← 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
1801	JSL JT Stratford LLC Gainesville, Georgia	$454K	+$229K	1	0.25%	Increased
1802	LWM Lenox Wealth Management Cincinnati, Ohio	$454K	-$59.8K	6	0.14%	Reduced
1803	IPW Inlet Private Wealth Jupiter, Florida	$453K	-$119K	2	0.16%	Reduced
1804	POIA Pin Oak Investment Advisors Houston, Texas	$453K	-$3K	3	0.35%	Reduced
1805	RFA Reilly Financial Advisors La Mesa, California	$448K	-$9.81K	7	0.05%	Reduced
1806	PTC Petrus Trust Company Dallas, Texas	$446K	+$180K	2	0.08%	Increased
1807	RIG Renaissance Investment Group Lenox, Massachusetts	$446K	-$5.18K	1	0.17%	Reduced
1808	SMFS Squar Milner Financial Services Irvine, California	$446K	+$67.1K	8	0.3%	Increased
1809	NIM NuWave Investment Management Parsippany, New Jersey	$444K	+$208K	4	0.47%	Increased
1810	Citizens Financial Group Providence, Rhode Island	$443K	+$3.65K	7	0.03%	Increased
1811	LB Legacy Bridge West Des Moines, Iowa	$443K	$0	1	0.43%	Maintained
1812	CIA CSat Investment Advisory Detroit, Michigan	$442K	+$340K	9	0.16%	Increased
1813	LHC Little House Capital Braintree, Massachusetts	$442K	-$122K	1	0.3%	Reduced
1814	I IberiaBank Lafayette, Louisiana	$440K	+$126K	1	0.05%	Increased
1815	ET Equitable Trust Nashville, Tennessee	$439K	-$7.86K	1	0.05%	Reduced
1816	FineMark National Bank & Trust Fort Myers, Florida	$439K	+$55.4K	1	0.02%	Increased
1817	WP WealthShield Partners Cary, North Carolina	$436K	+$417K	1	0.25%	New
1818	HP Hikari Power Tokyo, Japan	$431K	+$404K	2	0.05%	New
1819	TNB Thomasville National Bank Thomasville, Georgia	$430K	-$6.07K	1	0.07%	Reduced
1820	Capstone Investment Advisors New York	$429K	+$403K	2	0%	Increased
1821	MRCM M&R Capital Management Summit, New Jersey	$425K	$0	3	0.1%	Maintained
1822	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$421K	+$390K	1	0.02%	New
1823	NB Nicolet Bankshares Green Bay, Wisconsin	$420K	$0	1	0.18%	Maintained
1824	BCM Boltwood Capital Management Walnut Creek, California	$417K	$0	1	0.27%	Maintained
1825	WI WBI Investments Red Bank, New Jersey	$417K	-$19.1M	1	0.04%	Reduced