← 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
1726	CG Corundum Group Colorado Springs, Colorado	$337K	+$24.4K	1	0.36%	Increased
1727	DA Dillon & Associates Jackson, Michigan	$336K	$0	1	0.13%	Maintained
1728	BII Bainco International Investors Boston, Massachusetts	$335K	$0	1	0.05%	Maintained
1729	CAAS Capital Asset Advisory Services Williamston, Michigan	$335K	-$12.5K	1	0.31%	Reduced
1730	IDBONY Israel Discount Bank of New York New York	$333K	$0	5	0.22%	Maintained
1731	CPO Cerity Partners OCIO New York	$332K	-$879K	1	0.02%	Reduced
1732	EA Elm Advisors Burlingame, California	$332K	-$10.1K	1	0.26%	Reduced
1733	FWM Focused Wealth Management Newburgh, New York	$332K	+$78K	4	0.11%	Increased
1734	LA LexAurum Advisors Overland Park, Kansas	$330K	+$217K	2	0.28%	Increased
1735	BCM Boltwood Capital Management Walnut Creek, California	$327K	$0	1	0.22%	Maintained
1736	RCS Retirement Capital Strategies San Jose, California	$327K	$0	1	0.17%	Maintained
1737	VCM Vigilant Capital Management Portland, Maine	$326K	-$40.7K	3	0.05%	Reduced
1738	LWM Lenox Wealth Management Cincinnati, Ohio	$324K	-$435K	3	0.1%	Reduced
1739	Park Avenue Securities New York	$324K	+$342K	1	0.07%	New
1740	CHP Cable Hill Partners Portland, Oregon	$323K	-$55.3K	5	0.14%	Reduced
1741	JA JOYN Advisors Atlanta, Georgia	$321K	+$111K	9	0.07%	Increased
1742	Krilogy Financial St. Louis, Missouri	$318K	$0	4	0.08%	Maintained
1743	WIM Wilen Investment Management Bonita Springs, Florida	$317K	$0	1	0.22%	Maintained
1744	CAM Concorde Asset Management Ann Arbor, Michigan	$316K	-$21.4K	1	0.39%	Reduced
1745	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$315K	$0	1	0.17%	Maintained
1746	TCB Texas Capital Bancshares Dallas, Texas	$314K	$0	1	0.74%	Maintained
1747	AIP Almanack Investment Partners Wayne, Pennsylvania	$313K	+$191K	2	0.12%	Increased
1748	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$312K	-$35K	3	0.04%	Reduced
1749	Choreo LLC Rockford, Illinois	$311K	-$220K	1	0.04%	Reduced
1750	WAM Weatherly Asset Management Del Mar, California	$310K	$0	1	0.07%	Maintained