← 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
2351	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$458K	$0	1	0.27%	Maintained
2352	AF Apexium Financial Dallas, Texas	$456K	-$2.97K	1	0.28%	Reduced
2353	Catalyst Capital Advisors Huntington, New York	$456K	+$18.4K	2	0.02%	Increased
2354	ACM AUA Capital Management Camp Hill, Pennsylvania	$454K	+$355	5	0.28%	Increased
2355	CCA Childress Capital Advisors Houston, Texas	$452K	-$28.7K	2	0.21%	Reduced
2356	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$452K	+$29K	1	0.04%	Increased
2357	LIM Loudon Investment Management West Lebanon, New Hampshire	$452K	-$9.37K	1	0.31%	Reduced
2358	KFP KB Financial Partners Princeton, New Jersey	$451K	+$141K	8	0.17%	Increased
2359	BWA Bordeaux Wealth Advisors Menlo Park, California	$449K	+$337K	1	0.26%	Increased
2360	VCM Vigilant Capital Management Portland, Maine	$446K	+$72.1K	7	0.04%	Increased
2361	KA KLCM Advisors Milwaukee, Wisconsin	$445K	+$15.1K	1	0.1%	Increased
2362	OFW Omnia Family Wealth Aventura, Florida	$444K	$0	1	0.28%	Maintained
2363	SRC Sage Rhino Capital Menlo Park, California	$443K	+$37.4K	1	0.13%	Increased
2364	AHC Anderson Hoagland & Co St Louis, Missouri	$441K	+$411K	1	0.06%	New
2365	WA WBH Advisory Baltimore, Maryland	$441K	+$175K	2	0.06%	Increased
2366	JWS Juncture Wealth Strategies Scottsdale, Arizona	$440K	+$397K	1	0.25%	New
2367	GWS Glassman Wealth Services Vienna, Virginia	$437K	-$165K	17	0.09%	Reduced
2368	CFA Capstone Financial Advisors Downers Grove, Illinois	$435K	+$2.02K	1	0.03%	Increased
2369	CA Calton & Associates Tampa, Florida	$431K	+$19K	1	0.08%	Increased
2370	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$431K	+$184K	2	0.17%	Increased
2371	FWM FFT Wealth Management Philadelphia, Pennsylvania	$426K	+$417K	4	0.1%	New
2372	WP WealthSource Partners San Luis Obispo, California	$425K	+$127K	2	0.04%	Increased
2373	NAS Nicolet Advisory Services Green Bay, Wisconsin	$424K	$0	1	0.06%	Maintained
2374	Meridian Wealth Management Lexington, Kentucky	$422K	+$14.9K	1	0.05%	Increased
2375	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$420K	+$172K	2	0.12%	Increased