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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
Toth Financial Advisory
Toth Financial Advisory
Virginia
$368K -$8.86K 9 0.07% Reduced
2427
SWM
Silverlake Wealth Management
Vermont
$368K +$69 1 0.25% Increased
2428
MIM
Meridiem Investment Management
United Kingdom
$366K $0 2 0.01% Maintained
2429
Robotti Robert
Robotti Robert
$366K $0 1 0.09% Maintained
2430
AA
Addison Advisors
Vermont
$365K +$18.5K 6 0.23% Increased
2431
KWB Wealth
KWB Wealth
California
$365K +$14.4K 1 0.07% Increased
2432
VWA
V Wealth Advisors
Kansas
$364K -$91.4K 1 0.07% Reduced
2433
AAM
Ardevora Asset Management
United Kingdom
$363K +$89K 1 0.01% Increased
2434
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency
Massachusetts
$363K -$740K 1 0.09% Reduced
2435
OTL
Oak Thistle LLC
New York
$360K -$223K 1 1.3% Reduced
2436
OAM
Origin Asset Management
United Kingdom
$360K -$60.3K 1 0.15% Reduced
2437
RAM
Rempart Asset Management
Canada
$360K -$25.2K 1 0.09% Reduced
2438
SC
Saiph Capital
New Jersey
$359K +$1.96K 1 0.28% Increased
2439
Teamwork Financial Advisors
Teamwork Financial Advisors
Texas
$356K -$248K 1 0.08% Reduced
2440
MTIM
Marathon Trading Investment Management
Pennsylvania
$355K +$24.1K 1 0.03% Increased
2441
SWM
SFG Wealth Management
Maryland
$354K -$104K 1 0.48% Reduced
2442
Signet Financial Management
Signet Financial Management
New Jersey
$354K -$7.32K 2 0.07% Reduced
2443
Well Done LLC
Well Done LLC
Michigan
$354K -$23.9K 1 0.09% Reduced
2444
Arvest Trust
Arvest Trust
Oklahoma
$353K +$371K 1 0.02% New
2445
BWM
BigSur Wealth Management
Florida
$352K $0 1 0.18% Maintained
2446
Column Capital Advisors
Column Capital Advisors
Indiana
$351K $0 7 0.07% Maintained
2447
BAM
Beaumont Asset Management
Texas
$348K +$3.92K 1 0.28% Increased
2448
ACM
AUA Capital Management
Pennsylvania
$347K -$64.5K 5 0.23% Reduced
2449
MJP
Michael J. Puzo
$347K $0 1 0.13% Maintained
2450
FWM
Fingerlakes Wealth Management
New York
$346K +$1.96K 1 0.5% Increased