← 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
1351	NIM NuWave Investment Management Parsippany, New Jersey	$483K	+$480K	2	1.38%	Increased
1352	CPIM Columbia Partners Investment Management Alexandria, Virginia	$482K	+$523K	1	0.02%	New
1353	Wolverine Asset Management Chicago, Illinois	$479K	+$418K	3	0.01%	Increased
1354	Cetera Advisors Denver, Colorado	$477K	-$559K	1	0.04%	Reduced
1355	NME Notis-McConarty Edward	$477K	+$371K	2	0.34%	Increased
1356	JEW Jamison Eaton & Wood Bedminster, New Jersey	$474K	$0	1	0.13%	Maintained
1357	CTI Community Trust & Investment Versailles, Kentucky	$472K	+$115K	1	0.07%	Increased
1358	VIM Veritas Investment Management London, United Kingdom	$472K	-$161K	1	0.15%	Reduced
1359	BMC Benin Management Corp Wilton, Connecticut	$466K	+$521K	1	0.24%	New
1360	Atlantic Union Bankshares Glen Allen, Virginia	$460K	$0	1	0.22%	Maintained
1361	First Horizon Advisors Memphis, Tennessee	$458K	+$57.6K	8	0.07%	Increased
1362	QAM Quantres Asset Management Cayman, Cayman Islands	$458K	+$497K	1	0.46%	New
1363	DBT Dubuque Bank & Trust Dubuque, Iowa	$457K	-$11.7K	3	0.08%	Reduced
1364	Heritage Investors Management Corp Bethesda, Maryland	$455K	-$28.1K	1	0.04%	Reduced
1365	AF Aldebaran Financial	$453K	-$28.3K	1	0.41%	Reduced
1366	Loews Corp New York	$450K	+$155K	1	0%	Increased
1367	FNB First Niagara Bank Lockport, New York	$438K	-$71	1	0.09%	Reduced
1368	Fuller & Thaler Asset Management San Mateo, California	$433K	+$199K	3	0.02%	Increased
1369	HL HeadInvest LLC Portland, Maine	$431K	+$60.3K	1	0.17%	Increased
1370	BFIM Beese Fulmer Investment Management Canton, Ohio	$430K	+$14.2K	1	0.14%	Increased
1371	AWA ARS Wealth Advisors St. Petersburg, Florida	$428K	-$7.3K	1	0.2%	Reduced
1372	EMG Ellington Management Group Old Greenwich, Connecticut	$428K	+$420K	1	0.29%	New
1373	MHS M Holdings Securities Portland, Oregon	$428K	+$114K	2	0.24%	Increased
1374	AMG National Trust Bank Greenwood Village, Colorado	$422K	-$89K	1	0.04%	Reduced
1375	SCM Schnieders Capital Management Pasadena, California	$422K	-$47K	1	0.31%	Reduced