← 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	SouthState Corp Winter Haven, Florida	$544K	+$251K	2	0.06%	Increased
1727	Moneta Group Investment Advisors St Louis, Missouri	$543K	-$16.9K	1	0.06%	Reduced
1728	SA Strategic Advisors New York	$542K	-$413K	1	0.21%	Reduced
1729	BL BFSG LLC Irvine, California	$541K	+$512K	1	0.2%	New
1730	GAMC Garner Asset Management Corp Plano, Texas	$541K	-$58.9K	1	0.43%	Reduced
1731	JCM Jacobi Capital Management Pittston, Pennsylvania	$540K	+$6.08K	5	0.14%	Increased
1732	MCM Manchester Capital Management Manchester, Vermont	$536K	+$33.6K	3	0.06%	Increased
1733	OA Ocean Arete Hong Kong	$535K	+$454K	1	1.49%	New
1734	RCC Red Cedar Capital Omaha, Nebraska	$534K	$0	3	0.46%	Maintained
1735	TL TrueWealth LLC Atlanta, Georgia	$533K	-$58K	8	0.21%	Reduced
1736	MP Meghalaya Partners Greenwich, Connecticut	$532K	-$718K	1	2.04%	Reduced
1737	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$532K	+$504K	1	0.16%	New
1738	HH Hilltop Holdings Dallas, Texas	$530K	+$495K	2	0.11%	New
1739	SPC Stewart & Patten Company Lafayette, California	$530K	$0	1	0.1%	Maintained
1740	Birch Hill Investment Advisors Boston, Massachusetts	$527K	-$71K	1	0.04%	Reduced
1741	JC Jacobs & Co San Francisco, California	$524K	-$96.8K	1	0.09%	Reduced
1742	Buckingham Strategic Wealth Clayton, Missouri	$521K	+$4.83K	2	0.07%	Increased
1743	DWM Darwin Wealth Management Tampa, Florida	$520K	+$492K	1	0.17%	New
1744	PK Pflug Koory Omaha, Nebraska	$520K	-$461K	3	0.41%	Reduced
1745	LHC Little House Capital Braintree, Massachusetts	$519K	+$154K	3	0.39%	Increased
1746	HPC Hobart Private Capital Charlotte, North Carolina	$518K	+$491K	2	0.39%	New
1747	PP PagnatoKarp Partners Reston, Virginia	$517K	+$9.91K	1	0.12%	Increased
1748	PGA Premia Global Advisors Coral Gables, Florida	$512K	+$485K	6	0.52%	New
1749	Caxton Associates (New York) New York	$505K	-$595K	1	0.07%	Reduced
1750	MCM Maryland Capital Management Towson, Maryland	$505K	-$24K	1	0.06%	Reduced