← 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
3051	BSC Brown Shipley & Co London, United Kingdom	$74.3K	-$19K	1	0.03%	Reduced
3052	PSP Pacific Sage Partners Edmonds, Washington	$73.5K	$0	1	0.02%	Maintained
3053	JFA JNBA Financial Advisors Bloomington, Minnesota	$73K	-$242K	5	0.01%	Reduced
3054	JFG JDM Financial Group Austin, Texas	$71.8K	$0	2	0.06%	Maintained
3055	SF Safeguard Financial Minocqua, Wisconsin	$71K	+$66.1K	5	0.03%	New
3056	GA GoalVest Advisory New York	$70.6K	+$8.25K	4	0.04%	Increased
3057	DFG Delta Financial Group Basking Ridge, New Jersey	$70K	$0	1	0.08%	Maintained
3058	SCM Shaolin Capital Management Miami, Florida	$70K	+$11K	1	0%	Increased
3059	FSWA Financial Synergies Wealth Advisors Houston, Texas	$69.6K	-$123	4	0.01%	Reduced
3060	BHWM Beaird Harris Wealth Management Dallas, Texas	$69.3K	$0	3	0.01%	Maintained
3061	MWM Mascoma Wealth Management Hanover, New Hampshire	$69.1K	-$1.98M	3	0.02%	Reduced
3062	TCA Trifecta Capital Advisors Northbrook, Illinois	$69K	-$8.92K	7	0.02%	Reduced
3063	TIM Thompson Investment Management Madison, Wisconsin	$68.7K	$0	2	0.01%	Maintained
3064	TCPG Trivant Custom Portfolio Group San Diego, California	$67.8K	-$3.23K	1	0.05%	Reduced
3065	CWA Clarus Wealth Advisors Peoria, Arizona	$67.2K	+$2.05K	1	0.04%	Increased
3066	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$66.8K	$0	2	0.02%	Maintained
3067	FAG Fortitude Advisory Group Gig Harbor, Washington	$65K	+$22K	1	0.05%	Increased
3068	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$64.6K	$0	2	0.04%	Maintained
3069	MWM MBE Wealth Management Tomah, Wisconsin	$63.7K	+$52.2K	1	0.03%	New
3070	PO Private Ocean San Rafael, California	$63.6K	-$17.2K	4	0.01%	Reduced
3071	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$63.5K	+$36.1K	1	0.02%	Increased
3072	WSWA Warren Street Wealth Advisors Newport Beach, California	$63.3K	-$7.83K	1	0.04%	Reduced
3073	KFS Kelly Financial Services Braintree, Massachusetts	$63.1K	+$28.2K	7	0.03%	Increased
3074	NIC Northwest Investment Counselors Lake Oswego, Oregon	$62.6K	-$9.34K	5	0.02%	Reduced
3075	RBC Roble Belko & Company Sewickley, Pennsylvania	$62K	+$232	3	0.01%	Increased