← 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	Buckingham Strategic Wealth Clayton, Missouri	$414K	$0	1	0.14%	Maintained
1427	Seizert Capital Partners Birmingham, Michigan	$413K	+$77.4K	1	0.02%	Increased
1428	SAM Silverback Asset Management Chapel Hill, North Carolina	$413K	+$184K	1	0.12%	Increased
1429	HCMNY Howard Capital Management (New York) New York	$412K	-$1.15K	1	0.07%	Reduced
1430	GPCM Granite Point Capital Management Boston, Massachusetts	$409K	-$1.29M	1	0.16%	Reduced
1431	CAAS Capital Asset Advisory Services Williamston, Michigan	$407K	-$257K	1	0.54%	Reduced
1432	CL CIM LLC Albany, New York	$405K	+$372K	1	0.19%	New
1433	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$401K	-$8.76K	1	0.02%	Reduced
1434	SCI S&CO Inc Boston, Massachusetts	$394K	$0	1	0.06%	Maintained
1435	RIG Renaissance Investment Group Lenox, Massachusetts	$393K	$0	1	0.19%	Maintained
1436	CIS Connors Investor Services Wyomissing, Pennsylvania	$392K	-$14.3K	1	0.07%	Reduced
1437	RB Rodgers Brothers Harmony, Pennsylvania	$392K	+$194	1	0.16%	Increased
1438	FTC Farmers Trust Company Youngstown, Ohio	$386K	$0	1	0.13%	Maintained
1439	M MOTCO San Antonio, Texas	$386K	+$20.6K	2	0.04%	Increased
1440	BOS Bingham Osborn & Scarborough San Francisco, California	$384K	+$373K	1	0.04%	New
1441	WCF West Coast Financial Santa Barbara, California	$379K	+$397K	1	0.12%	New
1442	CA Cambridge Advisors Omaha, Nebraska	$377K	-$11.1K	1	0.17%	Reduced
1443	HBK Sorce Advisory Erie, Pennsylvania	$374K	+$364K	1	0.07%	New
1444	BCM BTR Capital Management Oakland, California	$368K	$0	1	0.08%	Maintained
1445	Avalon Investment & Advisory Houston, Texas	$365K	-$11.7M	1	0.01%	Reduced
1446	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$365K	-$2.67K	6	0.1%	Reduced
1447	MRCM M&R Capital Management Summit, New Jersey	$365K	+$20.3K	3	0.1%	Increased
1448	Heritage Investors Management Corp Bethesda, Maryland	$362K	-$18.1K	1	0.03%	Reduced
1449	CBU CIBC Bank USA Chicago, Illinois	$358K	-$23.3K	2	0.05%	Reduced
1450	Moneta Group Investment Advisors St Louis, Missouri	$355K	-$236K	1	0.08%	Reduced