← 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
1476	FM Foster & Motley Cincinnati, Ohio	$298K	-$18K	1	0.07%	Reduced
1477	MJP Michael J. Puzo	$298K	+$680	1	0.19%	Increased
1478	MRCM M&R Capital Management Summit, New Jersey	$296K	+$34.7K	1	0.07%	Increased
1479	Dodge & Cox San Francisco, California	$293K	$0	1	0%	Maintained
1480	IPC Independent Portfolio Consultants Boca Raton, Florida	$291K	-$54.4K	5	0.06%	Reduced
1481	WCM Westend Capital Management Sausalito, California	$290K	+$20.9K	1	0.34%	Increased
1482	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$289K	+$75.6K	1	0.14%	Increased
1483	NPA Nichols & Pratt Advisers Boston, Massachusetts	$287K	$0	1	0.03%	Maintained
1484	WEC Winslow Evans & Crocker Boston, Massachusetts	$284K	-$34.3K	5	0.08%	Reduced
1485	RCM Reynolds Capital Management Las Vegas, Nevada	$281K	-$134K	1	0.25%	Reduced
1486	AB AT Bancorp Dubuque, Iowa	$279K	$0	1	0.08%	Maintained
1487	SRAM Stone Ridge Asset Management New York	$279K	-$286K	1	0.7%	Reduced
1488	GFG Gray Financial Group Atlanta, Georgia	$276K	+$274K	1	0.1%	New
1489	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$275K	+$276K	1	0.17%	New
1490	WIS Wright Investors Service Shelton, Connecticut	$275K	-$7.34K	1	0.13%	Reduced
1491	AAIM American Assets Investment Management San Diego, California	$274K	$0	1	0.09%	Maintained
1492	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$273K	$0	1	0.09%	Maintained
1493	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$273K	-$382K	1	0.03%	Reduced
1494	ACM Ashford Capital Management Wilmington, Delaware	$271K	-$453	1	0.06%	Reduced
1495	WCM Wallace Capital Management Dallas, Texas	$269K	-$144K	1	0.05%	Reduced
1496	FAM Fortaleza Asset Management Chicago, Illinois	$267K	-$410K	1	0.15%	Reduced
1497	TNB Thomasville National Bank Thomasville, Georgia	$266K	-$55.5K	2	0.09%	Reduced
1498	TFF Timothy F. Fidgeon	$263K	$0	1	0.11%	Maintained
1499	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$254K	+$68	6	0.16%	Increased
1500	CCM CrestPoint Capital Management Four Seasons, Missouri	$251K	-$129K	1	0.13%	Reduced