← 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	AP Appleton Partners Boston, Massachusetts	$1.08M	+$57.2K	1	0.22%	Increased
1227	Calamos Wealth Management Naperville, Illinois	$1.08M	-$64.9K	1	0.19%	Reduced
1228	TC Telemus Capital Southfield, Michigan	$1.08M	+$79.8K	2	0.13%	Increased
1229	AJ Ashburton (Jersey) St Helier, Jersey	$1.08M	-$311K	1	0.45%	Reduced
1230	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$1.08M	+$569K	3	0.14%	Increased
1231	Bragg Financial Advisors Charlotte, North Carolina	$1.07M	+$798K	1	0.19%	Increased
1232	CPO Cerity Partners OCIO New York	$1.07M	+$46.1K	1	0.11%	Increased
1233	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.06M	+$27.6K	1	0.9%	Increased
1234	Park National Corp Newark, Ohio	$1.05M	-$49.2K	2	0.07%	Reduced
1235	SRCM Swift Run Capital Management Charlottesville, Virginia	$1.05M	+$1.22M	1	0.67%	New
1236	AMIM Aull & Monroe Investment Management Mobile, Alabama	$1.05M	-$20.5K	2	0.6%	Reduced
1237	Catalyst Capital Advisors Huntington, New York	$1.04M	-$209K	2	0.19%	Reduced
1238	Simplicity Solutions Minneapolis, Minnesota	$1.03M	+$274K	2	0.55%	Increased
1239	FineMark National Bank & Trust Fort Myers, Florida	$1.03M	+$138K	8	0.11%	Increased
1240	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.01M	-$256K	1	0.79%	Reduced
1241	PFS Physicians Financial Services Raleigh, North Carolina	$1M	+$55.3K	2	0.88%	Increased
1242	WA WealthTrust Axiom Wayne, Pennsylvania	$997K	-$52.8K	1	0.38%	Reduced
1243	TWI Thomas White International Chicago, Illinois	$996K	+$119K	1	0.15%	Increased
1244	PGA Portland Global Advisors Portland, Maine	$991K	$0	1	0.45%	Maintained
1245	TCM Tributary Capital Management Omaha, Nebraska	$991K	-$20K	1	0.14%	Reduced
1246	MC Miles Capital West Des Moines, Iowa	$988K	+$42.3K	3	0.67%	Increased
1247	NRS Neville Rodie & Shaw New York	$987K	-$61.4K	2	0.12%	Reduced
1248	OIA Optimum Investment Advisors Chicago, Illinois	$986K	-$306K	1	0.38%	Reduced
1249	FBT First Bankers Trust Louisville, Kentucky	$984K	-$104K	1	0.55%	Reduced
1250	BBI Baxter Bros Inc Riverside, Connecticut	$977K	+$1M	1	0.34%	New