← 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
1601	AIM Advantage Investment Management Cedar Rapids, Iowa	$255K	+$87.2K	6	0.1%	Increased
1602	TCM Tradewinds Capital Management Bellingham, Washington	$253K	-$19.1K	5	0.16%	Reduced
1603	FAM Fortaleza Asset Management Chicago, Illinois	$250K	-$4K	2	0.51%	Reduced
1604	KI Koch Industries Wichita, Kansas	$248K	+$141K	1	0.21%	Increased
1605	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$247K	-$3.09K	1	0.04%	Reduced
1606	SFSIG San Francisco Sentry Investment Group San Francisco, California	$246K	$0	1	0.14%	Maintained
1607	AIM Acrospire Investment Management Chicago, Illinois	$245K	-$517K	7	0.2%	Reduced
1608	BAC Boys Arnold & Co Asheville, North Carolina	$245K	$0	1	0.04%	Maintained
1609	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$245K	+$258K	1	0.63%	New
1610	Grimes & Company Westborough, Massachusetts	$245K	$0	1	0.03%	Maintained
1611	IR Invictus RG Hamilton, Bermuda	$244K	-$1.43M	2	0.16%	Reduced
1612	CI Chartist Inc Seal Beach, California	$241K	-$5.32K	1	0.12%	Reduced
1613	AT Arden Trust Wilmington, Delaware	$240K	-$420K	1	0.04%	Reduced
1614	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$240K	-$456K	1	0.08%	Reduced
1615	BOS Bingham Osborn & Scarborough San Francisco, California	$240K	$0	1	0.02%	Maintained
1616	FM Family Management New York	$239K	+$260K	1	0.16%	New
1617	MLM Mount Lucas Management Newtown, Pennsylvania	$239K	-$28.7K	1	0.05%	Reduced
1618	MCM Murphy Capital Management Bedminster, New Jersey	$237K	+$227K	1	0.04%	New
1619	SWM Segment Wealth Management Houston, Texas	$237K	$0	1	0.08%	Maintained
1620	SCM Salem Capital Management Woburn, Massachusetts	$235K	-$47.4K	1	0.13%	Reduced
1621	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$235K	-$70.3K	1	0.15%	Reduced
1622	SBL Sargent Bickham Lagudis Boulder, Colorado	$234K	+$1.02K	5	0.03%	Increased
1623	BLA Balter Liquid Alternatives Boston, Massachusetts	$233K	+$226K	1	0.33%	New
1624	CIAN Capstone Investment Advisors (Netherlands) New York	$231K	+$28K	1	0.65%	Increased
1625	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$231K	$0	1	0.35%	Maintained