← 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
651	BP Boston Provident Englewood, New Jersey	$9.34M	+$263K	1	4.43%	Increased
652	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$9.33M	+$248K	3	0.99%	Increased
653	TAM Tiverton Asset Management Wilimington, Delaware	$9.31M	+$9.06M	1	0.19%	New
654	Nomura Holdings Tokyo, Japan	$9.31M	-$3.7M	6	0.03%	Reduced
655	AFIA America First Investment Advisors Omaha, Nebraska	$9.27M	+$55.8K	1	3.98%	Increased
656	OA OFI Advisors Philadelphia, Pennsylvania	$9.23M	+$316K	11	0.55%	Increased
657	GIM Goelzer Investment Management Carmel, Indiana	$9.23M	-$226K	2	1.39%	Reduced
658	BRCA Birch Run Capital Advisors Dallas, Texas	$9.23M	$0	1	2.18%	Maintained
659	HL Financial Services Louisville, Kentucky	$9.16M	+$856K	3	0.25%	Increased
660	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$9.16M	-$166K	1	1.1%	Reduced
661	Stephens Inc Little Rock, Arkansas	$9.11M	+$486K	3	0.42%	Increased
662	PL Parkwood LLC Cleveland, Ohio	$9.11M	-$682K	4	1.14%	Reduced
663	Veritable Wilmington, Delaware	$9.09M	+$689K	7	0.19%	Increased
664	OCM Olstein Capital Management Purchase, New York	$8.99M	+$713K	1	0.97%	Increased
665	BCM Basswood Capital Management New York	$8.92M	+$612K	1	0.42%	Increased
666	Carson Wealth (CWM LLC) Omaha, Nebraska	$8.87M	-$326K	2	0.9%	Reduced
667	WIC Willis Investment Counsel Gainesville, Georgia	$8.86M	+$440K	2	0.82%	Increased
668	KS Karpas Strategies Litchfield, Connecticut	$8.85M	+$53K	1	4.29%	Increased
669	CA CapWealth Advisors Franklin, Tennessee	$8.81M	+$72K	2	2.07%	Increased
670	DSI Daiwa SB Investments Tokyo, Japan	$8.79M	+$7.21M	3	1.57%	Increased
671	GHF Good Harbor Financial Barrington, Illinois	$8.74M	-$2.14M	1	0.59%	Reduced
672	Profund Advisors Bethesda, Maryland	$8.71M	-$1.8M	11	0.34%	Reduced
673	PEAK6 Group Chicago, Illinois	$8.68M	-$1M	7	0.07%	Reduced
674	AAC Asset Advisors Corp Augusta, Georgia	$8.61M	-$558K	1	1.93%	Reduced
675	WSA Wall Street Associates Lajolla, California	$8.6M	-$4.87M	2	0.81%	Reduced