← 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
1851	VCM Violich Capital Management San Francisco, California	$208K	+$64.4K	1	0.05%	Increased
1852	ES Equitec Specialists Chicago, Illinois	$207K	-$187K	1	0.02%	Reduced
1853	CA Cortland Associates St Louis, Missouri	$205K	+$203K	1	0.03%	New
1854	Colony Group Boston, Massachusetts	$203K	-$29.6K	1	0.01%	Reduced
1855	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$203K	$0	1	0.18%	Maintained
1856	BW Bison Wealth Atlanta, Georgia	$202K	+$14.4K	1	0.15%	Increased
1857	Choreo LLC Rockford, Illinois	$202K	-$91.7K	1	0.03%	Reduced
1858	TH Timber Hill Greenwich, Connecticut	$201K	-$3.55M	1	0.2%	Reduced
1859	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$199K	$0	1	0.17%	Maintained
1860	AIM Advantage Investment Management Cedar Rapids, Iowa	$196K	+$28.5K	5	0.14%	Increased
1861	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$196K	+$13.5K	5	0.13%	Increased
1862	DBT Dubuque Bank & Trust Dubuque, Iowa	$195K	-$181K	8	0.03%	Reduced
1863	WF WealthTrust Fairport Cleveland, Ohio	$194K	+$3.39K	3	0.02%	Increased
1864	CCM Cribstone Capital Management Augusta, Maine	$190K	+$1.81K	8	0.09%	Increased
1865	CAC Certified Advisory Corp Altamonte Springs, Florida	$189K	-$2.79K	4	0.11%	Reduced
1866	NIM NuWave Investment Management Parsippany, New Jersey	$186K	-$514K	2	0.24%	Reduced
1867	TFS TrustCore Financial Services Brentwood, Tennessee	$186K	+$26.5K	10	0.06%	Increased
1868	BWA BDO Wealth Advisors Jacksonville, Florida	$185K	+$46.3K	3	0.06%	Increased
1869	HCA Horan Capital Advisors Cincinnati, Ohio	$182K	-$2.16M	1	0.12%	Reduced
1870	NSIM North Star Investment Management Chicago, Illinois	$182K	-$2.86K	5	0.02%	Reduced
1871	JT Jump Trading Chicago, Illinois	$181K	+$191K	1	0.01%	New
1872	B Bridgeworth Birmingham, Alabama	$178K	+$180K	6	0.08%	New
1873	BAM Barrett Asset Management New York	$177K	-$63.8K	2	0.01%	Reduced
1874	FAM Fortaleza Asset Management Chicago, Illinois	$176K	-$75.8K	1	1.43%	Reduced
1875	WC Whitney & Co Rochester, New York	$175K	-$17.9K	1	0.05%	Reduced