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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
2176
BMCM
Bryn Mawr Capital Management
Pennsylvania
$246K -$44.6K 1 0.18% Reduced
2177
CC
Cornerstone Capital
California
$246K $0 1 0.03% Maintained
2178
AG
Appleton Group
Wisconsin
$245K $0 1 0.31% Maintained
2179
IAP
Indie Asset Partners
Indiana
$245K +$252K 1 0.26% New
2180
Brighton Jones LLC
Brighton Jones LLC
Washington
$244K -$1.69K 1 0.03% Reduced
2181
RPWA
Regent Peak Wealth Advisors
Georgia
$244K +$251K 1 0.11% New
2182
GW & Wade
GW & Wade
Massachusetts
$243K -$34.8K 1 0.02% Reduced
2183
PAM
Premier Asset Management
Illinois
$243K +$248K 1 0.08% New
2184
SIA
Soltis Investment Advisors
Utah
$242K +$263K 1 0.05% New
2185
GIA
Gladstone Institutional Advisory
Florida
$240K -$30.7K 1 0.06% Reduced
2186
HFP
Holistic Financial Partners
Indiana
$240K +$175K 1 0.14% Increased
2187
MMG
Monetary Management Group
Missouri
$240K -$24.5K 2 0.09% Reduced
2188
PVH
Psagot Value Holdings
Israel
$239K +$111K 1 0.01% Increased
2189
BB
Bell Bank
North Dakota
$238K $0 1 0.04% Maintained
2190
TC
Tatro Capital
Kentucky
$238K +$223K 1 0.21% New
2191
Fund Evaluation Group
Fund Evaluation Group
Ohio
$236K +$3.75K 1 0.04% Increased
2192
TP
Tranquility Partners
Tennessee
$236K $0 1 0.21% Maintained
2193
WDL
Well Done LLC
Michigan
$236K $0 1 0.05% Maintained
2194
LFA
Landmark Financial Advisors
Kentucky
$235K +$214K 1 0.14% New
2195
NIM
Northeast Investment Management
Massachusetts
$235K $0 1 0.02% Maintained
2196
OCG
Opus Capital Group
Ohio
$235K -$239K 1 0.07% Reduced
2197
NFGCM
Norman Fields Gottscho Capital Management
New York
$234K $0 1 0.11% Maintained
2198
PCAP
Pratt Collard Advisory Partners
New York
$234K $0 1 0.18% Maintained
2199
CHC
City Holding Co
West Virginia
$233K -$17.8K 5 0.06% Reduced
2200
RMCM
Reynders McVeigh Capital Management
Massachusetts
$233K -$4.44K 1 0.02% Reduced