← 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
2076	FBT First Bank & Trust Brookings, South Dakota	$182K	-$5.96K	5	0.14%	Reduced
2077	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$181K	$0	1	0.06%	Maintained
2078	SAM Steinberg Asset Management New York	$180K	-$83.9K	1	0.18%	Reduced
2079	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$179K	-$26.9K	3	3.85%	Reduced
2080	FIB First Interstate Bank Billings, Montana	$176K	+$49.9K	6	0.04%	Increased
2081	GWS Glassman Wealth Services Vienna, Virginia	$175K	+$11.2K	14	0.07%	Increased
2082	BS Bessemer Securities New York	$162K	$0	1	0.07%	Maintained
2083	Koshinski Asset Management Decatur, Illinois	$162K	+$1.36K	1	0.11%	Increased
2084	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$160K	+$19.1K	6	0.02%	Increased
2085	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$157K	+$27.4K	5	0.04%	Increased
2086	GEA Glen Eagle Advisors Kingston, New Jersey	$157K	-$7.11K	5	0.1%	Reduced
2087	LWM Liberty Wealth Management Oakland, California	$156K	-$43K	7	0.15%	Reduced
2088	DAL David A. Lorber	$152K	-$39K	1	13.71%	Reduced
2089	APG Abacus Planning Group Columbia, South Carolina	$151K	$0	1	0.07%	Maintained
2090	AF Arrow Financial Glens Falls, New York	$150K	$0	2	0.03%	Maintained
2091	QCIG Quad-Cities Investment Group Davenport, Iowa	$150K	-$26.7K	5	0.13%	Reduced
2092	TCM Tradewinds Capital Management Bellingham, Washington	$140K	-$4K	3	0.06%	Reduced
2093	TCI Wealth Advisors Tucson, Arizona	$139K	+$15.9K	14	0.06%	Increased
2094	APW Acima Private Wealth Richmond, Virginia	$138K	+$14.2K	2	0.11%	Increased
2095	BAM Brave Asset Management Summit, New Jersey	$135K	$0	1	0.08%	Maintained
2096	BWA Burt Wealth Advisors North Bethesda, Maryland	$132K	+$6.24K	2	0.05%	Increased
2097	AIC Ameritas Investment Company Lincoln, Nebraska	$124K	+$118K	13	0.02%	New
2098	PVH Psagot Value Holdings Tel Aviv, Israel	$122K	$0	1	0.01%	Maintained
2099	Balentine LLC Atlanta, Georgia	$121K	+$12.9K	10	0.01%	Increased
2100	CB Community Bank Dewitt, New York	$120K	-$5.27K	3	0.02%	Reduced