← 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
3876	GFG Genesis Financial Group Paramus, New Jersey	$746K	-$11.6K	1	0.49%	Reduced
3877	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$746K	+$52.4K	1	0.42%	Increased
3878	AFT Alpha Family Trust Los Angeles, California	$745K	$0	2	0.3%	Maintained
3879	WA1 Wimmer Associates 1 Pasadena, California	$745K	-$17K	2	0.34%	Reduced
3880	WCM Windsor Capital Management Phoenix, Arizona	$744K	-$63.5K	1	0.19%	Reduced
3881	SSA Shepherd Street Advisors Larkspur, California	$743K	+$134K	1	0.65%	Increased
3882	CW Code Waechter Tampa, Florida	$742K	-$23K	1	0.38%	Reduced
3883	FCM Fire Capital Management San Francisco, California	$742K	+$686K	2	0.3%	New
3884	CWG Crown Wealth Group Charlotte, North Carolina	$742K	+$6.97K	2	0.19%	Increased
3885	VF Vista Finance Clayton, Missouri	$742K	-$34.4K	2	0.41%	Reduced
3886	KFP Kerr Financial Planning Fresno, California	$742K	-$3.98K	8	0.83%	Reduced
3887	HFP Holistic Financial Partners Indianapolis, Indiana	$741K	-$220K	2	0.45%	Reduced
3888	MC Matters Capital Miami, Florida	$740K	$0	2	0.52%	Maintained
3889	LAS Legacy Advisory Services Exton, Pennsylvania	$740K	-$11.5K	2	0.52%	Reduced
3890	PVM Palogic Value Management Dallas, Texas	$739K	+$6.38K	2	0.24%	Increased
3891	SFS Symphony Financial Services Akron, Ohio	$735K	+$6.99K	2	0.33%	Increased
3892	Balentine LLC Atlanta, Georgia	$735K	-$57.2K	2	0.03%	Reduced
3893	TAM Trust Asset Management Houston, Texas	$734K	-$9.01K	1	0.05%	Reduced
3894	FI FWG Investments Lexington, Kentucky	$734K	-$64.3K	2	0.39%	Reduced
3895	OLA Oliver Luxxe Assets Gladstone, New Jersey	$733K	-$227K	1	0.11%	Reduced
3896	EMAM Encompass More Asset Management Danville, California	$730K	-$155K	2	0.11%	Reduced
3897	RI Ruggiero Investments West Palm Beach, Florida	$727K	+$191K	1	0.61%	Increased
3898	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$727K	$0	1	0.15%	Maintained
3899	DIM DLK Investment Management Solana Beach, California	$723K	-$33.2K	3	0.31%	Reduced
3900	LCG Lakeshore Capital Group Rolling Meadows, Illinois	$723K	-$3.26K	1	0.54%	Reduced