← 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
2876	GA GoalVest Advisory New York	$2.67M	-$2.06M	11	0.5%	Reduced
2877	MFG Magnus Financial Group New York	$2.67M	+$876K	4	0.19%	Increased
2878	RWM Revisor Wealth Management Akron, Ohio	$2.67M	+$534K	4	0.64%	Increased
2879	PCM Pincus Capital Management New York	$2.67M	$0	2	1.59%	Maintained
2880	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$2.66M	+$384K	3	0.14%	Increased
2881	PM Phraction Management Colchester, Connecticut	$2.66M	$0	2	0.45%	Maintained
2882	LPT Legacy Private Trust Neenah, Wisconsin	$2.66M	+$662K	2	0.15%	Increased
2883	EAM Empirical Asset Management Wellesley, Massachusetts	$2.66M	-$254K	5	0.6%	Reduced
2884	SSCM Sovereign's Capital Management Atlanta, Georgia	$2.66M	-$26.3K	2	1.77%	Reduced
2885	GCM Goldstream Capital Management Central, Hong Kong	$2.65M	-$1.59M	1	2.01%	Reduced
2886	GAAM Guinness Atkinson Asset Management Pasadena, California	$2.65M	-$278K	4	1.19%	Reduced
2887	PCM Park Capital Management Madison, Wisconsin	$2.65M	+$2.41M	2	1.56%	New
2888	MIM MTM Investment Management Spartanburg, South Carolina	$2.64M	+$1.83K	7	0.75%	Increased
2889	PAM Paradigm Asset Management New York	$2.63M	-$595K	5	0.56%	Reduced
2890	QP Quartz Partners Saratoga Springs, New York	$2.63M	-$964K	1	0.86%	Reduced
2891	BIG Brookwood Investment Group Phoenix, Arizona	$2.63M	+$767K	6	0.3%	Increased
2892	S SharpePoint Phoenix, Arizona	$2.63M	-$612K	3	1.32%	Reduced
2893	TM TigerOak Management Albuquerque, New Mexico	$2.63M	+$314K	4	0.74%	Increased
2894	BWG Berry Wealth Group Granbury, Texas	$2.62M	-$19.4K	1	8.43%	Reduced
2895	DCM Dean Capital Management Overland Park, Kansas	$2.62M	-$2.53M	1	0.95%	Reduced
2896	SWP ShoreHaven Wealth Partners Red Bank, New Jersey	$2.62M	-$982K	2	0.83%	Reduced
2897	SIM Seaview Investment Managers Miami, Florida	$2.62M	+$125K	2	0.78%	Increased
2898	KTC Kentucky Trust Company Danville, Kentucky	$2.62M	-$172K	5	1.26%	Reduced
2899	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$2.62M	+$79.4K	8	0.03%	Increased
2900	OAM Oxford Asset Management Oxford, United Kingdom	$2.61M	+$2.47M	5	1.29%	New