← 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
2401	4WM 4J Wealth Management Alexandria, Virginia	$383K	-$2.51K	1	0.33%	Reduced
2402	WIM Wilen Investment Management Bonita Springs, Florida	$383K	$0	1	0.33%	Maintained
2403	MPCG Matrix Private Capital Group New York	$382K	-$7.43K	1	0.21%	Reduced
2404	SouthState Corp Winter Haven, Florida	$379K	-$94.5K	2	0.03%	Reduced
2405	UC Unio Capital Princeton, New Jersey	$379K	-$81.2K	1	0.17%	Reduced
2406	LB Leo Brokerage Hurst, Texas	$378K	+$7.93K	1	0.08%	Increased
2407	FFG Frisch Financial Group Melville, New York	$377K	-$1.97K	1	0.12%	Reduced
2408	TA Tectonic Advisors Frisco, Texas	$376K	+$36.2K	1	0.08%	Increased
2409	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$375K	$0	1	0.08%	Maintained
2410	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$375K	+$55.1K	1	0.07%	Increased
2411	SAF Smith Anglin Financial Dallas, Texas	$375K	-$52.3K	1	0.07%	Reduced
2412	FGAM Financial Gravity Asset Management Lakeway, Texas	$372K	+$19.8K	4	0.12%	New
2413	BOM Bank of Marin Novato, California	$371K	$0	1	0.27%	Maintained
2414	LC Landaas & Company Milwaukee, Wisconsin	$367K	+$1.15K	1	0.21%	Increased
2415	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$364K	-$5.76K	1	0.2%	Reduced
2416	MRCM M&R Capital Management Summit, New Jersey	$363K	+$5.96K	3	0.08%	Increased
2417	SS Sunbelt Securities Houston, Texas	$362K	+$261K	2	0.07%	Increased
2418	OWA Outlook Wealth Advisors Shenandoah, Texas	$360K	+$24.4K	1	0.12%	Increased
2419	IWA Intercontinental Wealth Advisors San Antonio, Texas	$357K	+$55.1K	1	0.07%	Increased
2420	AIP Almanack Investment Partners Wayne, Pennsylvania	$356K	-$162K	1	0.03%	Reduced
2421	HC Hourglass Capital Houston, Texas	$356K	$0	1	0.08%	Maintained
2422	SMH Sanders Morris Harris Houston, Texas	$356K	$0	1	0.07%	Maintained
2423	WDC Woodward Diversified Capital Bakersfield, California	$356K	+$3.86K	1	0.2%	Increased
2424	HHRDM H&H Retirement Design & Management Las Vegas, Nevada	$355K	+$4.61K	1	0.22%	Increased
2425	JC JBF Capital Aspen, Colorado	$355K	+$163K	2	0.08%	Increased