← 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
2901	TGY2IT Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida	$2.61M	+$2.54M	1	0.51%	Increased
2902	OCM Orser Capital Management Southlake, Texas	$2.6M	+$2.17M	1	1.29%	New
2903	CFIA Cantor Fitzgerald Investment Advisors New York	$2.6M	+$39.1K	1	0.18%	Increased
2904	PWAC Private Wealth Advisors (California) Fresno, California	$2.59M	+$1.24M	1	0.66%	Increased
2905	F4L Fortune 45 LLC Gonzales, Louisiana	$2.59M	+$957K	4	1.11%	Increased
2906	BDFN Bond & Devick Financial Network St. Louis Park, Minnesota	$2.59M	+$16.1K	2	0.64%	Increased
2907	HPCM Hunter Perkins Capital Management Lombard, Illinois	$2.59M	$0	1	0.58%	Maintained
2908	VWM VCI Wealth Management St Louis, Missouri	$2.58M	+$980K	1	0.65%	Increased
2909	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$2.58M	+$155K	14	0.94%	Increased
2910	DAM Doheny Asset Management Los Angeles, California	$2.57M	+$46.4K	1	1.49%	Increased
2911	PA Probity Advisors Dallas, Texas	$2.57M	-$123K	3	0.37%	Reduced
2912	HBT Heartland Bank & Trust Bloomington, Illinois	$2.56M	-$2.83K	4	0.53%	Reduced
2913	HPWM High Point Wealth Management Chester, New Jersey	$2.56M	+$1.03M	5	2.09%	Increased
2914	CFFP Center for Financial Planning Southfied, Michigan	$2.55M	-$115K	5	0.24%	Reduced
2915	HWA HHM Wealth Advisors Chattanooga, Tennessee	$2.55M	-$10.3K	13	0.26%	Reduced
2916	BWM Baron Wealth Management Troy, Michigan	$2.55M	+$120K	5	0.66%	Increased
2917	FLFS Family Legacy Financial Solutions Cary, North Carolina	$2.54M	-$167M	2	1.55%	Reduced
2918	SWA Strategies Wealth Advisors Grand Rapids, Michigan	$2.54M	+$556K	4	0.23%	Increased
2919	Compass Rose Asset Management New York	$2.54M	-$21.4M	1	0.07%	Reduced
2920	CCG Ceeto Capital Group Coral Gables, Florida	$2.54M	+$1.59M	3	0.69%	Increased
2921	CFA Capstone Financial Advisors Downers Grove, Illinois	$2.54M	+$204K	2	0.12%	Increased
2922	BSG Black Swift Group Boulder, Colorado	$2.53M	+$247K	3	0.37%	Increased
2923	BLC Blue Line Capital Chicago, Illinois	$2.53M	-$806K	2	2.11%	Reduced
2924	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$2.53M	-$227K	26	0.13%	Reduced
2925	PA Perennial Advisors New York	$2.52M	+$1.74M	2	0.39%	Increased