← 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	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$324K	-$337	9	0.16%	Reduced
1552	WIM Wilen Investment Management Bonita Springs, Florida	$323K	-$7.1K	1	0.19%	Reduced
1553	MSR Main Street Research Lakeville, Connecticut	$322K	-$11.9K	1	0.06%	Reduced
1554	Hillsdale Investment Management Toronto, Ontario, Canada	$321K	+$309K	3	0.06%	Increased
1555	OAM Origin Asset Management London, United Kingdom	$318K	$0	1	0.02%	Maintained
1556	Donaldson Capital Management Evansville, Indiana	$317K	-$4.97K	1	0.04%	Reduced
1557	CFD Creative Financial Designs Kokomo, Indiana	$316K	-$631K	5	0.23%	Reduced
1558	Forvis Mazars Wealth Advisors Springfield, Missouri	$312K	+$16.2K	1	0.04%	Increased
1559	OAM Occidental Asset Management Burlingame, California	$312K	+$29.2K	1	0.21%	Increased
1560	IIM Ironwood Investment Management Boston, Massachusetts	$311K	$0	1	0.23%	Maintained
1561	WAM Weatherly Asset Management Del Mar, California	$311K	$0	1	0.09%	Maintained
1562	BFG Barber Financial Group Lenexa, Kansas	$309K	+$336K	1	0.11%	New
1563	SI Sprott Inc Toronto, Ontario, Canada	$306K	-$659K	1	0.01%	Reduced
1564	GAM Gemmer Asset Management Walnut Creek, California	$304K	+$163K	9	0.14%	Increased
1565	EGA E&G Advisors Houston, Texas	$303K	$0	1	0.16%	Maintained
1566	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$301K	+$258K	1	0.06%	Increased
1567	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$299K	+$137	11	0.16%	Increased
1568	TAM THB Asset Management Norwalk, Connecticut	$299K	$0	1	0.04%	Maintained
1569	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$298K	+$154K	3	0.03%	Increased
1570	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$296K	$0	2	0.24%	Maintained
1571	JFA JNBA Financial Advisors Bloomington, Minnesota	$295K	+$35.1K	4	0.07%	Increased
1572	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$293K	$0	1	0.09%	Maintained
1573	DCM Delta Capital Management Red Bank, New Jersey	$292K	-$8.41K	1	0.2%	Reduced
1574	CAAS Capital Asset Advisory Services Williamston, Michigan	$291K	-$150K	1	0.21%	Reduced
1575	EA Elm Advisors Burlingame, California	$288K	+$23.7K	1	0.24%	Increased