← 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	GFG Gray Financial Group Atlanta, Georgia	$474K	-$32.4K	1	0.2%	Reduced
1402	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$469K	-$67.4K	1	0.27%	Reduced
1403	SIA SeaBridge Investment Advisors Summit, New Jersey	$469K	$0	1	0.12%	Maintained
1404	HIC Holderness Investments Company Greensboro, North Carolina	$462K	$0	1	0.46%	Maintained
1405	Giverny Capital Montreal, Quebec, Canada	$461K	$0	1	0.09%	Maintained
1406	RIL Rothschild Investment LLC Chicago, Illinois	$460K	-$1.2M	2	0.06%	Reduced
1407	NL NWAM LLC Mercer Island, Washington	$458K	-$24.8K	1	0.03%	Reduced
1408	BA Birinyi Associates Westport, Connecticut	$456K	+$478K	1	0.25%	New
1409	WIA Westbourne Investment Advisors Annapolis, Maryland	$456K	-$90.5K	1	0.4%	Reduced
1410	AI ArchPoint Investors Coral Gables, Florida	$452K	$0	1	0.26%	Maintained
1411	HighPoint Advisor Group Downers Grove, Illinois	$452K	+$157K	2	0.16%	Increased
1412	Element Capital Management New York	$449K	+$171K	1	0.08%	Increased
1413	TCM Telos Capital Management San Diego, California	$445K	-$13.8K	1	0.21%	Reduced
1414	IAM Integre Asset Management New York	$444K	$0	1	0.14%	Maintained
1415	CL CPWM LLC Seattle, Washington	$443K	$0	1	0.1%	Maintained
1416	NB Nicolet Bankshares Green Bay, Wisconsin	$442K	+$33.3K	1	0.26%	Increased
1417	GLI Guardian Life Insurance New York	$439K	-$14.9M	6	0.04%	Reduced
1418	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$432K	-$530K	1	0.2%	Reduced
1419	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$428K	-$30.7K	1	0.21%	Reduced
1420	Eventide Asset Management Boston, Massachusetts	$427K	+$45.3K	1	0.03%	Increased
1421	VCAM Van Cleef Asset Management Beachwood, Ohio	$424K	$0	1	0.14%	Maintained
1422	WPC Waters Parkerson & Co New Orleans, Louisiana	$420K	-$84.7K	1	0.04%	Reduced
1423	MIM Midwest Investment Management Cleveland, Ohio	$419K	$0	1	0.36%	Maintained
1424	WBG Wharton Business Group Malvern, Pennsylvania	$417K	+$410K	1	0.05%	New
1425	HT HAP Trading New York	$416K	+$434K	2	0.01%	New