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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
1826
ATC
Argent Trust Co
Tennessee
$232K +$229K 1 0.03% New
1827
BFO
Boston Family Office
Massachusetts
$230K -$57.2K 1 0.03% Reduced
1828
WP
WealthSource Partners
California
$230K -$216K 1 0.06% Reduced
1829
BTNA
Bremer Trust National Association
Minnesota
$229K -$98.2K 1 0.06% Reduced
1830
BWM
Biltmore Wealth Management
Arizona
$227K -$9.72K 1 0.21% Reduced
1831
AIP
Almanack Investment Partners
Pennsylvania
$226K -$99.6K 1 0.1% Reduced
1832
AMCA
Arthur M. Cohen & Associates
Illinois
$226K $0 1 0.09% Maintained
1833
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$224K +$232K 1 0% New
1834
TSWM
Triangle Securities Wealth Management
North Carolina
$224K +$213K 1 0.13% New
1835
HP
Hikari Power
Japan
$222K +$242K 1 0.02% New
1836
FWM
Focused Wealth Management
New York
$220K -$94.3K 3 0.08% Reduced
1837
CCG
Cypress Capital Group
Florida
$218K +$226K 1 0.05% New
1838
Koshinski Asset Management
Koshinski Asset Management
Illinois
$218K -$612K 1 0.07% Reduced
1839
ACM
AUA Capital Management
Pennsylvania
$217K -$9.67K 1 0.19% Reduced
1840
IG
Ithaka Group
Virginia
$215K $0 1 0.03% Maintained
1841
QCIG
Quad-Cities Investment Group
Iowa
$215K +$203K 6 0.2% New
1842
SAM
Smithbridge Asset Management
Pennsylvania
$215K -$53.2K 1 0.14% Reduced
1843
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$212K +$7.93K 2 0.01% Increased
1844
SouthState Corp
SouthState Corp
Florida
$212K -$238K 1 0.02% Reduced
1845
HFBOT
Home Federal Bank of Tennessee
Tennessee
$210K $0 1 0.1% Maintained
1846
MFW
Meristem Family Wealth
Minnesota
$210K $0 1 0.07% Maintained
1847
HFS
Haverford Financial Services
Pennsylvania
$209K -$53.9K 1 0.08% Reduced
1848
RCM
RB Capital Management
Nevada
$209K -$232 1 0.15% Reduced
1849
FBT
First Bank & Trust
South Dakota
$208K +$71.7K 2 0.16% Increased
1850
VCM
Versant Capital Management
Arizona
$208K -$1.56K 10 0.09% Reduced