← 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
3776	TCOK Trust Company of Kansas Wichita, Kansas	$258K	+$222K	1	0.12%	New
3777	LF Lee Financial Dallas, Texas	$258K	+$222K	1	0.04%	New
3778	BPAMU BTG Pactual Asset Management US New York	$258K	-$15.3K	1	0.03%	Reduced
3779	NO Ninety One Cape Town, South Africa	$257K	$0	1	0.04%	Maintained
3780	SL Siren LLC Greenwich, Connecticut	$257K	-$122K	1	0.01%	Reduced
3781	SA Sage Advisors Boulder, Colorado	$256K	+$237K	1	0.18%	New
3782	IIM Ironwood Investment Management Boston, Massachusetts	$256K	+$221K	1	0.12%	New
3783	FWP Family Wealth Partners Matthews, North Carolina	$255K	+$254K	1	0.1%	New
3784	OAS Optivise Advisory Services Franklin, Tennessee	$254K	-$43.3K	1	0.13%	Reduced
3785	AFS AFG Fiduciary Services Hingham, Massachusetts	$254K	+$136K	1	0.16%	New
3786	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$254K	+$198K	1	0.04%	New
3787	2WWM 21 West Wealth Management Tustin, California	$254K	+$219K	1	0.26%	New
3788	SAM Sherman Asset Management Ventura, California	$253K	$0	2	0.22%	Maintained
3789	CCA Cottonwood Capital Advisors Salt Lake City, Utah	$253K	+$218K	1	0.17%	New
3790	PFG PAX Financial Group San Antonio, Texas	$252K	-$139K	1	0.05%	Reduced
3791	DFG Demars Financial Group Spokane Valley, Washington	$251K	+$228K	1	0.1%	New
3792	VBA von Borstel & Associates The Dalles, Oregon	$251K	+$616	1	0.07%	Increased
3793	LGA Lebenthal Global Advisors Hauppauge, New York	$250K	+$190K	1	0.05%	New
3794	PAM Peak Asset Management Louisville, Colorado	$250K	+$216K	1	0.05%	New
3795	NA Nautilus Advisors La Jolla, California	$250K	+$189K	1	0.18%	New
3796	SCA Sandy Cove Advisors Hingham, Massachusetts	$249K	+$215K	1	0.09%	New
3797	POIA Pin Oak Investment Advisors Houston, Texas	$248K	-$2K	4	0.21%	Reduced
3798	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$247K	+$10.1K	16	0.07%	Increased
3799	LFA LGT Financial Advisors Dallas, Texas	$247K	-$8.03K	8	0.63%	Reduced
3800	DWM Daner Wealth Management Alpharetta, Georgia	$247K	+$209K	1	0.17%	New