← 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
2176	GEA Glen Eagle Advisors Kingston, New Jersey	$243K	+$39.5K	10	0.13%	Increased
2177	6M 6 Meridian Wichita, Kansas	$242K	-$428K	1	0.03%	Reduced
2178	HFAS Hummer Financial Advisory Services Chicago, Illinois	$242K	$0	1	0.31%	Maintained
2179	PIM Penobscot Investment Management Boston, Massachusetts	$242K	$0	1	0.05%	Maintained
2180	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$241K	+$33.3K	6	0.1%	Increased
2181	OMC Overbrook Management Corp New York	$240K	+$253K	1	0.06%	New
2182	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$236K	$0	1	0.07%	Maintained
2183	PFA Professional Financial Advisors North Platte, Nebraska	$236K	+$220K	1	0.31%	New
2184	BOS Bingham Osborn & Scarborough San Francisco, California	$235K	-$27.4K	1	0.02%	Reduced
2185	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$234K	$0	1	0.22%	Maintained
2186	LS Leelyn Smith Geneva, Illinois	$234K	-$4.94K	4	0.1%	Reduced
2187	SWM SVA Wealth Management Madison, Wisconsin	$234K	-$5.35K	1	0.03%	Reduced
2188	SCM Sandler Capital Management New York	$233K	-$8.18M	1	0.02%	Reduced
2189	AAM Aureus Asset Management Boston, Massachusetts	$231K	$0	1	0.03%	Maintained
2190	BWM BigSur Wealth Management Miami, Florida	$231K	$0	1	0.17%	Maintained
2191	LAM Lapides Asset Management Greenwich, Connecticut	$227K	$0	1	0.13%	Maintained
2192	AG Appleton Group Appleton, Wisconsin	$226K	$0	1	0.27%	Maintained
2193	ACP Arcus Capital Partners Atlanta, Georgia	$226K	-$63.5K	1	0.06%	Reduced
2194	CAM Concorde Asset Management Ann Arbor, Michigan	$225K	-$4.67K	1	0.19%	Reduced
2195	GSC G&S Capital Denver, Colorado	$224K	+$213K	1	0.2%	Increased
2196	SEC Seven Eight Capital New York	$224K	+$33.7K	1	0.16%	Increased
2197	II Ibex Investors Denver, Colorado	$223K	+$215K	1	0.11%	New
2198	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$223K	+$213K	1	0.13%	New
2199	ETI Enterprise Trust & Investment Los Gatos, California	$222K	$0	1	0.13%	Maintained
2200	IC Intersect Capital San Ramon, California	$222K	-$844	1	0.07%	Reduced