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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2526
DBT
Dubuque Bank & Trust
Iowa
$254K -$4.64K 1 0.03% Reduced
2527
Loews Corp
Loews Corp
New York
$254K $0 1 0% Maintained
2528
Pure Financial Advisors
Pure Financial Advisors
California
$254K $0 1 0.03% Maintained
2529
Eagle Global Advisors
Eagle Global Advisors
Texas
$253K $0 1 0.02% Maintained
2530
ICM
Infini Capital Management
Hong Kong
$253K -$474K 1 1.56% Reduced
2531
IMF
Infini Master Fund
Hong Kong
$253K -$474K 1 1.56% Reduced
2532
ANB
Amarillo National Bank
Texas
$252K $0 1 0.06% Maintained
2533
BFA
Beaumont Financial Advisors
Massachusetts
$252K -$6.67M 1 0.02% Reduced
2534
CFO
Collective Family Office
Pennsylvania
$251K -$4.38K 1 0.12% Reduced
2535
RIM
Rockbridge Investment Management
New York
$251K -$6.5K 4 0.05% Reduced
2536
SA
Strategic Advisors
New York
$251K +$34.5K 1 0.07% Increased
2537
BOS
Bingham Osborn & Scarborough
California
$250K -$60K 1 0.02% Reduced
2538
LFA
Landmark Financial Advisors
Kentucky
$249K $0 1 0.13% Maintained
2539
WFC
Western Financial Corp
California
$248K $0 1 0.15% Maintained
2540
TC
TradeLink Capital
Illinois
$246K +$305K 1 3.36% New
2541
WR
WD Rutherford
Oregon
$245K +$126K 3 0.15% Increased
2542
CIA
CSat Investment Advisory
Michigan
$244K +$76.2K 7 0.21% Increased
2543
MIP
Marietta Investment Partners
Wisconsin
$242K +$226K 1 0.06% New
2544
VIMU
Veritas Investment Management (UK)
United Kingdom
$242K $0 1 0.05% Maintained
2545
AAM
Auxier Asset Management
Oregon
$241K -$31.7K 1 0.04% Reduced
2546
DJYG
David J. Yvars Group
Florida
$241K $0 1 0.15% Maintained
2547
AGA
Accuvest Global Advisors
Utah
$240K +$216K 1 0.13% New
2548
DC
Derby & Company
Massachusetts
$240K $0 1 0.05% Maintained
2549
EIA
Edgemoor Investment Advisors
Maryland
$240K +$15.9K 1 0.02% Increased
2550
HFAS
Hummer Financial Advisory Services
Illinois
$239K +$27.6K 1 0.23% Increased