← 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
3676	TPWA TRUE Private Wealth Advisors Salem, Oregon	$305K	+$10.1K	1	0.03%	Increased
3677	TFA Toth Financial Advisory Leesburg, Virginia	$305K	+$23.9K	7	0.04%	Increased
3678	ICM IMS Capital Management Portland, Oregon	$305K	$0	1	0.14%	Maintained
3679	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$305K	-$1.25K	4	0.05%	Reduced
3680	MGCM Mane Global Capital Management New York	$304K	+$230K	1	0.01%	New
3681	RFO RiverGlades Family Offices Naples, Florida	$303K	$0	1	0.2%	Maintained
3682	QWM Quaker Wealth Management Moorestown, New Jersey	$303K	+$289K	12	0.1%	New
3683	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$301K	$0	1	0.03%	Maintained
3684	T Tidemark San Diego, California	$301K	+$53.2K	7	0.1%	Increased
3685	HAS HBW Advisory Services Simi Valley, California	$300K	+$227K	1	0.04%	New
3686	AFS Access Financial Services Minneapolis, Minnesota	$300K	-$1.03M	1	0.11%	Reduced
3687	SCA Sulzberger Capital Advisors Miami, Florida	$298K	$0	1	0.35%	Maintained
3688	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$297K	-$12.4K	1	0.03%	Reduced
3689	ST Sentinel Trust Houston, Texas	$296K	-$326K	1	0.03%	Reduced
3690	PWMG Private Wealth Management Group Princeton, New Jersey	$296K	+$7.67K	18	0.1%	Increased
3691	TA Teton Advisors Rye, New York	$296K	$0	1	0.18%	Maintained
3692	XC XY Capital Central, Hong Kong	$294K	-$2.34M	1	0.2%	Reduced
3693	YIM Yoffe Investment Management Lemoyne, Pennsylvania	$294K	$0	1	0.4%	Maintained
3694	SFG Seamount Financial Group Colorado Springs, Colorado	$294K	+$16.4K	1	0.15%	Increased
3695	DI Disciplined Investors Waco, Texas	$293K	-$106K	1	0.23%	Reduced
3696	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$292K	+$45.1K	7	0.11%	Increased
3697	CPWA Cerro Pacific Wealth Advisors San Luis Obispo, California	$291K	+$35.5K	1	0.08%	Increased
3698	IA Intellus Advisors Naples, Florida	$291K	-$8.62K	1	0.04%	Reduced
3699	RFG REAP Financial Group Austin, Texas	$290K	+$131K	3	0.07%	Increased
3700	CWA Cascade Wealth Advisors Wenatchee, Washington	$290K	$0	1	0.16%	Maintained