← 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
3226	CGIM Capital Group Investment Management Raffles Quay, Singapore	$1.73M	$0	1	0.26%	Maintained
3227	CGFA Colton Groome Financial Advisors Asheville, North Carolina	$1.73M	+$99.6K	1	0.42%	Increased
3228	HFAS Hummer Financial Advisory Services Chicago, Illinois	$1.72M	$0	3	1.13%	Maintained
3229	HR Hardy Reed Tupelo, Mississippi	$1.72M	+$1.32M	2	0.11%	Increased
3230	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$1.72M	-$53.6K	1	0.84%	Reduced
3231	SAM Sunstone Asset Management New York	$1.71M	-$2.45M	1	1.86%	Reduced
3232	LOWM Laurel Oak Wealth Management Marlton, New Jersey	$1.71M	+$246K	4	0.25%	Increased
3233	CWM Concentrum Wealth Management San Jose, California	$1.71M	+$554K	2	0.41%	Increased
3234	AW Alaethes Wealth Glenbrook, Nevada	$1.71M	+$1.62M	1	0.5%	New
3235	PL Polianta Ltd St Helier, Jersey	$1.71M	+$109K	1	0.21%	Increased
3236	EB Emprise Bank Wichita, Kansas	$1.71M	-$219K	1	0.63%	Reduced
3237	OWM OneAscent Wealth Management Birmingham, Alabama	$1.71M	-$742K	3	0.51%	Reduced
3238	SAM Steinberg Asset Management New York	$1.71M	$0	1	1.06%	Maintained
3239	IP Investment Partners New Philadelphia, Ohio	$1.71M	+$79.2K	3	0.53%	Increased
3240	AF Ally Financial Detroit, Michigan	$1.7M	-$807K	1	0.22%	Reduced
3241	RCS Retirement Capital Strategies San Jose, California	$1.7M	$0	1	0.59%	Maintained
3242	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$1.7M	+$130K	5	0.16%	Increased
3243	EEL Expect Equity LLC Pikesville, Maryland	$1.7M	-$1.8M	1	1.09%	Reduced
3244	RIS Richmond Investment Services Mequon, Wisconsin	$1.7M	-$2.42M	3	0.54%	Reduced
3245	P Paradiem Covington, Louisiana	$1.7M	-$181K	1	0.37%	Reduced
3246	PWM Palumbo Wealth Management Great Neck, New York	$1.69M	+$2.56K	2	0.35%	Increased
3247	LWA Lantern Wealth Advisors Melville, New York	$1.69M	+$10.1K	1	0.77%	Increased
3248	UFF USA Financial Formulas Ada, Michigan	$1.69M	+$837K	9	0.31%	Increased
3249	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$1.69M	+$94.4K	3	0.45%	Increased
3250	TGAM TBH Global Asset Management Brentwood, Tennessee	$1.69M	+$176K	3	0.31%	Increased