← 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
2101	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$89K	+$5.29K	3	0.06%	Increased
2102	FFC First Financial Corp Terre Haute, Indiana	$85K	$0	3	0.07%	Maintained
2103	BWP BSW Wealth Partners Boulder, Colorado	$81K	+$81.7K	1	0.03%	New
2104	WCG Weaver Consulting Group Huntington Beach, California	$81K	+$35.2K	7	0.04%	Increased
2105	JFA JNBA Financial Advisors Bloomington, Minnesota	$80K	+$11.7K	5	0.02%	Increased
2106	PCFFS Pacific Center for Financial Services San Ramon, California	$77K	$0	1	0.04%	Maintained
2107	AJ Ashburton (Jersey) St Helier, Jersey	$76K	+$79.8K	1	0.04%	New
2108	SS Sunbelt Securities Houston, Texas	$71K	+$456	1	0.03%	Increased
2109	TFO Tarbox Family Office Newport Beach, California	$71K	+$6.44K	10	0.02%	Increased
2110	CWA Clarus Wealth Advisors Peoria, Arizona	$70K	-$5.08K	4	0.05%	Reduced
2111	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$70K	+$11K	8	0.03%	Increased
2112	OFS OneAscent Financial Services Birmingham, Alabama	$66K	+$61.8K	1	0.05%	New
2113	WPA West Paces Advisors Atlanta, Georgia	$65.8K	-$58.3K	6	0.04%	Reduced
2114	CAL Capital Advisors Ltd Shaker Heights, Ohio	$63K	+$1.62K	1	0.02%	Increased
2115	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$63K	+$21	3	0.04%	Increased
2116	MF Manchester Financial Westlake Village, California	$63K	+$16.1K	4	0.01%	New
2117	MAM Marquette Asset Management Minneapolis, Minnesota	$63K	-$6K	1	0.02%	Reduced
2118	NCM Next Capital Management New York	$62K	+$61.2K	7	0.04%	New
2119	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$61K	+$57.4K	2	0.03%	Increased
2120	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$60.4K	$0	1	0.03%	Maintained
2121	HFP Holistic Financial Partners Indianapolis, Indiana	$60K	+$56.7K	1	0.06%	New
2122	Krane Funds Advisors New York	$60K	-$7.41M	3	0.01%	Reduced
2123	ECM Engine Capital Management New York	$58K	$0	1	0.03%	Maintained
2124	FNBOSM First National Bank of South Miami South Miami, Florida	$58K	$0	1	0.05%	Maintained
2125	Allworth Financial Folsom, California	$57K	-$8K	5	0%	Reduced