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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
2576
VC
Voss Capital
Texas
$255K -$18.8K 1 0.07% Reduced
2577
WIC
Woodmont Investment Counsel
Tennessee
$255K $0 1 0.03% Maintained
2578
EVM
Evelyn V. Moreno
$254K -$167K 1 0.11% Reduced
2579
MC
Middleton & Co
Massachusetts
$254K -$8.27M 1 0.04% Reduced
2580
OC
Oakworth Capital
Alabama
$254K $0 4 0.03% Maintained
2581
SFP
Sweet Financial Partners
Minnesota
$254K +$310K 1 0.08% New
2582
ARIS
Advanced Research Investment Solutions
California
$253K +$283K 3 0.16% New
2583
GC
Garde Capital
Washington
$252K -$191K 2 0.03% Reduced
2584
FBFS
First Business Financial Services
Wisconsin
$251K $0 1 0.04% Maintained
2585
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$251K +$5.33K 1 0.01% Increased
2586
HFG
Heron Financial Group
New York
$250K $0 1 0.15% Maintained
2587
HCM
Hilton Capital Management
New York
$250K +$2.51K 1 0.03% Increased
2588
JSA
Jacobson & Schmitt Advisors
Wisconsin
$249K $0 1 0.08% Maintained
2589
BB
Berkshire Bank
Massachusetts
$248K +$302K 1 0.08% New
2590
JIC
Joel Isaacson & Co
New York
$247K $0 1 0.02% Maintained
2591
RIG
Renaissance Investment Group
Massachusetts
$246K -$25.5K 1 0.08% Reduced
2592
CA
Cortland Associates
Missouri
$245K $0 1 0.04% Maintained
2593
CG
Clarus Group
Texas
$244K $0 1 0.22% Maintained
2594
FNC
First National Corp
Massachusetts
$244K +$10.8K 1 0.07% Increased
2595
NWA
Navis Wealth Advisors
New York
$243K -$368K 1 0.38% Reduced
2596
CBB
Citizens Business Bank
California
$242K -$5.13M 1 0.06% Reduced
2597
CA
Crewe Advisors
Utah
$242K +$49.8K 10 0.04% Increased
2598
RCG
Regatta Capital Group
California
$241K $0 1 0.1% Maintained
2599
WDC
Woodward Diversified Capital
California
$241K -$180K 1 0.2% Reduced
2600
AWA
Artemis Wealth Advisors
New York
$240K $0 1 0.06% Maintained