← 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
1401	WCM Washington Capital Management Seattle, Washington	$349K	$0	1	0.14%	Maintained
1402	FM Foster & Motley Cincinnati, Ohio	$347K	-$109K	1	0.08%	Reduced
1403	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$346K	$0	3	0.06%	Maintained
1404	DD Dominick & Dominick New York	$345K	+$15.6K	1	0.17%	Increased
1405	OCG Opus Capital Group Cincinnati, Ohio	$339K	$0	1	0.05%	Maintained
1406	WCM Wallace Capital Management Dallas, Texas	$339K	-$118K	1	0.07%	Reduced
1407	Epoch Investment Partners New York	$337K	+$28.7K	1	0%	Increased
1408	AB AT Bancorp Dubuque, Iowa	$331K	$0	1	0.1%	Maintained
1409	GGPS Gary Goldberg Planning Services Suffern, New York	$329K	+$13.7K	3	0.14%	Increased
1410	WI Wedgewood Investors Erie, Pennsylvania	$325K	-$7.09K	1	0.34%	Reduced
1411	BC Banced Corp Edwardsville, Illinois	$323K	+$321K	1	0.37%	New
1412	3NC 300 North Capital Pasadena, California	$322K	+$106K	1	0.09%	Increased
1413	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$322K	$0	1	0.11%	Maintained
1414	WEC Winslow Evans & Crocker Boston, Massachusetts	$321K	+$7.84K	7	0.09%	Increased
1415	WA Wheatland Advisors Lancaster, Pennsylvania	$319K	$0	1	0.32%	Maintained
1416	Brighton Jones LLC Seattle, Washington	$318K	$0	1	0.07%	Maintained
1417	SPC Stewart & Patten Company Lafayette, California	$313K	$0	1	0.06%	Maintained
1418	TFF Timothy F. Fidgeon	$313K	-$17.5K	1	0.15%	Reduced
1419	VCAM Van Cleef Asset Management Beachwood, Ohio	$312K	-$16.5K	1	0.13%	Reduced
1420	PCM Piermont Capital Management St. Louis, Missouri	$306K	+$300K	1	0.12%	New
1421	GAM Gould Asset Management Claremont, California	$301K	-$13.6K	1	0.15%	Reduced
1422	TNB Thomasville National Bank Thomasville, Georgia	$300K	-$20.2K	1	0.11%	Reduced
1423	IFS Ifrah Financial Services Little Rock, Arkansas	$297K	-$581	1	0.11%	Reduced
1424	DMC Drexel Morgan & Co Radnor, Pennsylvania	$296K	$0	1	0.36%	Maintained
1425	Prospera Financial Services Dallas, Texas	$294K	-$337K	1	0.08%	Reduced