← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2651
EI
EDMP Inc
Florida
$207K +$211K 1 0.22% New
2652
HWA
Heartwood Wealth Advisors
Virginia
$207K +$210K 1 0.03% New
2653
EIA
Edgemoor Investment Advisors
Maryland
$206K -$47.7K 1 0.02% Reduced
2654
FSC
Full Sail Capital
Oklahoma
$206K $0 1 0.02% Maintained
2655
HR
Howe & Rusling
New York
$206K -$10.2K 15 0.03% Reduced
2656
MFG
Magnus Financial Group
New York
$205K +$831 1 0.04% Increased
2657
SIGI
Susquehanna International Group (Ireland)
Ireland
$205K +$203K 1 0.05% New
2658
MIC
Meridian Investment Counsel
California
$204K $0 1 0.07% Maintained
2659
BCM
BTR Capital Management
California
$203K +$206K 1 0.03% New
2660
GIA
Gladstone Institutional Advisory
Florida
$202K -$33.9K 1 0.02% Reduced
2661
GPA
Guidance Point Advisors
Massachusetts
$202K +$211K 5 0.07% New
2662
WPP
Whalerock Point Partners
Rhode Island
$202K $0 1 0.08% Maintained
2663
IC
Inscription Capital
Texas
$201K -$1.62M 1 0.06% Reduced
2664
RPWA
Regent Peak Wealth Advisors
Georgia
$201K -$207K 1 0.06% Reduced
2665
SAM
Secure Asset Management
Michigan
$201K -$21K 1 0.1% Reduced
2666
MC
Machina Capital
France
$200K +$207K 1 0.43% New
2667
FP
Financial Perspectives
Minnesota
$198K -$520K 7 0.1% Reduced
2668
CAL
Capital Advisors Ltd
Ohio
$197K +$79.3K 1 0.04% Increased
2669
CHA
Carmichael Hill & Associates
Maryland
$195K $0 6 0.1% Maintained
2670
APW
Acima Private Wealth
Virginia
$194K $0 1 0.09% Maintained
2671
AWM
Atticus Wealth Management
Florida
$193K +$87.5K 5 0.08% Increased
2672
JFA
JNBA Financial Advisors
Minnesota
$191K +$47.4K 5 0.03% Increased
2673
VAM
Verity Asset Management
North Carolina
$185K +$183K 1 0.12% New
2674
DOA
D'Orazio & Associates
Virginia
$184K +$82.6K 7 0.04% Increased
2675
FFA
Freedman Financial Associates
Massachusetts
$184K +$680 5 0.13% Increased