← 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	TDC Thompson Davis & Co Richmond, Virginia	$422K	+$209K	9	0.59%	Increased
1352	CI Cavalier Investments Alpharetta, Georgia	$417K	+$410K	1	0.35%	New
1353	KLWA Kelly Lawrence W & Associates Pasadens, California	$412K	+$253K	2	0.1%	Increased
1354	ANB Amarillo National Bank Amarillo, Texas	$411K	-$12K	1	0.21%	Reduced
1355	Sageworth Trust Lancaster, Pennsylvania	$411K	$0	1	0.12%	Maintained
1356	PAG Pinnacle Advisory Group Columbia, Maryland	$409K	+$428K	1	0.04%	New
1357	FC Forte Capital Rochester, New York	$407K	+$3.26K	1	0.19%	Increased
1358	GCIA Gabelli & Co Investment Advisers Rye, New York	$405K	-$88.6K	1	0.06%	Reduced
1359	CPIM Columbia Partners Investment Management Alexandria, Virginia	$403K	-$13.7K	1	0.03%	Reduced
1360	HIC Holderness Investments Company Greensboro, North Carolina	$399K	-$15.4K	1	0.42%	Reduced
1361	RSS Rosenblum Silverman Sutton San Francisco, California	$399K	-$29.5K	1	0.19%	Reduced
1362	BFIM Beese Fulmer Investment Management Canton, Ohio	$397K	+$88.6K	1	0.13%	Increased
1363	TCM Telos Capital Management San Diego, California	$397K	-$1.31M	1	0.24%	Reduced
1364	TFA Transamerica Financial Advisors St. Petersburg, Florida	$397K	+$7.45K	3	0.03%	Increased
1365	SIG Schooner Investment Group Wayne, Pennsylvania	$394K	-$148K	2	0.28%	Reduced
1366	CCP Clough Capital Partners Boston, Massachusetts	$392K	+$445K	1	0.02%	New
1367	ATC Argent Trust Co Nashville, Tennessee	$384K	+$11.2K	1	0.22%	Increased
1368	AL Agran Libbie Santa Monica, California	$383K	$0	1	0.11%	Maintained
1369	NAM North American Management Boston, Massachusetts	$383K	-$94.5K	1	0.06%	Reduced
1370	FCCM First City Capital Management Savannah, Georgia	$382K	+$14.7K	2	0.28%	Increased
1371	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$379K	-$17.7K	4	0.08%	Reduced
1372	WP WMS Partners Towson, Maryland	$379K	-$97.1K	1	0.06%	Reduced
1373	MIM Midwest Investment Management Cleveland, Ohio	$374K	$0	1	0.32%	Maintained
1374	WCM Westend Capital Management Sausalito, California	$373K	+$20.2K	1	0.47%	Increased
1375	JFA JNBA Financial Advisors Bloomington, Minnesota	$372K	-$16K	3	0.16%	Reduced