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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
2551
JF
JSF Financial
California
$253K +$16K 1 0.15% Increased
2552
CAM
Columbia Asset Management
Michigan
$252K -$1.37M 1 0.06% Reduced
2553
BPGAM
BTG Pactual Global Asset Management
Bermuda
$250K +$49.8K 1 0.07% Increased
2554
GIA
Gladstone Institutional Advisory
Florida
$250K -$181K 1 0.03% Reduced
2555
DJYG
David J. Yvars Group
Florida
$249K $0 1 0.14% Maintained
2556
GCM
Granby Capital Management
Florida
$249K +$251K 1 0.18% New
2557
OFS
Orrstown Financial Services
Pennsylvania
$249K $0 1 0.36% Maintained
2558
QGA
Q Global Advisors
Texas
$249K +$251K 1 0.17% New
2559
AIFAIM
American Institute for Advanced Investment Management
Arizona
$248K $0 1 0.17% Maintained
2560
AC
Alexandria Capital
Virginia
$247K +$15.4K 1 0.02% Increased
2561
EWM
EPG Wealth Management
Georgia
$247K +$248K 1 0.1% New
2562
SEP
Southland Equity Partners
Missouri
$246K +$244K 1 0.12% New
2563
SMA
Sage Mountain Advisors
Georgia
$246K -$106K 1 0.04% Reduced
2564
55I LLC
55I LLC
Massachusetts
$245K +$228K 1 0.01% New
2565
LWM
Liberty Wealth Management
California
$245K +$33.7K 9 0.1% Increased
2566
RA
Riverstone Advisors
Texas
$245K $0 1 0.12% Maintained
2567
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$244K +$225K 1 0.01% New
2568
SFG
Sowa Financial Group
Rhode Island
$243K +$48.2K 1 0.18% Increased
2569
KP
Keel Point
Alabama
$242K -$74.1K 1 0.03% Reduced
2570
MAP
Milestone Advisory Partners
North Carolina
$241K $0 1 0.13% Maintained
2571
BAM
Barrett Asset Management
New York
$240K -$81.1K 2 0.01% Reduced
2572
MCM
Mengis Capital Management
Oregon
$239K $0 1 0.05% Maintained
2573
SAM
Secure Asset Management
Michigan
$233K +$227K 1 0.12% New
2574
OPA
Old Port Advisors
Maine
$231K -$111K 1 0.08% Reduced
2575
CHC
City Holding Co
West Virginia
$230K -$7.31K 3 0.04% Reduced