← 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
3276	SAM S.A. Mason Holland, Michigan	$235K	-$33.2K	1	0.14%	Reduced
3277	WFS Weitzel Financial Services Dubuque, Iowa	$234K	+$205K	1	0.12%	New
3278	FBT First Bank & Trust Brookings, South Dakota	$231K	-$5.96K	1	0.05%	Reduced
3279	BWM BigSur Wealth Management Miami, Florida	$231K	+$202K	1	0.07%	New
3280	AWM Aberdeen Wealth Management Lake Bluff, Illinois	$231K	+$208K	1	0.13%	New
3281	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$230K	-$330K	1	0.06%	Reduced
3282	Vise Technologies New York	$230K	+$177K	1	0.05%	New
3283	GTAM Global Trust Asset Management West Palm Beach, Florida	$230K	+$36.6K	2	0.09%	Increased
3284	KFS Kurt F. Somerville	$230K	+$209K	1	0.04%	New
3285	POIA Pin Oak Investment Advisors Houston, Texas	$230K	+$43.1K	5	0.22%	Increased
3286	SAM SignalPoint Asset Management Springfield, Missouri	$230K	+$201K	1	0.06%	New
3287	EWM Endowment Wealth Management Appleton, Wisconsin	$229K	-$58.8K	1	0.17%	Reduced
3288	PWM Paulson Wealth Management Wheaton, Illinois	$229K	+$175K	1	0.07%	New
3289	AT Arvest Trust Bartlesville, Oklahoma	$229K	-$138K	1	0.01%	Reduced
3290	MLIC Mandatum Life Insurance Company Helsinki, Finland	$228K	+$186K	1	0.08%	New
3291	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$228K	-$1.9M	1	0.11%	Reduced
3292	MMHP Murphy Middleton Hinkle & Parker Thomasville, Georgia	$228K	+$200K	1	0.13%	New
3293	ECM Elgethun Capital Management Sioux Falls, South Dakota	$227K	$0	1	0.06%	Maintained
3294	NC NBW Capital Boston, Massachusetts	$227K	-$28.4K	1	0.05%	Reduced
3295	OPA Old Port Advisors Portland, Maine	$226K	+$198K	1	0.07%	New
3296	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$226K	+$18.8K	1	0.01%	Increased
3297	PVM Palogic Value Management Dallas, Texas	$226K	+$2.35K	1	0.1%	Increased
3298	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$225K	+$197K	1	0.35%	New
3299	WCWM Willow Creek Wealth Management Sebastopol, California	$225K	+$197K	1	0.03%	New
3300	GB Goepper Burkhardt Greenville, South Carolina	$225K	+$186K	1	0.1%	New