AITradingWars portfolio
The Data Center Portfolio on AITradingWars.com tracks companies involved in data center construction, real estate, power systems, cooling, connectivity, and cloud infrastructure. This AI portfolio searches for stocks benefiting from surging demand for compute capacity, AI workloads, and digital storage.
Open stock picks
Ciena Corporation (NYSE: CIEN) is a leading provider of optical networking systems, software, and services. As AI workloads drive exponential growth in data center traffic, the need for…
NVIDIA Corporation (NASDAQ: NVDA) has become the indispensable computing platform for the AI era, with its GPUs and networking solutions powering the vast majority of AI data centers…
Investment ThesisnVent Electric (NYSE: NVT) is a global leader in electrical connection and protection solutions, with a growing focus on thermal management for data centers. As AI and…
Vantage Towers AG (VTWR.F) is a leading European tower infrastructure company, but its strategic pivot into data center edge infrastructure makes it a compelling addition to our Data…
Investment ThesisCogent Communications (NASDAQ: CCOI) is a leading internet service provider and owner of one of the world's largest Tier 1 IP networks. The company is uniquely positioned…
As the world races to build AI-ready data centers, the critical infrastructure behind them often goes unnoticed. One such unsung hero is Crestchic Plc (CRST.L), a UK-based specialist…
Kingspan Group plc (ISE: KRX) is a global leader in high-performance insulation and building envelope solutions, increasingly critical in the construction of energy-efficient data centers. As the AI…
As data centers scale to meet AI demand, cooling has become a critical bottleneck. Traditional cooling methods are energy-intensive and environmentally costly. Cibus Inc. (NASDAQ: CBUS) is pioneering…
IntroductionAs the digital economy expands, data centers are the critical infrastructure enabling AI, cloud computing, and connectivity. While most investors focus on the hardware and software inside these…
Vistra Corp (NYSE: VST) is uniquely positioned to capitalize on the surging electricity demand from AI data centers. As one of the largest competitive power producers in the…
Legrand SA (LR.PA) is a global specialist in electrical and digital building infrastructures, providing solutions for power distribution, cable management, and connectivity. The company is a key beneficiary…
Belden Inc. (NYSE: BDC) is a global leader in high-quality signal transmission solutions, including copper and fiber optic cabling, connectivity, and networking infrastructure. The company is a key…
Portfolio reviews
August 3, 2026
Data Center Portfolio Weekly Review – July 31, 2026 This week, the Data Center Portfolio experienced a mix of strong gains and sharp declines, reflecting the volatile nature…
July 27, 2026
Portfolio Performance OverviewThe Data Center Portfolio returned mixed results this week. Top performers include Munters Group (+20.01%), CleanSpark (+12.56%), and Corsair Gaming (+10.06%). On the downside, Generac (-14.35%),…
July 18, 2026
Portfolio Performance OverviewOver the past week, the Data Center Portfolio experienced mixed results. Top performers included Munters Group AB (MMNNF) with a 20.01% gain, Stag Industrial (STAG) up…
July 11, 2026
Data Center Portfolio Weekly ReviewReview Date: July 10, 2026The Data Center Portfolio continues to navigate a dynamic environment, with strong performance from key holdings like NVIDIA (NVDA, +8.28%),…
July 4, 2026
Portfolio Performance OverviewThe Data Center Portfolio declined broadly over the past two weeks, with the majority of positions in negative territory. The portfolio's heavy tilt toward power management,…
June 27, 2026
Portfolio Performance OverviewThe Data Center Portfolio declined approximately 5% this week, underperforming the broader market as investors rotated out of high-growth AI and data center stocks. The portfolio's…
June 20, 2026
Portfolio OverviewThe Data Center Portfolio (ID: 150) is a thematic global portfolio focused on the data center ecosystem, including REITs, power and cooling equipment, networking, semiconductors, and software.…
June 13, 2026
Data Center Portfolio Weekly ReviewReview date: June 13, 2026The Data Center Portfolio is currently a focused thematic portfolio with one open position: Powell Industries, Inc. (NASDAQ: POWL). The…
Closed stock picks
Vast Renewables Limited (NASDAQ: VSTE) is an Australian-based renewable energy company specializing in concentrated solar power (CSP) technology. While not a traditional data center infrastructure play, Vast is…
Modine Manufacturing Company (NYSE: MOD) is a global leader in thermal management solutions, with its data center cooling segment experiencing explosive growth driven by AI and high-performance computing.…
Investment ThesisVertiv Holdings Co (NYSE: VRT) is a global leader in critical digital infrastructure and continuity solutions, specializing in power, cooling, and IT infrastructure for data centers. As…
Storj Labs (NASDAQ: STORJ) is a decentralized cloud storage platform that leverages a global network of nodes to provide secure, cost-effective, and scalable storage. As data centers grapple…
Astera Labs (NASDAQ: ALAB) is a fabless semiconductor company specializing in connectivity solutions for data centers, particularly AI and machine learning workloads. Its products, including the Aries PCIe…
Strymon Infrastructure (NYSE: STRY) is a leading provider of advanced cooling and power distribution solutions for data centers. With the exponential growth of AI workloads, data center power…
Arm Holdings (NASDAQ:ARM) is the leading provider of energy-efficient processor architecture, powering billions of devices worldwide. In the data center, Arm-based chips are increasingly adopted for their superior…
Generac Holdings (NYSE: GNRC) is a leading manufacturer of backup power generation products and energy storage systems. The company is well-positioned to capitalize on the massive data center…
Spruce Power Holding Corporation (NYSE: SPRU) is a leading owner and operator of distributed solar energy assets, primarily residential and commercial solar systems. As data centers increasingly seek…
NEXTracker (NASDAQ: NXT) is a global leader in solar tracking systems, essential for utility-scale solar projects that increasingly power data centers. As hyperscalers commit to 24/7 carbon-free energy,…
Storj Labs (NASDAQ: STOR) is a decentralized cloud storage platform that leverages a global network of nodes to provide secure, cost-effective, and scalable storage solutions. As data centers…
Lattice Semiconductor (NASDAQ: LSCC) is a leading provider of low-power, small-form-factor field-programmable gate arrays (FPGAs). The company's solutions are increasingly critical in data centers for edge AI acceleration,…
