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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
1851
EMG
ETF Managers Group
New Jersey
$221K -$105K 3 0.02% Reduced
1852
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$220K -$1.13M 3 0.01% Reduced
1853
CA
Cortland Associates
Missouri
$220K $0 1 0.04% Maintained
1854
SIM
SSI Investment Management
California
$218K -$74.9K 1 0.02% Reduced
1855
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$217K -$243K 5 0.16% Reduced
1856
PIM
Penobscot Investment Management
Massachusetts
$217K +$206K 1 0.06% New
1857
RFA
Reilly Financial Advisors
California
$216K -$4K 7 0.03% Reduced
1858
WCM
Wallace Capital Management
Texas
$216K $0 1 0.03% Maintained
1859
FAM
Fortaleza Asset Management
Illinois
$215K -$824K 1 1.35% Reduced
1860
OIWM
OptiFour Integrated Wealth Management
Virginia
$215K +$211K 1 0.18% New
1861
AMCA
Arthur M. Cohen & Associates
Illinois
$214K +$236K 1 0.06% New
1862
BW
Bison Wealth
Georgia
$214K -$1.55K 1 0.16% Reduced
1863
AFP
Ausdal Financial Partners
Iowa
$213K +$220K 1 0.08% New
1864
MHS
M Holdings Securities
Oregon
$213K +$105K 1 0.06% New
1865
LA
LexAurum Advisors
Kansas
$212K +$251K 1 0.2% New
1866
AIM
Advantage Investment Management
Iowa
$210K -$41.4K 7 0.07% Reduced
1867
CIC
Cutler Investment Counsel
Oregon
$210K $0 1 0.04% Maintained
1868
DCM
Dynamic Capital Management
Jersey
$210K -$1.05M 1 0.07% Reduced
1869
GCA
Greenwood Capital Associates
South Carolina
$210K -$2.58M 1 0.05% Reduced
1870
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$210K -$925 1 0.01% Reduced
1871
BOTW
Bank of the West
California
$209K $0 1 0.03% Maintained
1872
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$209K +$198K 1 0.09% New
1873
BWM
BigSur Wealth Management
Florida
$208K $0 1 0.21% Maintained
1874
ACM
Aviance Capital Management
Florida
$207K -$24.1K 1 0.01% Reduced
1875
CDH
Charles D. Hyman
$206K $0 1 0.02% Maintained