← 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
4001	JCP JB Capital Partners Armonk, New York	$618K	$0	1	0.1%	Maintained
4002	LHC Little House Capital Braintree, Massachusetts	$618K	+$69K	1	0.14%	Increased
4003	MWAM Manhattan West Asset Management Los Angeles, California	$614K	+$2.54K	2	0.1%	Increased
4004	SAI Systematic Alpha Investments Princeton, New Jersey	$614K	$0	1	0.02%	Maintained
4005	QWM Quaker Wealth Management Moorestown, New Jersey	$614K	+$43.2K	14	0.18%	Increased
4006	SF SageOak Financial Tulsa, Oklahoma	$612K	$0	1	0.4%	Maintained
4007	YWM Yoder Wealth Management Walnut Creek, California	$611K	+$2.27K	2	0.24%	Increased
4008	BLAM Bourne Lent Asset Management Pawling, New York	$611K	$0	1	0.21%	Maintained
4009	BFWM Bright Futures Wealth Management Webster, Ny 14580, New York	$608K	+$256K	2	0.39%	Increased
4010	UIM Unified Investment Management Atlanta, Georgia	$608K	+$221K	2	0.56%	Increased
4011	DHC Drum Hill Capital Westport, Connecticut	$607K	$0	1	0.62%	Maintained
4012	CAP Cordoba Advisory Partners New York	$606K	-$175K	1	0.13%	Reduced
4013	CVA Central Valley Advisors Sacramento, California	$605K	-$13.7K	2	0.16%	Reduced
4014	TAM TCP Asset Management Columbus, Ohio	$605K	-$44.9K	2	0.07%	Reduced
4015	SAM Smith Asset Management Chiefland, Florida	$601K	$0	1	0.47%	Maintained
4016	KIC Keating Investment Counselors Delray Beach, Florida	$600K	-$43.6K	1	0.16%	Reduced
4017	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$599K	$0	1	0.21%	Maintained
4018	DWM Dogwood Wealth Management Lenexa, Kansas	$597K	-$191K	18	0.24%	Reduced
4019	IPAM Investment Partners Asset Management Metuchen, New Jersey	$596K	+$307K	2	0.33%	Increased
4020	CCMG Connecticut Capital Management Group Milford, Connecticut	$592K	+$195K	2	0.48%	Increased
4021	EL Essex LLC Deer Park, Illinois	$590K	+$203K	2	0.09%	Increased
4022	AMG APS Management Group Torrance, California	$589K	-$120K	1	0.45%	Reduced
4023	TA Townsend & Associates Westminster, Colorado	$588K	$0	1	0.05%	Maintained
4024	CCI Credit Capital Investments Livingston, New Jersey	$588K	+$214K	2	0.34%	Increased
4025	AW Avion Wealth The Woodlands, Texas	$584K	+$48.9K	24	0.11%	Increased