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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
3601
WF
Wayfinding Financial
Washington
$343K -$596K 1 0.15% Reduced
3602
GGS
Galvin Gaustad & Stein
Arizona
$343K +$260K 1 0.03% New
3603
WC
Wynn Capital
Georgia
$342K -$4.35K 1 0.18% Reduced
3604
SEP
Southland Equity Partners
Missouri
$342K -$6.13K 1 0.07% Reduced
3605
CCAL
City Center Advisors LLC
Michigan
$342K -$672K 1 0.37% Reduced
3606
BOM
Bank of Marin
California
$339K +$26.8K 1 0.26% Increased
3607
EFA
Evernest Financial Advisors
Indiana
$338K +$292K 1 0.11% New
3608
CCC
Compass Capital Corp
Massachusetts
$337K -$183K 1 0.16% Reduced
3609
JCM
Jacobsen Capital Management
Utah
$337K +$57.3K 1 0.12% Increased
3610
TF
Tudor Financial
Ohio
$337K +$31.4K 1 0.19% Increased
3611
BWM
BKM Wealth Management
Wisconsin
$336K -$308 1 0.13% Reduced
3612
ASM
AI-Squared Management
Hong Kong
$336K +$279K 1 0.21% New
3613
TWP
Tower Wealth Partners
Pennsylvania
$336K +$11.1K 1 0.2% Increased
3614
AWM
Adams Wealth Management
Utah
$335K $0 1 0.06% Maintained
3615
CI
CacheTech Inc
Utah
$335K $0 1 0.06% Maintained
3616
NRW
Nova R Wealth
Kansas
$335K $0 1 0.16% Maintained
3617
CWM
Concentrum Wealth Management
California
$335K -$268K 1 0.11% Reduced
3618
SWMG
Sanchez Wealth Management Group
Florida
$335K +$924 1 0.08% Increased
3619
JF
Joule Financial
Kentucky
$333K -$104K 1 0.11% Reduced
3620
BFPW
BOK Financial Private Wealth
Colorado
$332K -$17.1K 6 0.02% Reduced
3621
MCM
Magnolia Capital Management
New York
$331K +$251K 1 0.26% New
3622
LCM
Lazari Capital Management
California
$330K -$21.2K 1 0.12% Reduced
3623
RFS
Richardson Financial Services
Massachusetts
$330K +$127K 5 0.22% Increased
3624
OCG
Opus Capital Group
Ohio
$330K $0 1 0.04% Maintained
3625
ML
McAdam LLC
Pennsylvania
$330K +$9.86K 1 0.02% Increased