← 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	CCM Community Capital Management Plantation, Florida	$695K	$0	1	0.76%	Maintained
1827	GC Gilbert & Cook West Des Moines, Iowa	$691K	+$36.7K	2	0.17%	Increased
1828	LWS Lucia Wealth Services San Diego, California	$690K	+$9.34K	1	0.18%	Increased
1829	BFA Beacon Financial Advisory Cleveland, Ohio	$688K	-$137K	2	0.75%	Reduced
1830	B Bellecapital Zurich, Switzerland	$687K	+$20.3K	1	0.32%	Increased
1831	RDWM Red Door Wealth Management Memphis, Tennessee	$683K	+$116K	6	0.5%	Increased
1832	RCA Ranch Capital Advisors Sarasota, Florida	$682K	-$97.7K	2	0.53%	Reduced
1833	SL Stevard LLC Chicago, Illinois	$682K	+$679K	1	0.35%	New
1834	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$679K	-$1.65K	1	0.05%	Reduced
1835	ACM Allred Capital Management Dallas, Texas	$678K	+$90.2K	2	0.43%	Increased
1836	ASA Armstrong Shaw Associates New Canaan, Connecticut	$674K	$0	1	0.82%	Maintained
1837	PW Price Wealth Austin, Texas	$673K	-$9.54K	7	0.2%	Reduced
1838	CAM Columbia Asset Management Ann Arbor, Michigan	$671K	+$399K	1	0.16%	Increased
1839	MC Muzinich & Co New York	$669K	$0	3	0.2%	Maintained
1840	SWMG Strategic Wealth Management Group Fulton, Maryland	$668K	$0	1	0.39%	Maintained
1841	NICM Neo Ivy Capital Management New York	$667K	+$471K	4	0.76%	Increased
1842	OneDigital Investment Advisors Overland Park, Kansas	$667K	+$17.7K	2	0.05%	Increased
1843	LTI Laffer Tengler Investments Nashville, Tennessee	$667K	+$18.2K	2	0.38%	Increased
1844	Arkadios Wealth Advisors Atlanta, Georgia	$666K	+$345K	8	0.37%	Increased
1845	DCM Davis Capital Management Jacksonville, Florida	$666K	-$14.7K	2	1.23%	Reduced
1846	SFI SPC Financial Inc Rockville, Maryland	$664K	+$576	1	0.14%	Increased
1847	IF Intrua Financial Houston, Texas	$663K	+$562K	2	0.25%	New
1848	EI Ellevest Inc New York	$660K	+$185K	9	0.14%	Increased
1849	AIM Alhambra Investment Management Palmetto Bay, Florida	$658K	$0	2	0.86%	Maintained
1850	Hills Bank & Trust North Liberty, Iowa	$656K	+$110K	3	0.14%	Increased