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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
4001
RDFA
Ritter Daniher Financial Advisory
Ohio
$4.14K -$4.28K 1 0% Reduced
4002
MIM
Marshall Investment Management
Colorado
$4.11K +$5.51K 2 0% New
4003
BCPWM
Bradley & Co Private Wealth Management
Florida
$4.04K $0 1 0% Maintained
4004
PCM
Perritt Capital Management
Illinois
$3.81K $0 1 0% Maintained
4005
RJA
Ross\Johnson & Associates
Minnesota
$3.75K +$1.15K 5 0.06% Increased
4006
NRWA
North Ridge Wealth Advisors
Oregon
$3.51K $0 1 0% Maintained
4007
SIM
Studio Investment Management
Illinois
$3.26K -$4.02K 1 0% Reduced
4008
SJIM
St. Johns Investment Management
Florida
$2.88K $0 1 0% Maintained
4009
GK
Graney & King
New York
$2.81K $0 3 0% Maintained
4010
LIM
Lagoda Investment Management
New York
$2.72K -$1.44M 1 0% Reduced
4011
BMC
Bear Mountain Capital
Washington
$2.7K +$1.12K 4 0% Increased
4012
BGWM
Bridge Generations Wealth Management
Florida
$2.13K +$2.39K 3 0% New
4013
PS
PayPay Securities
Japan
$2.01K -$949 1 0.11% Reduced
4014
BCM
Blume Capital Management
California
$1.9K +$2.14K 2 0% New
4015
NWM
Nova Wealth Management
Florida
$1.63K +$899 2 0% Increased
4016
CW
Curio Wealth
Maryland
$1.38K -$1.01K 2 0% Reduced
4017
BIM
Breakwater Investment Management
Washington
$1.36K $0 1 0% Maintained
4018
CFS
CGC Financial Services
Oregon
$1.23K $0 2 0% Maintained
4019
MWA
Miller Wealth Advisors
Colorado
$1.22K -$22.2K 1 0% Reduced
4020
KHC
Koesten Hirschmann & Crabtree
Kansas
$1.12K $0 1 0% Maintained
4021
UFF
USA Financial Formulas
Michigan
$878 -$1.4M 1 0% Reduced
4022
HFS
Horizon Financial Services
North Carolina
$580 -$1.21K 1 0% Reduced
4023
WestEnd Advisors
WestEnd Advisors
North Carolina
$580 +$630 1 0% New
4024
Clear Street
Clear Street
New York
$61 -$51.6K 1 0% Reduced
4025
MAM
Marquette Asset Management
Minnesota
$53 +$63 1 0% New