← 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	NAM NTV Asset Management Charleston, West Virginia	$224K	+$232K	1	0.06%	New
1902	RCM RB Capital Management Reno, Nevada	$224K	-$17.3K	1	0.2%	Reduced
1903	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$223K	+$208K	1	0.15%	New
1904	GJIC Gamble Jones Investment Counsel Pasadena, California	$223K	+$211K	1	0.02%	New
1905	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$223K	+$213K	1	0.06%	New
1906	PIM Penobscot Investment Management Boston, Massachusetts	$222K	+$207K	1	0.05%	New
1907	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$221K	+$206K	1	0.06%	New
1908	MCM Murphy Capital Management Bedminster, New Jersey	$221K	+$209K	1	0.03%	New
1909	WMC Westwood Management Corporation Chicago, Illinois	$221K	+$209K	1	0.03%	New
1910	ZB Zions Bancorporation Salt Lake City, Utah	$219K	-$69.1K	9	0.05%	Reduced
1911	HCM Hollencrest Capital Management Newport Beach, California	$217K	-$321K	1	0.01%	Reduced
1912	MFW Meristem Family Wealth Minnetonka, Minnesota	$217K	$0	1	0.07%	Maintained
1913	SIM SSI Investment Management Los Angeles, California	$217K	+$205K	1	0.02%	New
1914	IG Ithaka Group Arlington, Virginia	$216K	$0	1	0.03%	Maintained
1915	BW Bison Wealth Atlanta, Georgia	$215K	-$17.8K	1	0.14%	Reduced
1916	HCM Hilton Capital Management Garden City, New York	$215K	-$3K	3	0.03%	Reduced
1917	Choreo LLC Rockford, Illinois	$214K	-$19.4K	1	0.03%	Reduced
1918	HH Hilltop Holdings Dallas, Texas	$213K	-$820K	1	0.04%	Reduced
1919	RTS Round Table Services Westfield, New Jersey	$211K	+$199K	1	0.07%	New
1920	SIG Schaller Investment Group Winston Salem, North Carolina	$211K	+$199K	1	0.12%	New
1921	Catalyst Capital Advisors Huntington, New York	$210K	-$8K	1	0.01%	Reduced
1922	CCM Cribstone Capital Management Augusta, Maine	$209K	$0	8	0.1%	Maintained
1923	WF WealthTrust Fairport Cleveland, Ohio	$209K	-$15.4K	2	0.02%	Reduced
1924	HC Hourglass Capital Houston, Texas	$208K	+$196K	1	0.05%	New
1925	SG StoneX Group New York	$207K	+$195K	1	0.15%	New