← 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	Dodge & Cox San Francisco, California	$351K	-$135K	1	0%	Reduced
1452	FTC Farmers Trust Company Youngstown, Ohio	$351K	$0	1	0.11%	Maintained
1453	GIM Greylin Investment Management Orange, Virginia	$349K	$0	1	0.09%	Maintained
1454	PAA Peregrine Asset Advisers Portland, Oregon	$347K	+$334K	1	0.23%	New
1455	Eventide Asset Management Boston, Massachusetts	$346K	+$40.3K	1	0.02%	Increased
1456	Heritage Investors Management Corp Bethesda, Maryland	$346K	+$676	1	0.03%	Increased
1457	RW Rand Wealth Baltimore, Maryland	$345K	-$3.02K	1	0.05%	Reduced
1458	LA Lucus Advisors New York	$341K	-$705K	1	0.28%	Reduced
1459	BW Gestao de Investimentos Sao Paulo, Brazil	$340K	$0	1	0.39%	Maintained
1460	BCM BTR Capital Management Oakland, California	$334K	-$6.14K	1	0.08%	Reduced
1461	WAM Weatherly Asset Management Del Mar, California	$334K	+$289K	1	0.11%	New
1462	SignatureFD Atlanta, Georgia	$333K	+$52.5K	10	0.05%	Increased
1463	WIS Wright Investors Service Shelton, Connecticut	$333K	+$8.84K	1	0.14%	Increased
1464	AT Argent Trust San Antonio, Texas	$331K	+$32.4K	1	0.1%	Increased
1465	JFA JNBA Financial Advisors Bloomington, Minnesota	$328K	+$34K	4	0.09%	Increased
1466	MRCM M&R Capital Management Summit, New Jersey	$327K	+$101K	3	0.1%	Increased
1467	CA Cambridge Advisors Omaha, Nebraska	$321K	$0	1	0.15%	Maintained
1468	HighPoint Advisor Group Downers Grove, Illinois	$321K	+$299K	1	0.11%	New
1469	MSR Main Street Research Lakeville, Connecticut	$318K	$0	1	0.07%	Maintained
1470	DCM Delta Capital Management Red Bank, New Jersey	$313K	$0	1	0.24%	Maintained
1471	Forvis Mazars Wealth Advisors Springfield, Missouri	$312K	+$3.2K	1	0.05%	Increased
1472	PI Pettee Investors Rowayton, Connecticut	$311K	$0	1	0.3%	Maintained
1473	AB Atlas Brown Louisville, Kentucky	$308K	$0	1	0.12%	Maintained
1474	HM Payson & Co Portland, Maine	$305K	$0	1	0.02%	Maintained
1475	Seizert Capital Partners Birmingham, Michigan	$304K	+$98.3K	1	0.01%	Increased