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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
2426
WP
WMS Partners
Maryland
$266K +$4.35K 1 0.05% Increased
2427
BFC
Bedel Financial Consulting
Indiana
$264K +$137K 4 0.12% Increased
2428
SIM
SSI Investment Management
California
$264K -$226 1 0.02% Reduced
2429
WWM
Wolff Wiese Magana
California
$263K +$248K 9 0.22% New
2430
APG
Abacus Planning Group
South Carolina
$262K $0 1 0.08% Maintained
2431
BMWM
Brown Miller Wealth Management
Virginia
$262K +$246K 1 0.2% New
2432
SRSA
S.R. Schill & Associates
Washington
$262K -$2.87M 1 0.12% Reduced
2433
ETI
Enterprise Trust & Investment
California
$261K $0 1 0.12% Maintained
2434
SCA
Salient Capital Advisors
Texas
$259K +$227K 1 0.01% New
2435
AIM
Aspen Investment Management
Michigan
$258K +$227K 1 0.15% New
2436
WMC
Westwood Management Corporation
Illinois
$258K +$243K 1 0.02% New
2437
HCA
Horan Capital Advisors
Ohio
$256K -$9K 1 0.13% Reduced
2438
MHR
Matthew Hamilton Rosenberg
$256K +$12.5K 6 0.16% Increased
2439
WC
Wexford Capital
Florida
$256K $0 1 0.04% Maintained
2440
NICM
Neo Ivy Capital Management
New York
$255K -$465K 3 0.28% Reduced
2441
SCP
Sandhill Capital Partners
New York
$255K +$13.3K 1 0.02% Increased
2442
BP
BBR Partners
New York
$254K +$239K 1 0.02% New
2443
OFG
Oxford Financial Group
Indiana
$254K +$239K 1 0.04% New
2444
HFG
Heron Financial Group
New York
$252K $0 1 0.17% Maintained
2445
LWP
Legacy Wealth Planning
Nevada
$251K $0 1 0.32% Maintained
2446
NFGCM
Norman Fields Gottscho Capital Management
New York
$251K $0 1 0.11% Maintained
2447
RIM
Rockbridge Investment Management
New York
$251K +$4.92K 6 0.05% Increased
2448
ANB
Amarillo National Bank
Texas
$250K $0 1 0.07% Maintained
2449
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$250K $0 1 0.46% Maintained
2450
GWAG
Garrett Wealth Advisory Group
Texas
$249K +$1.24K 1 0.19% Increased