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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
3001
WIM
Walsky Investment Management
Pennsylvania
$2.26M -$82.7K 1 2.1% Reduced
3002
PIA
PineBridge Investments Asia
$2.26M -$1.54M 1 0.77% Reduced
3003
CAS
CTC Alternative Strategies
Illinois
$2.26M +$2.24M 2 3.26% New
3004
Accredited Investors
Accredited Investors
Minnesota
$2.26M +$668K 6 0.1% Increased
3005
SMA
Seven Mile Advisory
New Jersey
$2.25M -$404K 4 1.51% Reduced
3006
Facet Wealth Inc
Facet Wealth Inc
Maryland
$2.25M +$607K 4 0.03% Increased
3007
BIA
Bigelow Investment Advisors
Maine
$2.25M +$44.5K 2 0.82% Increased
3008
TCM
Tuttle Capital Management
Connecticut
$2.25M -$79.2K 3 1.52% Reduced
3009
ICM
Islay Capital Management
Texas
$2.25M +$21.8K 1 1.04% Increased
3010
SAM
S.A. Mason
Michigan
$2.25M +$11K 2 0.69% Increased
3011
GIM
Generali Investments Management
Slovenia
$2.25M +$1.39M 2 0.49% Increased
3012
CL
CLG LLC
California
$2.24M +$2.4M 1 0.49% New
3013
CI
Corient IA
Florida
$2.24M -$221K 6 2.06% Reduced
3014
MMM
Mendel Money Management
Illinois
$2.23M -$133K 2 0.82% Reduced
3015
CMI
Clare Market Investments
Texas
$2.23M +$1.86M 4 0.41% Increased
3016
GC
Grizzlyrock Capital
Illinois
$2.23M +$1.54M 1 1.56% New
3017
GJIA
Glass Jacobson Investment Advisors
Maryland
$2.23M +$71.7K 6 0.69% Increased
3018
XWM
Xcel Wealth Management
Florida
$2.23M +$479K 1 0.53% Increased
3019
WKWM
Walter & Keenan Wealth Management
Indiana
$2.22M +$5.11K 3 0.55% Increased
3020
HI
Hendershot Investments
Virginia
$2.22M -$9.66K 2 0.29% Reduced
3021
CWP
Curated Wealth Partners
California
$2.21M +$414K 7 0.26% Increased
3022
BL
BFSG LLC
California
$2.2M -$159K 8 0.2% Reduced
3023
GEM
Global Endowment Management
North Carolina
$2.2M +$2.58M 1 0.22% Increased
3024
UWM
Udine Wealth Management
Florida
$2.2M +$2.5M 1 0.91% New
3025
MC
Matisse Capital
Oregon
$2.2M -$2.18K 2 0.88% Reduced