← 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
1901	GWA Guidant Wealth Advisors Palatine, Illinois	$150K	+$1.24K	3	0.07%	Increased
1902	PWAG Polaris Wealth Advisory Group San Rafael, California	$149K	+$154K	2	0.01%	New
1903	AC Avestar Capital New York	$145K	+$84.6K	14	0.09%	Increased
1904	VIMU Veritas Investment Management (UK) London, United Kingdom	$145K	$0	1	0.05%	Maintained
1905	Davidson Kempner Capital Management New York	$144K	$0	1	0%	Maintained
1906	SFM Signet Financial Management Parsippany, New Jersey	$143K	+$145K	6	0.03%	New
1907	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$142K	-$78.2K	5	0.03%	Reduced
1908	ZB Zions Bancorporation Salt Lake City, Utah	$141K	-$93.8K	6	0.03%	Reduced
1909	CHC City Holding Co Charleston, West Virginia	$140K	-$2.63K	3	0.04%	Reduced
1910	JFA JNBA Financial Advisors Bloomington, Minnesota	$138K	-$65.2K	4	0.03%	Reduced
1911	BWA BDO Wealth Advisors Jacksonville, Florida	$136K	+$64.5K	3	0.05%	Increased
1912	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$135K	+$116K	4	0.08%	Increased
1913	MCM MV Capital Management Bethesda, Maryland	$132K	-$965	4	0.03%	Reduced
1914	WPA West Paces Advisors Atlanta, Georgia	$130K	-$267K	6	0.1%	Reduced
1915	GPCM Granite Point Capital Management Boston, Massachusetts	$128K	-$123K	1	0.01%	Reduced
1916	EPM Equitec Proprietary Markets Chicago, Illinois	$127K	+$268K	1	0.04%	New
1917	SCP Syntal Capital Partners Midland, Texas	$127K	$0	1	0.05%	Maintained
1918	WB Webster Bank Waterbury, Connecticut	$124K	-$1.21M	3	0.02%	Reduced
1919	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$120K	$0	2	0.1%	Maintained
1920	TFO Tarbox Family Office Newport Beach, California	$117K	-$3.66K	6	0.05%	Reduced
1921	KM Kalos Management Alpharetta, Georgia	$114K	-$92.5K	1	0.07%	Reduced
1922	PCM Poehling Capital Management Madison, Wisconsin	$114K	+$52.8K	2	0.09%	Increased
1923	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$110K	$0	2	0.1%	Maintained
1924	HFP Holistic Financial Partners Indianapolis, Indiana	$110K	-$2.77K	3	0.02%	Reduced
1925	FFC First Financial Corp Terre Haute, Indiana	$108K	-$18.8K	4	0.08%	Reduced