← 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
776	Kimelman & Baird New York	$7.38M	+$7.71M	1	0.97%	New
777	KC Kepos Capital New York	$7.38M	+$4.75M	2	0.38%	Increased
778	Stratos Wealth Partners Beachwood, Ohio	$7.37M	-$879K	4	0.33%	Reduced
779	Advisors Capital Management Ridgewood, New Jersey	$7.37M	+$732K	1	0.51%	Increased
780	Mogy Joel R Investment Counsel Beverly Hills, California	$7.34M	+$722K	2	1.09%	Increased
781	Cambridge Investment Research Advisors Fairfield, Iowa	$7.31M	+$19.9K	11	0.08%	Increased
782	SAM Steinberg Asset Management New York	$7.27M	-$648K	1	3.74%	Reduced
783	Ingalls & Snyder LLC New York	$7.26M	+$1.37M	5	0.34%	Increased
784	KLCM Advisors Milwaukee, Wisconsin	$7.25M	+$7.23M	2	1.91%	Increased
785	Carnegie Investment Counsel Pepper Pike, Ohio	$7.22M	+$363K	3	0.55%	Increased
786	Capital Impact Advisors Boston, Massachusetts	$7.2M	$0	3	2.66%	Maintained
787	Apriem Advisors Irvine, California	$7.16M	+$44.9K	2	1.61%	Increased
788	Nicola Wealth Management Vancouver, British Columbia, Canada	$7.15M	-$760K	1	1.39%	Reduced
789	Homestead Advisers Arlington, Virginia	$7.12M	$0	1	0.11%	Maintained
790	Hodges Capital Management Dallas, Texas	$7.08M	-$17.1M	2	0.52%	Reduced
791	HAM Harber Asset Management Asheville, North Carolina	$7.08M	-$3.34M	1	2.22%	Reduced
792	Steinberg Global Asset Management Boca Raton, Florida	$7.08M	-$91.9K	2	1.04%	Reduced
793	Virtu Financial New York	$7.02M	+$1.62M	12	0.42%	Increased
794	Amica Mutual Insurance Providence, Rhode Island	$7M	+$424K	5	0.84%	Increased
795	Capital International Los Angeles, California	$6.94M	+$120K	4	1.21%	Increased
796	AIM Arcadia Investment Management Kalamazoo, Michigan	$6.9M	-$134K	2	1.92%	Reduced
797	CA Cullinan Associates Louisville, Kentucky	$6.89M	+$70.3K	3	0.53%	Increased
798	Seven Eight Capital New York	$6.83M	+$6M	4	0.48%	Increased
799	CEI Clark Estates Inc New York	$6.79M	+$3.48M	2	1.01%	Increased
800	Bourgeon Capital Management Darien, Connecticut	$6.78M	+$101K	2	3.65%	Increased