← 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
1826	RCM RB Capital Management Reno, Nevada	$236K	-$9.95K	1	0.17%	Reduced
1827	Avantax Planning Partners Dubuque, Iowa	$235K	-$12.7K	1	0.02%	Reduced
1828	NSIM North Star Investment Management Chicago, Illinois	$234K	-$268K	6	0.03%	Reduced
1829	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$233K	+$221K	1	0.02%	New
1830	Banque Pictet & Cie Geneva 73, Switzerland	$232K	$0	1	0%	Maintained
1831	AT Argent Trust San Antonio, Texas	$231K	-$15.5K	1	0.06%	Reduced
1832	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$231K	$0	1	0.03%	Maintained
1833	MCM Maple Capital Management Montpelier, Vermont	$231K	+$42.3K	1	0.06%	Increased
1834	PHK Point72 Hong Kong Hong Kong	$231K	-$44.3K	5	0.18%	Reduced
1835	BWM Biltmore Wealth Management Tempe, Arizona	$230K	+$216K	1	0.21%	New
1836	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$230K	-$6.94K	1	1.94%	Reduced
1837	RIM Reliant Investment Management Memphis, Tennessee	$228K	+$225K	1	0.16%	New
1838	CAM CGOV Asset Management Toronto, Ontario, Canada	$227K	$0	1	0.01%	Maintained
1839	IG Ithaka Group Arlington, Virginia	$227K	$0	1	0.04%	Maintained
1840	ACC Accident Compensation Corp Wellington, New Zealand	$226K	+$238K	1	0.06%	New
1841	GAM Gould Asset Management Claremont, California	$226K	-$21.7K	1	0.1%	Reduced
1842	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$225K	-$13.7K	13	0.08%	Reduced
1843	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$225K	+$59.7K	7	0.06%	Increased
1844	CAPTRUST Financial Advisors Raleigh, North Carolina	$224K	+$210K	8	0.01%	Increased
1845	JA JOYN Advisors Atlanta, Georgia	$224K	+$212K	1	0.05%	New
1846	WC Whitney & Co Rochester, New York	$224K	$0	1	0.06%	Maintained
1847	GF Goodman Financial Houston, Texas	$223K	+$209K	1	0.1%	New
1848	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$222K	$0	1	0.03%	Maintained
1849	CAM Columbia Asset Management Ann Arbor, Michigan	$222K	-$16.3K	1	0.06%	Reduced
1850	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$222K	$0	1	0.11%	Maintained