← 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	Palisade Capital Management Fort Lee, New Jersey	$118K	-$140K	1	0%	Reduced
2102	SB Strategic Blueprint Atlanta, Georgia	$118K	+$104K	4	0.09%	New
2103	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$116K	$0	1	0.08%	Maintained
2104	DCM Dynamic Capital Management St. Helier, Jersey	$109K	+$107K	1	0.91%	New
2105	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$109K	+$106K	1	0.01%	New
2106	CA Cornerstone Advisory Hunt Valley, Maryland	$108K	$0	1	0.02%	Maintained
2107	FGAM Financial Gravity Asset Management Lakeway, Texas	$107K	-$72.6K	13	0.09%	Reduced
2108	BFC Bedel Financial Consulting Indianapolis, Indiana	$105K	+$1.41K	3	0.06%	Increased
2109	PAR Capital Management Boston, Massachusetts	$104K	$0	1	0%	Maintained
2110	RWM Raffa Wealth Management Washington, District of Columbia	$100K	+$97K	9	0.04%	New
2111	PWMG Prestige Wealth Management Group Flemington, New Jersey	$99K	+$40.4K	4	0.06%	Increased
2112	PG Proffitt & Goodson Knoxville, Tennessee	$94K	$0	2	0.02%	Maintained
2113	BWP BSW Wealth Partners Boulder, Colorado	$92K	+$3.16K	1	0.04%	Increased
2114	TFO Tarbox Family Office Newport Beach, California	$92K	+$15.6K	10	0.03%	Increased
2115	Advisory Alpha Holland, Michigan	$85.5K	+$85.5K	7	0.03%	New
2116	SAM Shamrock Asset Management Dallas, Texas	$83K	+$36.9K	4	0.06%	Increased
2117	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$82K	-$5.42K	3	0.05%	Reduced
2118	FFC First Financial Corp Terre Haute, Indiana	$82K	-$7.22K	3	0.06%	Reduced
2119	Simon Quick Advisors Morristown, New Jersey	$82K	+$53.6K	2	0.04%	Increased
2120	PCFFS Pacific Center for Financial Services San Ramon, California	$81K	$0	1	0.04%	Maintained
2121	WCG Weaver Consulting Group Huntington Beach, California	$80K	+$382	7	0.04%	Increased
2122	AJ Ashburton (Jersey) St Helier, Jersey	$79K	$0	1	0.04%	Maintained
2123	BWM Baystate Wealth Management Boston, Massachusetts	$76K	+$18.8K	6	0.01%	Increased
2124	CIM Contravisory Investment Management Norwell, Massachusetts	$76K	-$273K	1	0.03%	Reduced
2125	JFA JNBA Financial Advisors Bloomington, Minnesota	$76K	-$13.2K	5	0.02%	Reduced