← 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
1301	CK Cohen Klingenstein New York	$718K	$0	1	0.12%	Maintained
1302	Geneos Wealth Management Englewood, Colorado	$714K	-$1.01M	11	0.1%	Reduced
1303	PP Pegasus Partners Mequon, Wisconsin	$714K	+$704K	1	0.34%	New
1304	TH Timber Hill Greenwich, Connecticut	$714K	+$304K	1	0%	Increased
1305	MIG Mariner Investment Group Harrison, New York	$711K	-$655K	1	0.37%	Reduced
1306	PIC Portland Investment Counsel Burlington, Ontario, Canada	$709K	+$88.9K	1	1.11%	Increased
1307	ZF Zhang Financial Portage, Michigan	$708K	-$5.82K	1	0.39%	Reduced
1308	SRP Saddle Road Partners Omaha, Nebraska	$699K	$0	1	0.4%	Maintained
1309	TCB Texas Capital Bancshares Dallas, Texas	$697K	$0	1	1.58%	Maintained
1310	WIP Wellesley Investment Partners Wellesley, Massachusetts	$697K	+$261K	1	0.36%	Increased
1311	ZCM Zebra Capital Management Stamford, Connecticut	$692K	+$103K	1	0.22%	Increased
1312	CP Camelot Portfolios Maumee, Ohio	$691K	+$680K	1	0.37%	New
1313	WPP Whalerock Point Partners Providence, Rhode Island	$691K	+$681K	1	0.29%	New
1314	Oberweis Asset Management Lisle, Illinois	$684K	-$1.86M	1	0.2%	Reduced
1315	ICM ISZO Capital Management New York	$682K	+$589K	1	3.86%	New
1316	TFA Transamerica Financial Advisors St. Petersburg, Florida	$675K	+$45.8K	1	0.07%	Increased
1317	GLRA Gerald L. Ray & Associates Dallas, Texas	$667K	-$78.9K	2	0.1%	Reduced
1318	Gofen & Glossberg Chicago, Illinois	$663K	-$35.8K	1	0.03%	Reduced
1319	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$661K	$0	2	0.14%	Maintained
1320	AIM Acrospire Investment Management Chicago, Illinois	$656K	+$97.1K	9	0.44%	Increased
1321	GA Greenhaven Associates Purchase, New York	$655K	+$35K	1	0.01%	Increased
1322	Bartlett & Co Cincinnati, Ohio	$652K	+$6.47K	4	0.03%	Increased
1323	CCM Cobalt Capital Management Short Hills, New Jersey	$647K	-$8.47M	1	0.1%	Reduced
1324	MJP Michael J. Puzo	$646K	+$373K	2	0.37%	Increased
1325	Waratah Capital Advisors Toronto, Ontario, Canada	$643K	+$60.8K	1	0.11%	Increased