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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
2976
E Fund Management
E Fund Management
China
$201K -$4.09K 1 0.02% Reduced
2977
BBWP
Beacon Bridge Wealth Partners
Pennsylvania
$201K +$206K 1 0.11% New
2978
WTG
West Tower Group
Virginia
$197K -$152K 6 0.1% Reduced
2979
MIM
Meridiem Investment Management
United Kingdom
$188K $0 1 0.01% Maintained
2980
SPW
Sonoma Private Wealth
California
$187K +$197K 1 0.34% New
2981
PWMA
Pension & Wealth Management Advisors
Massachusetts
$186K +$49.9K 2 0.13% Increased
2982
CMI
Clare Market Investments
Texas
$184K +$272K 1 0.07% New
2983
EL
EMFO LLC
Florida
$181K $0 5 0.17% Maintained
2984
LJHT
Laurie J. Hall Trustee
$179K -$10.6K 2 0.08% Reduced
2985
FCMT
Founders Capital Management (Texas)
Texas
$179K -$10.2K 3 0.14% Reduced
2986
SAM
S.A. Mason
Michigan
$174K $0 2 0.13% Maintained
2987
MFG
Mendota Financial Group
Wisconsin
$174K -$28.3K 3 0.18% Reduced
2988
FFC
First Financial Corp
Indiana
$166K +$8.18K 4 0.1% Increased
2989
SGA
Seaport Global Advisors
Massachusetts
$165K -$22K 1 0.5% Reduced
2990
PCFFS
Pacific Center for Financial Services
California
$161K +$32.4K 3 0.05% Increased
2991
CWS
Cypress Wealth Services
California
$159K $0 2 0.04% Maintained
2992
ECM
Elgethun Capital Management
South Dakota
$155K $0 1 0.05% Maintained
2993
Marex Group
Marex Group
$153K +$160K 1 0.02% New
2994
GG
Gleason Group
Kentucky
$152K +$575 2 0.04% Increased
2995
PPWM
PFG Private Wealth Management
Florida
$152K -$85.4K 3 0.11% Reduced
2996
USB
Union Savings Bank
Connecticut
$148K $0 3 0.09% Maintained
2997
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$147K +$11.4K 7 0.06% Increased
2998
AIM
Acropolis Investment Management
Missouri
$147K $0 1 0.01% Maintained
2999
JGIA
Jackson Grant Investment Advisers
Connecticut
$146K -$5.44K 6 0.07% Reduced
3000
AWM
Abound Wealth Management
Tennessee
$145K +$43.1K 12 0.06% Increased