← 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
2851	EL EMFO LLC Weston, Florida	$186K	$0	5	0.17%	Maintained
2852	WB West Bancorporation West Des Moines, Iowa	$184K	+$124K	4	0.11%	Increased
2853	CMF Counterpoint Mutual Funds San Diego, California	$181K	+$150K	2	0.14%	Increased
2854	PM Parametrica Management Wanchai, Hong Kong	$181K	+$166K	1	0.13%	New
2855	SIS Sound Income Strategies Ft Lauderdale, Florida	$177K	-$6K	9	0.02%	Reduced
2856	JC JBF Capital Aspen, Colorado	$175K	-$132K	1	0.04%	Reduced
2857	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$173K	-$19.6K	2	0.07%	Reduced
2858	CM CoreCommodity Management Stamford, Connecticut	$171K	$0	1	0.04%	Maintained
2859	FFA Freedman Financial Associates Peabody, Massachusetts	$170K	$0	4	0.12%	Maintained
2860	HWA HHM Wealth Advisors Chattanooga, Tennessee	$170K	-$25.9K	6	0.04%	Reduced
2861	WA Win Advisors Palm Beach Gardens, Florida	$170K	+$154K	2	0.04%	New
2862	AWM Accel Wealth Management Waverly, Iowa	$169K	+$477	6	0.09%	Increased
2863	PCOC Power Corp of Canada Montreal, Quebec, Canada	$167K	+$164K	1	0.01%	New
2864	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$162K	$0	5	0.03%	Maintained
2865	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$161K	+$3.44K	4	0.02%	Increased
2866	DCM DGS Capital Management Jersey City, New Jersey	$161K	-$22.2K	1	0.1%	Reduced
2867	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$161K	-$158K	1	0.07%	Reduced
2868	WAM WFA Asset Management Whitefish Bay, Wisconsin	$161K	+$492	1	0.11%	Increased
2869	WAM Worth Asset Management Dallas, Texas	$160K	+$178K	3	0.1%	New
2870	CSIA Carl Stuart Investment Advisor Austin, Texas	$158K	+$152K	2	0.12%	New
2871	Belvedere Trading Chicago, Illinois	$158K	-$246K	1	0%	Reduced
2872	OCM Orion Capital Management Coronado, California	$155K	$0	3	0.09%	Maintained
2873	TFO Tarbox Family Office Newport Beach, California	$153K	-$91K	10	0.03%	Reduced
2874	RIM Rockbridge Investment Management Syracuse, New York	$152K	-$139K	4	0.02%	Reduced
2875	PFM Privium Fund Management Amsterdam, Netherlands	$152K	+$147K	1	0.03%	New