← 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
1451	NEAM New England Asset Management Farmington, Connecticut	$255K	$0	1	0.01%	Maintained
1452	LC Lakeshore Capital Birmingham, Alabama	$254K	$0	1	0.25%	Maintained
1453	GAM Griffin Asset Management New York	$253K	-$6.74K	1	0.08%	Reduced
1454	NIM Northeast Investment Management Boston, Massachusetts	$253K	-$20.6K	1	0.03%	Reduced
1455	TCM Tufton Capital Management Hunt Valley, Maryland	$253K	$0	1	0.05%	Maintained
1456	PAS Partnervest Advisory Services Santa Barbara, California	$251K	-$65.5K	1	0.13%	Reduced
1457	SouthState Corp Winter Haven, Florida	$250K	-$72.9K	1	0.04%	Reduced
1458	FFC First Financial Corp Terre Haute, Indiana	$248K	+$37.3K	3	0.12%	Increased
1459	BEAM Baker Ellis Asset Management Vancouver, Washington	$245K	$0	1	0.08%	Maintained
1460	AI ArchPoint Investors Coral Gables, Florida	$244K	+$18.1K	1	0.21%	Increased
1461	MRCM M&R Capital Management Summit, New Jersey	$244K	$0	1	0.06%	Maintained
1462	ACM Ashford Capital Management Wilmington, Delaware	$243K	$0	1	0.05%	Maintained
1463	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$242K	+$70	1	0.12%	Increased
1464	Seizert Capital Partners Birmingham, Michigan	$242K	-$5.32K	1	0%	Reduced
1465	PTA Pear Tree Advisors Lincoln, Massachusetts	$241K	$0	2	0.19%	Maintained
1466	IT Independence Trust Franklin, Tennessee	$240K	$0	1	0.16%	Maintained
1467	MC Miles Capital West Des Moines, Iowa	$240K	$0	1	0.13%	Maintained
1468	PVH Psagot Value Holdings Tel Aviv, Israel	$240K	+$9.72K	3	0.01%	Increased
1469	ACM Alta Capital Management Salt Lake City, Utah	$236K	-$13.3K	1	0.02%	Reduced
1470	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$235K	+$234K	1	0.01%	New
1471	CAIMH Central Asset Investments & Management Holdings Hong Kong	$234K	+$342K	1	0.14%	New
1472	TC Telemus Capital Southfield, Michigan	$233K	$0	1	0.06%	Maintained
1473	Wilmington Savings Fund Society Wilmington, Delaware	$232K	-$17.4K	1	0.01%	Reduced
1474	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$230K	+$256K	1	0.11%	New
1475	CCT Country Club Trust Kansas City, Missouri	$230K	$0	1	0.03%	Maintained