← 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
1551	AIA Affinity Investment Advisors Newport Beach, California	$211K	$0	1	0.02%	Maintained
1552	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$211K	+$207K	5	0.02%	New
1553	Waverly Advisors Birmingham, Alabama	$211K	+$207K	1	0.09%	New
1554	BWFM Bridgewater Wealth & Financial Management Bethesda, Maryland	$210K	+$207K	1	0.08%	New
1555	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$209K	$0	1	0.04%	Maintained
1556	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$208K	$0	1	0.6%	Maintained
1557	WRM Westport Resources Management Westport, Connecticut	$206K	-$425K	5	0.15%	Reduced
1558	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$204K	-$4.13M	1	0.05%	Reduced
1559	QC QCM Cayman Houston, Texas	$204K	+$42.8K	1	0.23%	Increased
1560	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$204K	+$188K	1	0.14%	New
1561	SWA Sutton Wealth Advisors Tampa, Florida	$203K	-$107K	10	0.19%	Reduced
1562	CB Community Bank Dewitt, New York	$202K	-$6.71K	4	0.05%	Reduced
1563	MC Miles Capital West Des Moines, Iowa	$200K	-$804K	1	0.14%	Reduced
1564	BAM Bruderman Asset Management Locust Valley, New York	$197K	+$489	3	0.06%	Increased
1565	CFA Carroll Financial Associates Charlotte, North Carolina	$195K	+$107	9	0.03%	Increased
1566	FIB First Interstate Bank Billings, Montana	$194K	+$813	6	0.04%	Increased
1567	AC Alexandria Capital Arlington, Virginia	$191K	-$32.1K	4	0.04%	Reduced
1568	BAM Brave Asset Management Summit, New Jersey	$189K	$0	2	0.12%	Maintained
1569	SM Sciencast Management Princeton, New Jersey	$176K	+$171K	1	0.52%	New
1570	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$175K	$0	2	0.02%	Maintained
1571	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$172K	+$73.9K	1	0.46%	Increased
1572	CCM Cutler Capital Management Worcester, Massachusetts	$164K	-$356K	1	0.05%	Reduced
1573	IF IRON Financial Northbrook, Illinois	$164K	$0	1	0.2%	Maintained
1574	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$163K	+$16.8K	6	0.03%	Increased
1575	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$163K	-$82.1K	9	0.08%	Reduced