← 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
3001	KMG Fiduciary Partners Toledo, Ohio	$284K	+$454	1	0.03%	Increased
3002	MAG Mayfair Advisory Group Birmingham, Alabama	$282K	-$2.94K	1	0.24%	Reduced
3003	MV Capital Management Bethesda, Maryland	$282K	-$2.84K	7	0.04%	Reduced
3004	Sound Income Strategies Ft Lauderdale, Florida	$281K	+$27.7K	9	0.02%	Increased
3005	CRWM Castle Rock Wealth Management Walnut Creek, California	$281K	$0	1	0.09%	Maintained
3006	ABLA Alan B. Lancz & Associates Toledo, Ohio	$280K	$0	1	0.29%	Maintained
3007	PCM Passive Capital Management Baltimore, Maryland	$280K	$0	1	0.11%	Maintained
3008	SP Systematic Portfolios New York	$279K	+$243K	1	0.84%	New
3009	BC Broadwater Capital Boston, Massachusetts	$279K	+$264K	3	0.22%	New
3010	FL Fort LP Chevy Chase, Maryland	$279K	-$309K	1	0.69%	Reduced
3011	Commonwealth Financial Services Vienna, West Virginia	$277K	-$985K	1	0.07%	Reduced
3012	Monograph Wealth Advisors Manhattan Beach, California	$277K	-$211K	1	0.05%	Reduced
3013	Circle Wealth Management Summit, New Jersey	$277K	-$7.95K	1	0.01%	Reduced
3014	WFAG Worth Financial Advisory Group Charlotte, North Carolina	$277K	+$6.84K	1	0.22%	Increased
3015	MKC M. Kraus & Co Shelburne, Vermont	$277K	$0	1	0.09%	Maintained
3016	PCA Peddock Capital Advisors Braintree, Massachusetts	$276K	+$5.22K	1	0.08%	Increased
3017	ACM Argyle Capital Management Center Valley, Pennsylvania	$276K	-$283K	1	0.11%	Reduced
3018	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$276K	-$6.98K	7	0.11%	Reduced
3019	DC DeDora Capital Napa, California	$274K	$0	1	0.1%	Maintained
3020	Members Trust Tampa, Florida	$273K	$0	1	0.01%	Maintained
3021	Fiducient Advisors Chicago, Illinois	$273K	+$250K	1	0.05%	New
3022	Wealthstream Advisors New York	$272K	+$232K	1	0.11%	New
3023	EHAM Eagle Harbor Asset Management Seattle, Washington	$272K	-$243K	1	0.31%	Reduced
3024	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$271K	+$1.1K	1	0.09%	Increased
3025	Hardy Reed Tupelo, Mississippi	$270K	-$3.08K	1	0.04%	Reduced