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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
1576
EA
Elm Advisors
California
$246K $0 1 0.22% Maintained
1577
Savant Capital
Savant Capital
Illinois
$245K +$239K 1 0.07% New
1578
RW
Rand Wealth
Maryland
$244K -$38.8K 1 0.03% Reduced
1579
UFF
USA Financial Formulas
Michigan
$242K -$6.19M 1 0.06% Reduced
1580
Covington Capital Management
Covington Capital Management
California
$239K $0 1 0.02% Maintained
1581
NIM
Northeast Investment Management
Massachusetts
$239K $0 1 0.02% Maintained
1582
KT
Kanaly Trust
Texas
$238K -$131 6 0.05% Reduced
1583
NA
Nottingham Advisors
New York
$237K +$219K 1 0.04% New
1584
FAM
Fortaleza Asset Management
Illinois
$235K +$8.03K 3 0.5% Increased
1585
BP
BBR Partners
New York
$233K +$5.95K 1 0.04% Increased
1586
Cerity Partners
Cerity Partners
New York
$232K +$227K 1 0.32% New
1587
AWA
ARS Wealth Advisors
Florida
$231K +$3.87K 1 0.1% Increased
1588
PAG
Private Advisory Group
Washington
$231K +$214K 1 0.16% New
1589
HEIP
Hudson Edge Investment Partners
New Jersey
$230K -$14.3K 1 0.03% Reduced
1590
AIS
Accurate Investment Solutions
Pennsylvania
$229K +$197 2 0.2% Increased
1591
HA
Hays Advisory
Tennessee
$229K +$224K 1 0.05% New
1592
CAM
Columbia Asset Management
Michigan
$228K -$24.6K 1 0.08% Reduced
1593
BO
Bach Option
Hong Kong
$226K +$16.4K 1 0.1% Increased
1594
BOS
Bingham Osborn & Scarborough
California
$224K -$159K 1 0.02% Reduced
1595
SFSIG
San Francisco Sentry Investment Group
California
$223K $0 1 0.13% Maintained
1596
SPWA
SteelBridge Private Wealth Advisors
Florida
$223K $0 1 0.35% Maintained
1597
BAC
Boys Arnold & Co
North Carolina
$222K $0 1 0.04% Maintained
1598
Grimes & Company
Grimes & Company
Massachusetts
$222K $0 1 0.03% Maintained
1599
RCM
RB Capital Management
Nevada
$222K +$217K 1 0.22% New
1600
CI
Chartist Inc
California
$221K -$7.34K 1 0.11% Reduced