← 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
1676	ArrowMark Colorado Holdings Denver, Colorado	$3K	+$3.09K	1	0%	New
1677	SA SRH Advisors Salina, Kansas	$3K	$0	1	0.02%	Maintained
1678	TC Trust Company Manhattan, Kansas	$3K	+$2.78K	1	0%	New
1679	Brinker Capital Investments Berwyn, Pennsylvania	$2K	+$2.29K	2	0%	New
1680	EWM Elite Wealth Management Kirkland, Washington	$2K	+$1.73K	1	0%	New
1681	Flow Traders U.S. New York	$2K	-$366K	2	0%	Reduced
1682	VIA Vantage Investment Advisors State College, Pennsylvania	$2K	-$12K	1	0%	Reduced
1683	AWM AllSquare Wealth Management Albany, New York	$1K	$0	1	0%	Maintained
1684	CFS Commonwealth Financial Services Vienna, West Virginia	$1K	$0	1	0%	Maintained
1685	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$1K	+$926	1	0%	New
1686	NYLT New York Life Trust New York	$1K	-$42K	1	0%	Reduced
1687	SAM Shamrock Asset Management Dallas, Texas	$1K	$0	1	0%	Maintained
1688	TIM Tortoise Investment Management White Plains, New York	$1K	$0	1	0%	Maintained
1689	WCM Wealthcare Capital Management Richmond, Virginia	$1K	$0	1	0%	Maintained
1690	AFA Abacus FCF Advisors Orlando, Florida	$0	-$1.59M	0	–	Closed
1691	AF Aldebaran Financial	$0	-$243K	0	–	Closed
1692	ACP Andalusian Capital Partners Greenwich, Connecticut	$0	-$4.33M	0	–	Closed
1693	AC Ascend Capital Orinda, California	$0	-$3.25M	0	–	Closed
1694	Atalanta Sosnoff Capital New York	$0	-$9.5M	0	–	Closed
1695	BFG Beacon Financial Group Dallas, Texas	$0	-$355K	0	–	Closed
1696	BBCM Boardman Bay Capital Management New York	$0	-$240K	0	–	Closed
1697	BCM Bourgeon Capital Management Darien, Connecticut	$0	-$3.09M	0	–	Closed
1698	BPM Bronson Point Management Fairfield, Connecticut	$0	-$4.37M	0	–	Closed
1699	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$0	-$215K	0	–	Closed
1700	CRIM Castle Ridge Investment Management Greenwich, Connecticut	$0	-$1.82M	0	–	Closed