607	XF XML Financial Bethesda, Maryland	$218K	-$78.2K	1	0.05%	Reduced
2608	CWM CCG Wealth Management San Diego, California	$217K	+$215K	1	0.17%	New
2609	AA Addison Advisors Middlebury, Vermont	$216K	+$202K	3	0.17%	New
2610	AIM Avity Investment Management Greenwich, Connecticut	$216K	+$1.58K	1	0.02%	Increased
2611	TF TRH Financial North Liberty, Iowa	$216K	-$126K	1	0.09%	Reduced
2612	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$215K	-$28.9K	1	0.06%	Reduced
2613	MA Modus Advisors Excelsior, Minnesota	$215K	+$212K	2	0.09%	New
2614	V VeraBank Henderson, Texas	$214K	+$208K	1	0.13%	New
2615	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$213K	+$199K	1	0.1%	New
2616	HR Howe & Rusling Rochester, New York	$212K	-$20.6K	15	0.03%	Reduced
2617	AAM Aureus Asset Management Boston, Massachusetts	$211K	+$205K	1	0.01%	New
2618	BWM Baystate Wealth Management Boston, Massachusetts	$211K	+$58.3K	10	0.02%	Increased
2619	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$210K	+$315	6	0.03%	Increased
2620	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$210K	+$206K	1	0.07%	New
2621	APA Allegiant Private Advisors Sarasota, Florida	$208K	+$202K	1	0.03%	New
2622	PAM Palisade Asset Management Minneapolis, Minnesota	$208K	+$205K	1	0.02%	New
2623	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$207K	+$23.6K	5	0.24%	Increased
2624	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$207K	+$202K	1	0.11%	New
2625	MFG Magnus Financial Group New York	$207K	+$192K	1	0.05%	New