← 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
1501	M MOTCO San Antonio, Texas	$145K	$0	2	0.02%	Maintained
1502	CFA Carroll Financial Associates Charlotte, North Carolina	$143K	+$4.42K	5	0.04%	Increased
1503	CCM CWH Capital Management Spokane, Washington	$141K	+$128K	1	0.12%	New
1504	AP Atwood & Palmer Kansas City, Missouri	$139K	+$134K	1	0.04%	New
1505	FWM Focused Wealth Management Newburgh, New York	$139K	+$148	4	0.11%	Increased
1506	CFS Community Financial System Syracuse, New York	$131K	$0	1	0.03%	Maintained
1507	HPBT High Point Bank & Trust High Point, North Carolina	$126K	$0	2	0.04%	Maintained
1508	Sequoia Financial Advisors Akron, Ohio	$123K	$0	1	0.09%	Maintained
1509	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$120K	-$1.91M	1	0.02%	Reduced
1510	KPCM Kings Point Capital Management Great Neck, New York	$119K	+$6.4K	2	0.04%	Increased
1511	Wolverine Asset Management Chicago, Illinois	$112K	-$734K	2	0%	Reduced
1512	AW Alpha Windward Westwood, Massachusetts	$111K	+$25.1K	3	0.07%	Increased
1513	GSC Ground Swell Capital Folly Beach, South Carolina	$103K	+$97.8K	6	0.2%	New
1514	FA Friess Associates Greenville, Delaware	$97K	+$1.95K	1	0.01%	Increased
1515	RFA Reilly Financial Advisors La Mesa, California	$97K	+$3.71K	4	0.02%	Increased
1516	DCM Dean Capital Management Overland Park, Kansas	$95K	+$7.49K	1	1.05%	Increased
1517	RCM Rotella Capital Management Bellevue, Washington	$92K	+$19.2K	1	0.08%	Increased
1518	FMA FNY Managed Accounts New York	$90.3K	+$82.9K	1	0.33%	New
1519	CFG CKW Financial Group Honolulu, Hawaii	$90K	+$21.7K	5	0.05%	Increased
1520	GAM Gemmer Asset Management Walnut Creek, California	$83K	$0	7	0.06%	Maintained
1521	IWC Integrated Wealth Counsel Carmel, California	$80K	-$2K	1	0.06%	Reduced
1522	MAS Madden Advisory Services Jacksonville, Florida	$80K	+$74.2K	2	0.04%	Increased
1523	SNT Security National Trust Wheeling, West Virginia	$78K	$0	2	0.03%	Maintained
1524	EP Edinburgh Partners Edinburgh, United Kingdom	$77K	$0	1	0.01%	Maintained
1525	DA Denali Advisors San Diego, California	$73K	-$2.74M	1	0.02%	Reduced