← 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	CPG Cornerstone Planning Group Fairfield, New Jersey	$163K	+$16.9K	10	0.05%	Increased
3227	VCM Versant Capital Management Phoenix, Arizona	$162K	+$562	17	0.05%	Increased
3228	BLC Brown, Lisle/Cummings Providence, Rhode Island	$162K	$0	2	0.06%	Maintained
3229	First Command Advisory Services Fort Worth, Texas	$162K	+$54.9K	3	0%	Increased
3230	CIA Cape Investment Advisory Mcdonough, Georgia	$162K	+$20.6K	5	0.08%	Increased
3231	WIM Westside Investment Management Santa Monica, California	$162K	-$4.92K	6	0.04%	Reduced
3232	RFG REAP Financial Group Austin, Texas	$161K	+$139K	7	0.05%	New
3233	TIM Thompson Investment Management Madison, Wisconsin	$159K	+$68.3K	3	0.03%	Increased
3234	GTAM Global Trust Asset Management West Palm Beach, Florida	$158K	+$11K	2	0.07%	Increased
3235	HAS HBW Advisory Services Simi Valley, California	$157K	-$64.9K	2	0.03%	Reduced
3236	WCM Winthrop Capital Management Carmel, Indiana	$156K	+$149K	1	0.05%	New
3237	LF Lee Financial Dallas, Texas	$155K	+$2.86K	8	0.03%	Increased
3238	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$152K	+$140K	2	0.09%	New
3239	AIMA Ables Iannone Moore & Associates Savannah, Georgia	$152K	+$135K	2	0.12%	New
3240	CHC City Holding Co Charleston, West Virginia	$150K	$0	2	0.02%	Maintained
3241	WWM Wolff Wiese Magana Carslbad, California	$150K	+$3K	11	0.14%	Increased
3242	CB Centennial Bank Conway, Arkansas	$149K	+$30.7K	3	0.09%	Increased
3243	SIC SJS Investment Consulting Sylvania, Ohio	$147K	+$42	15	0.03%	Increased
3244	WOC West Oak Capital Westlake Village, California	$147K	+$1.21K	3	0.07%	Increased
3245	PS Planned Solutions Folsom, California	$146K	+$125K	3	0.07%	New
3246	DAC Dividend Assets Capital Ridgeland, South Carolina	$144K	-$3.36K	3	0.03%	Reduced
3247	ACA American Capital Advisory Ketchum, Idaho	$140K	+$126K	5	0.1%	New
3248	EC Elequin Capital New York	$135K	-$967K	3	0.04%	Reduced
3249	BWM Bullock Wealth Management Bloomington, Indiana	$134K	+$96.2K	3	0.1%	Increased
3250	AW Avion Wealth The Woodlands, Texas	$133K	+$17.2K	11	0.04%	Increased