← 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
1226	I2I Insight 2811 Inc Chicago, Illinois	$1.05M	-$139K	1	0.51%	Reduced
1227	MAA Mraz Amerine & Associates Modesto, California	$1.04M	-$1.16K	1	0.39%	Reduced
1228	VAM Verity Asset Management Durham, North Carolina	$1.04M	+$1.09M	2	1%	New
1229	FA FMA Advisory Harrisburg, Pennsylvania	$1.04M	+$59.6K	1	0.36%	Increased
1230	SAA Southeast Asset Advisors Thomasville, Georgia	$1.04M	-$588K	2	0.37%	Reduced
1231	PGA Portland Global Advisors Portland, Maine	$1.03M	+$7.75K	1	0.53%	Increased
1232	FBT First Bankers Trust Louisville, Kentucky	$1.02M	+$27.6K	1	0.44%	Increased
1233	NI Nuance Investments Kansas City, Missouri	$1.02M	+$467K	1	0.11%	Increased
1234	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$1.01M	+$1.08M	1	1.02%	New
1235	Simplex Trading Chicago, Illinois	$1.01M	+$1.04M	8	0.12%	New
1236	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$1.01M	+$27.5K	2	0.13%	Increased
1237	CCT Capital City Trust Tallahassee, Florida	$1M	$0	1	0.41%	Maintained
1238	RDM Retirement Design & Management Westport, Connecticut	$1M	+$973K	1	0.76%	New
1239	AMIM Aull & Monroe Investment Management Mobile, Alabama	$1M	-$13.2K	2	0.54%	Reduced
1240	FHC First Heartland Consultants Lake St. Louis, Missouri	$1M	$0	1	0.41%	Maintained
1241	CTA Chesley Taft & Associates Chicago, Illinois	$1M	+$55K	2	0.1%	Increased
1242	NFG Next Financial Group Houston, Texas	$991K	-$426K	9	0.33%	Reduced
1243	FMA FNY Managed Accounts New York	$990K	+$726K	2	1.16%	Increased
1244	BCM Bluefin Capital Management New York	$987K	-$299K	5	0.06%	Reduced
1245	WA WFG Advisors Dallas, Texas	$985K	+$69K	8	0.2%	Increased
1246	AFG Albion Financial Group Salt Lake City, Utah	$984K	-$253K	2	0.17%	Reduced
1247	Burgundy Asset Management Toronto, Ontario, Canada	$979K	+$937K	1	0.01%	New
1248	WA Winfield Associates Cleveland, Ohio	$978K	-$92.3K	3	0.72%	Reduced
1249	IFS Ifrah Financial Services Little Rock, Arkansas	$976K	+$595K	2	0.38%	Increased
1250	PGIM Pacific Global Investment Management Glendale, California	$973K	-$21.7K	1	0.17%	Reduced