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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
2801
RWM
Raffa Wealth Management
District of Columbia
$61.2K -$520 15 0.03% Reduced
2802
FCB
First Command Bank
Texas
$61K +$12.7K 2 0.01% Increased
2803
FCFS
First Command Financial Services
Texas
$61K +$12.7K 2 0.01% Increased
2804
SC
Stephens Consulting
Michigan
$60.5K $0 3 0.05% Maintained
2805
AW
Avion Wealth
Texas
$58K +$15.2K 4 0.02% Increased
2806
Close Asset Management
Close Asset Management
United Kingdom
$58K $0 2 0% Maintained
2807
BHWM
Beaird Harris Wealth Management
Texas
$57K -$10.3K 6 0.01% Reduced
2808
PP
Paloma Partners
Connecticut
$56K -$8.12M 2 0% Reduced
2809
CL
COWA LLC
Oklahoma
$54K +$57.9K 2 0.04% New
2810
DI
Disciplined Investments
Oklahoma
$54K -$604 12 0.03% Reduced
2811
HCM
Highlander Capital Management
New Jersey
$53K -$3.01K 2 0.03% Reduced
2812
MTIC
Missouri Trust & Investment Company
Missouri
$53K -$42K 2 0.03% Reduced
2813
NCA
New Century Advisors
Maryland
$53K -$3.82K 1 0.06% Reduced
2814
TJHA
Thomas J. Herzfeld Advisors
Florida
$53K -$10.5K 3 0.02% Reduced
2815
CA
Centerpoint Advisors
Massachusetts
$52K -$359 4 0.03% Reduced
2816
MIM
Macroview Investment Management
Maryland
$51K +$32.4K 5 0.09% Increased
2817
WOC
West Oak Capital
California
$51K $0 2 0.03% Maintained
2818
CP
Castleview Partners
Texas
$50K -$1.88M 3 0.05% Reduced
2819
LJHT
Laurie J. Hall Trustee
$48K -$9.01K 3 0.02% Reduced
2820
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$48K +$12.2K 5 0.03% Increased
2821
OCAM
Owl Creek Asset Management
New York
$47K $0 1 0% Maintained
2822
DOA
D'Orazio & Associates
Virginia
$46K +$47.8K 1 0.01% New
2823
SKK
Shepherd Kaplan Krochuk
Massachusetts
$45K $0 1 0.02% Maintained
2824
SWM
Stapp Wealth Management
Washington
$44K +$46.2K 1 0.13% New
2825
CCM
Cribstone Capital Management
Maine
$43K -$57.9K 2 0.03% Reduced