← 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	Arvest Bank Trust Division Dewey, Oklahoma	$293K	+$57.2K	1	0.02%	Increased
2177	Dodge & Cox San Francisco, California	$293K	-$231K	1	0%	Reduced
2178	WBC West Branch Capital Amherst, Massachusetts	$293K	-$1.47K	1	0.19%	Reduced
2179	EA Elm Advisors Burlingame, California	$291K	-$10.7K	1	0.2%	Reduced
2180	LAM Lingohr Asset Management Duesseldorf, Germany	$291K	-$72.7K	1	1.03%	Reduced
2181	StoneX Group New York	$289K	-$60.8K	1	0.09%	Reduced
2182	TrustCore Financial Services Brentwood, Tennessee	$289K	+$11.7K	7	0.04%	Increased
2183	Peak Asset Management Louisville, Colorado	$288K	$0	1	0.09%	Maintained
2184	Circle Wealth Management Summit, New Jersey	$287K	$0	1	0.05%	Maintained
2185	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$287K	$0	1	0.13%	Maintained
2186	PB Pinnacle Bancorp Beatrice, Nebraska	$287K	+$4.18K	6	0.2%	Increased
2187	Stewart & Patten Company Lafayette, California	$287K	-$42.8K	1	0.05%	Reduced
2188	Parkside Financial Bank & Trust Saint Louis, Missouri	$285K	+$16.5K	15	0.1%	Increased
2189	ODCM Old Dominion Capital Management Charlottesville, Virginia	$284K	$0	1	0.08%	Maintained
2190	K.J. Harrison & Partners Toronto, Ontario, Canada	$283K	-$47.6K	1	0.06%	Reduced
2191	Auxier Asset Management Aurora, Oregon	$279K	$0	1	0.06%	Maintained
2192	City Holding Co Charleston, West Virginia	$279K	-$9.8K	5	0.06%	Reduced
2193	AW ACG Wealth Atlanta, Georgia	$278K	+$107	1	0.04%	Increased
2194	Catalyst Capital Advisors Huntington, New York	$278K	$0	1	0.02%	Maintained
2195	Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$278K	+$28.9K	4	0.12%	Increased
2196	Howard Capital Management (New York) New York	$278K	-$3.04K	1	0.04%	Reduced
2197	VCM Vivaldi Capital Management Chicago, Illinois	$278K	-$504K	1	0.06%	Reduced
2198	Hodges Capital Management Dallas, Texas	$276K	-$871K	1	0.05%	Reduced
2199	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$275K	+$3.06K	1	0.01%	Increased
2200	Hexavest Montreal, Quebec, Canada	$274K	-$2.42M	3	0.01%	Reduced