← 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
4326
SSW
Stone Summit Wealth
Florida
$377K -$36.3K 1 0.1% Reduced
4327
CWS
Cypress Wealth Services
California
$377K -$7.1K 2 0.05% Reduced
4328
CA
Cortland Associates
Missouri
$377K $0 1 0.05% Maintained
4329
NCM
Nelson Capital Management
California
$377K +$357K 1 0.04% New
4330
AWM
Aberdeen Wealth Management
Illinois
$377K +$36.2K 6 0.18% Increased
4331
GAM
Gould Asset Management
California
$376K $0 1 0.06% Maintained
4332
O3W
Omni 360 Wealth
New Jersey
$375K $0 1 0.17% Maintained
4333
EMCIP
Ewing Morris & Co Investment Partners
Ontario, Canada
$375K +$393K 1 0.2% New
4334
MIM
Macroview Investment Management
Maryland
$374K $0 1 0.23% Maintained
4335
PAM
Parvin Asset Management
South Dakota
$374K -$5.86K 3 0.29% Reduced
4336
CFO
Collective Family Office
Pennsylvania
$372K -$19.4K 1 0.08% Reduced
4337
FMTC
Farmers & Merchants Trust Company
California
$372K -$11.7K 1 0.08% Reduced
4338
GPW
Gentry Private Wealth
Kansas
$372K -$3.64K 1 0.19% Reduced
4339
CWA
Consilium Wealth Advisory
Texas
$371K +$21.8K 1 0.11% Increased
4340
FDDB
Fidelity D&D Bancorp
Pennsylvania
$371K $0 1 0.13% Maintained
4341
OL
Owen LaRue
Kentucky
$369K +$420K 1 0.13% New
4342
KA
Kercheville Advisors
Texas
$368K +$349K 1 0.11% New
4343
PAG
Powers Advisory Group
Illinois
$368K +$17K 1 0.12% Increased
4344
MAA
Matrix Asset Advisors
New York
$367K $0 1 0.03% Maintained
4345
RIM
Redwood Investment Management
Arizona
$367K -$1.05M 1 0.04% Reduced
4346
PFWA
Paces Ferry Wealth Advisors
Georgia
$367K +$317 1 0.14% Increased
4347
WC
Wynn Capital
Georgia
$367K $0 1 0.16% Maintained
4348
MLTEF
Metatron Long Term Equity Fund
$366K +$312K 1 0.17% New
4349
XA
X Advisors
California
$362K +$357K 1 0.96% New
4350
WSWA
Warren Street Wealth Advisors
California
$362K +$246K 2 0.08% Increased