← 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
1426	GF Gerstein Fisher New York	$283K	-$990K	1	0.06%	Reduced
1427	JCM JD Capital Management Darien, Connecticut	$276K	+$277K	1	0.05%	New
1428	CCA Cobblestone Capital Advisors Rochester, New York	$275K	-$327K	1	0.05%	Reduced
1429	Apex Capital Management Dayton, Ohio	$272K	-$13.8K	1	0.01%	Reduced
1430	SCM Stux Capital Management New York	$271K	-$804K	1	0.03%	Reduced
1431	Alpha Cubed Investments Irvine, California	$269K	-$28.4K	1	0.14%	Reduced
1432	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$268K	-$83.7K	3	0.09%	Reduced
1433	Prospera Financial Services Dallas, Texas	$266K	$0	1	0.08%	Maintained
1434	MC Middleton & Co Boston, Massachusetts	$263K	-$60.1K	1	0.06%	Reduced
1435	Boston Financial Management Boston, Massachusetts	$262K	-$50.5K	1	0.04%	Reduced
1436	Wilmington Savings Fund Society Wilmington, Delaware	$259K	-$55.6K	1	0.01%	Reduced
1437	SIM Strategic Investment Management Arlington, Virginia	$258K	+$243K	1	0.04%	New
1438	WCM Washington Capital Management Seattle, Washington	$256K	$0	1	0.09%	Maintained
1439	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$254K	-$87.7K	2	0.06%	Reduced
1440	AI ArchPoint Investors Coral Gables, Florida	$250K	$0	1	0.23%	Maintained
1441	CEP Chicago Equity Partners Chicago, Illinois	$250K	-$17.9K	1	0.01%	Reduced
1442	IC IKOS CIF Limassol, Cyprus	$249K	+$109K	1	0.38%	Increased
1443	CC Courier Capital Buffalo, New York	$248K	-$47.9K	1	0.05%	Reduced
1444	NCM Noesis Capital Mangement Boca Raton, Florida	$247K	-$180K	1	0.12%	Reduced
1445	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$246K	-$47.5K	1	0.15%	Reduced
1446	LWM Lenox Wealth Management Cincinnati, Ohio	$243K	-$58.6K	2	0.13%	Reduced
1447	IT Independence Trust Franklin, Tennessee	$242K	$0	1	0.17%	Maintained
1448	Wedbush Securities Los Angeles, California	$240K	-$87.3K	1	0.04%	Reduced
1449	CAM Chesapeake Asset Management New York	$238K	+$238K	1	0.16%	New
1450	CCB Cutter & Co Brokerage Ballwin, Missouri	$236K	$0	1	0.09%	Maintained