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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
1876
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$243K -$35.3K 1 0.07% Reduced
1877
KFS
Kurt F. Somerville
$243K +$226K 1 0.05% New
1878
CI
Chartist Inc
California
$243K +$876 1 0.11% Increased
1879
BOS
Bingham Osborn & Scarborough
California
$241K +$225K 1 0.02% New
1880
BFA
Beaumont Financial Advisors
Massachusetts
$240K +$243K 1 0.02% New
1881
FBT
First Bank & Trust
South Dakota
$238K $0 2 0.18% Maintained
1882
BW
Biegel & Waller
Maryland
$236K $0 1 0.14% Maintained
1883
MFS
Madrona Financial Services
Washington
$236K $0 1 0.18% Maintained
1884
OIWM
OptiFour Integrated Wealth Management
Virginia
$236K $0 1 0.19% Maintained
1885
Colony Group
Colony Group
Massachusetts
$235K +$11.4K 1 0.01% Increased
1886
ATC
Argent Trust Co
Tennessee
$234K -$2.76K 1 0.03% Reduced
1887
QCIG
Quad-Cities Investment Group
Iowa
$234K $0 6 0.21% Maintained
1888
BAM
Brave Asset Management
New Jersey
$230K +$7.78K 2 0.12% Increased
1889
NFGCM
Norman Fields Gottscho Capital Management
New York
$230K +$215K 1 0.11% New
1890
VCA
Verdence Capital Advisors
Maryland
$230K +$214K 1 0.06% New
1891
BWM
BigSur Wealth Management
Florida
$229K +$216K 1 0.14% New
1892
QC
QCM Cayman
Texas
$229K +$222K 1 0.75% New
1893
CICI
Capital Investment Counsel Inc
North Carolina
$228K $0 1 0.08% Maintained
1894
CC
Cornerstone Capital
California
$228K +$213K 1 0.03% New
1895
PMFA
Plante Moran Financial Advisors
Michigan
$227K -$722K 7 0.07% Reduced
1896
CDH
Charles D. Hyman
$226K +$213K 1 0.02% New
1897
Dynasty Wealth Management
Dynasty Wealth Management
Florida
$226K +$213K 1 0.29% New
1898
SCM
Salem Capital Management
Massachusetts
$226K +$210K 1 0.12% New
1899
AG
Appleton Group
Wisconsin
$225K +$212K 1 0.24% New
1900
CA
Cortland Associates
Missouri
$225K $0 1 0.03% Maintained