← 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
2726	KFA Kelleher Financial Advisors New York	$203K	+$226K	1	0.09%	New
2727	AGP Autumn Glory Partners Dallas, Texas	$202K	+$225K	1	0.15%	New
2728	H6H Hightower 6M Holding Wichita, Kansas	$202K	+$246	1	0.02%	Increased
2729	CCM Canal Capital Management Richmond, Virginia	$201K	+$224K	1	0.06%	New
2730	WA WBH Advisory Baltimore, Maryland	$200K	$0	1	0.03%	Maintained
2731	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$198K	+$439K	1	0.02%	New
2732	NR Newfound Research Wellesley Hills, Massachusetts	$192K	-$41.8K	3	0.41%	Reduced
2733	TFA Transamerica Financial Advisors St. Petersburg, Florida	$192K	+$211K	4	0.03%	New
2734	Glenview Capital Management New York	$191K	-$40.4M	1	0%	Reduced
2735	CPP Capasso Planning Partners Charleston, South Carolina	$190K	+$212K	1	0.13%	New
2736	HR Howe & Rusling Rochester, New York	$189K	+$6.29K	11	0.02%	Increased
2737	KFI Key Financial Inc West Chester, Pennsylvania	$188K	+$8.99K	8	0.1%	Increased
2738	QVR San Francisco, California	$185K	+$217K	1	0.01%	New
2739	BWM Baystate Wealth Management Boston, Massachusetts	$182K	-$9.92K	9	0.02%	Reduced
2740	MAM Marquette Asset Management Minneapolis, Minnesota	$179K	+$1.78K	5	0.05%	Increased
2741	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$177K	+$153K	1	0.08%	New
2742	CHC City Holding Co Charleston, West Virginia	$172K	$0	3	0.03%	Maintained
2743	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$172K	-$110K	7	0.09%	Reduced
2744	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$171K	-$143K	4	0.04%	Reduced
2745	POIA Pin Oak Investment Advisors Houston, Texas	$171K	-$16K	2	0.21%	Reduced
2746	FCMT Founders Capital Management (Texas) Houston, Texas	$168K	+$17.7K	3	0.13%	Increased
2747	NC NinePointTwo Capital Los Angeles, California	$168K	+$374K	1	0.06%	New
2748	RCG Rock Creek Group Washington, District of Columbia	$168K	+$480K	1	0.02%	New
2749	VC Voss Capital Houston, Texas	$168K	+$480K	1	0.05%	New
2750	OPW Oxler Private Wealth Rye Brook, New York	$168K	+$178K	2	0.08%	New