← 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
2051	TIM Tortoise Investment Management White Plains, New York	$1K	$0	1	0%	Maintained
2052	WC Whitnell & Co Oak Brook, Illinois	$1K	-$10K	1	0%	Reduced
2053	EWM Elmwood Wealth Management Berkeley, California	$747	$0	1	0%	Maintained
2054	AW ACG Wealth Atlanta, Georgia	$0	-$2.01M	0	–	Closed
2055	ACM ADI Capital Management New York	$0	-$4.91M	0	–	Closed
2056	AG Appleton Group Appleton, Wisconsin	$0	-$207K	0	–	Closed
2057	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$0	-$2.56M	0	–	Closed
2058	AC Ashler Capital Chicago, Illinois	$0	+$26	1	0%	New
2059	Atlantic Union Bankshares Glen Allen, Virginia	$0	-$241K	0	–	Closed
2060	Avantax Planning Partners Dubuque, Iowa	$0	-$515K	0	–	Closed
2061	ACM Aviance Capital Management Sarasota, Florida	$0	-$178K	0	–	Closed
2062	Avidian Wealth Enterprises Houston, Texas	$0	-$448K	0	–	Closed
2063	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$0	-$13.2M	0	–	Closed
2064	Banco Santander Madrid, Spain	$0	-$822K	0	–	Closed
2065	BFG Barber Financial Group Lenexa, Kansas	$0	-$107K	0	–	Closed
2066	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$2.24M	0	–	Closed
2067	BCM Basswood Capital Management New York	$0	-$12.6M	0	–	Closed
2068	BP BBR Partners New York	$0	-$273K	0	–	Closed
2069	BL BFSG LLC Irvine, California	$0	-$212K	0	–	Closed
2070	BWM BigSur Wealth Management Miami, Florida	$0	-$211K	0	–	Closed
2071	BOS Bingham Osborn & Scarborough San Francisco, California	$0	-$296K	0	–	Closed
2072	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$1.14M	0	–	Closed
2073	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$0	-$110K	0	–	Closed
2074	Braun Stacey Associates New York	$0	-$970K	0	–	Closed
2075	BWA Brave Warrior Advisors New York	$0	-$99.7M	0	–	Closed