← 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	SAM Shikiar Asset Management New York	$319K	-$196K	1	0.15%	Reduced
1452	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$317K	+$174K	2	0.08%	Increased
1453	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$316K	$0	1	1.02%	Maintained
1454	EIM Essex Investment Management Boston, Massachusetts	$316K	+$317K	1	0.05%	New
1455	BCM Bienville Capital Management New York	$314K	+$326K	1	0.13%	New
1456	MPM Meritage Portfolio Management Overland Park, Kansas	$314K	$0	1	0.03%	Maintained
1457	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$313K	$0	1	0.22%	Maintained
1458	Baker Avenue Asset Management San Francisco, California	$312K	+$337K	1	0.04%	New
1459	CA Cambridge Advisors Omaha, Nebraska	$311K	-$205K	1	0.18%	Reduced
1460	CBU CIBC Bank USA Chicago, Illinois	$311K	-$27.4K	1	0.05%	Reduced
1461	WIM Wilen Investment Management Bonita Springs, Florida	$308K	$0	1	0.21%	Maintained
1462	IAM Integre Asset Management New York	$305K	$0	1	0.06%	Maintained
1463	SRAM Stone Ridge Asset Management New York	$305K	$0	1	0.7%	Maintained
1464	LC Lakeshore Capital Birmingham, Alabama	$304K	$0	1	0.52%	Maintained
1465	ACM Alethea Capital Management Mercer Island, Washington	$302K	+$341K	1	0.46%	New
1466	HCM Highlander Capital Management Short Hills, New Jersey	$297K	-$12.9K	1	0.27%	Reduced
1467	ACM Ashford Capital Management Wilmington, Delaware	$296K	$0	1	0.07%	Maintained
1468	GFG Gray Financial Group Atlanta, Georgia	$296K	$0	1	0.11%	Maintained
1469	MJP Michael J. Puzo	$296K	$0	1	0.19%	Maintained
1470	PIA Phoenix Investment Adviser New York	$296K	-$212K	1	0.29%	Reduced
1471	DCM DAFNA Capital Management Los Angeles, California	$295K	$0	1	0.25%	Maintained
1472	EC EJF Capital Arlington, Virginia	$295K	+$312K	1	0.01%	New
1473	AB Atlas Brown Louisville, Kentucky	$294K	-$27.9K	1	0.11%	Reduced
1474	MCM Murphy Capital Management Bedminster, New Jersey	$291K	-$99.3K	1	0.04%	Reduced
1475	CT Cambridge Trust Cambridge, Massachusetts	$289K	-$25.3K	1	0.02%	Reduced