← 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
3776
RCP
Roan Capital Partners
Tennessee
$887K +$951K 1 0.74% New
3777
EW
Enzi Wealth
Texas
$883K $0 1 0.28% Maintained
3778
CWP
Clark Wealth Partners
Illinois
$880K -$70.9K 8 0.5% Reduced
3779
VI
Versor Investments
New York
$879K +$224K 1 1.85% Increased
3780
SFS
Summit Financial Strategies
Ohio
$879K -$403 2 0.06% Reduced
3781
WAG
Wallace Advisory Group
California
$879K +$533K 3 0.83% Increased
3782
AOI
Auto-Owners Insurance
Michigan
$875K $0 1 0.02% Maintained
3783
MIC
Meridian Investment Counsel
California
$875K -$66.9K 2 0.19% Reduced
3784
FWP
Firethorn Wealth Partners
Georgia
$874K -$7.96K 2 0.28% Reduced
3785
MWM
Mattern Wealth Management
Kansas
$873K +$10.8K 2 0.14% Increased
3786
LAM
Lakewood Asset Management
Illinois
$871K +$93.9K 1 0.48% Increased
3787
GA
Goldstein Advisors
Wisconsin
$870K +$168K 2 0.08% Increased
3788
CP
Clarendon Private
Massachusetts
$868K +$4.84K 1 0.56% Increased
3789
AWM
Aries Wealth Management
Maine
$867K $0 1 0.17% Maintained
3790
MSWA
Marshall & Sterling Wealth Advisors
New York
$867K +$17K 6 0.51% Increased
3791
SC
Schubert & Co
Texas
$866K +$1.51K 2 0.6% Increased
3792
GPW
Genesis Private Wealth
Virginia
$860K +$14.9K 2 0.24% Increased
3793
QFP
Quantum Financial Partners
Kansas
$858K +$812K 2 0.44% New
3794
FAL
Focused Alpha LLC
Colorado
$857K +$574K 2 0.22% Increased
3795
RIS
Retirement Income Solutions
Michigan
$854K $0 2 0.15% Maintained
3796
IAS
Investment Advisory Services
Texas
$853K +$239K 3 0.25% Increased
3797
JC
Jacobs & Co
California
$853K +$3.12K 1 0.07% Increased
3798
BFG
Baron Financial Group
New Jersey
$849K +$95.4K 1 0.41% Increased
3799
KFI
Key Financial Inc
Pennsylvania
$848K -$37.5K 8 0.14% Reduced
3800
MM
MQS Management
New York
$848K +$615K 2 1.04% Increased