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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
1651
SIC
Shoker Investment Counsel
Ohio
$214K -$4.52K 1 0.18% Reduced
1652
Choreo LLC
Choreo LLC
Illinois
$213K +$192K 1 0.03% New
1653
GAM
Gould Asset Management
California
$213K +$208K 1 0.11% New
1654
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$213K +$210K 1 0.15% New
1655
VAM
Verity Asset Management
North Carolina
$213K +$225K 1 0.18% New
1656
GWA
Guidant Wealth Advisors
Illinois
$211K +$189K 1 0.11% Increased
1657
NA
Nottingham Advisors
New York
$211K $0 1 0.03% Maintained
1658
HFBOT
Home Federal Bank of Tennessee
Tennessee
$209K +$200K 1 0.11% New
1659
WC
Whitney & Co
New York
$209K +$207K 1 0.08% New
1660
CFA
Carroll Financial Associates
North Carolina
$208K -$4.81K 9 0.03% Reduced
1661
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$208K +$199K 1 0% New
1662
SIM
SSI Investment Management
California
$206K +$199K 1 0.02% New
1663
MHS
M Holdings Securities
Oregon
$205K +$203K 1 0.08% New
1664
BWM
BigSur Wealth Management
Florida
$204K +$187K 1 0.22% New
1665
WCM
Wallace Capital Management
Texas
$204K +$202K 1 0.03% New
1666
ED
Exane Derivatives
France
$203K -$1.29M 3 0.05% Reduced
1667
CIC
Cutler Investment Counsel
Oregon
$203K +$192K 1 0.05% New
1668
BOTW
Bank of the West
California
$202K +$191K 1 0.03% New
1669
PHK
Point72 Hong Kong
Hong Kong
$202K -$189K 5 0.26% Reduced
1670
CAM
CGOV Asset Management
Ontario, Canada
$201K -$131K 1 0.01% Reduced
1671
CT
Cambridge Trust
Massachusetts
$200K +$192K 1 0.01% New
1672
DHFB
Dixon Hubard Feinour & Brown
Virginia
$200K +$197K 1 0.06% New
1673
WP
WealthPLAN Partners
Nebraska
$193K +$196K 5 0.67% New
1674
PAM
Prudence Asset Management
Hong Kong
$192K -$7.52M 1 0.34% Reduced
1675
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$187K +$204K 1 0.02% New