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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
2801
BC
Burleson & Co
California
$99K -$1K 1 0.02% Reduced
2802
MTIC
Missouri Trust & Investment Company
Missouri
$99K $0 2 0.06% Maintained
2803
RA
Rise Advisors
New York
$99K +$76.7K 5 0.1% Increased
2804
FFC
First Financial Corp
Indiana
$98K -$19K 2 0.06% Reduced
2805
Larson Financial Group
Larson Financial Group
Missouri
$97K +$50.7K 12 0.02% Increased
2806
HP
Hartree Partners
New York
$96.2K +$213K 1 0.02% New
2807
CCM
Cribstone Capital Management
Maine
$95K +$3.22K 4 0.06% Increased
2808
GG
Gleason Group
Kentucky
$95K +$1.11K 2 0.03% Increased
2809
HAS
HBW Advisory Services
California
$95K +$198K 3 0.02% New
2810
CAM
Costello Asset Management
Pennsylvania
$93K $0 3 0.08% Maintained
2811
KC
Knuff & Co
California
$91K +$8.29K 1 0.04% Increased
2812
CP
Castleview Partners
Texas
$88.7K +$1.82M 2 0.07% Increased
2813
BAM
Byrne Asset Management
New Jersey
$88K -$1.39K 3 0.06% Reduced
2814
FCT
First Community Trust
Iowa
$88K $0 4 0.1% Maintained
2815
GTAM
Global Trust Asset Management
Florida
$87K $0 1 0.04% Maintained
2816
LGA
Lebenthal Global Advisors
New York
$87K +$120K 1 0.04% New
2817
HCM
Highlander Capital Management
New Jersey
$85K $0 2 0.05% Maintained
2818
HCM
HM Capital Management
Missouri
$84K $0 1 0.05% Maintained
2819
ME
McIlrath & Eck
Washington
$84K +$10.1K 8 0.03% Increased
2820
PSB
Piscataqua Savings Bank
New Hampshire
$84K $0 3 0.07% Maintained
2821
AF
Arrow Financial
New York
$82K $0 1 0.01% Maintained
2822
TFM
TFC Financial Management
Massachusetts
$82K $0 5 0.02% Maintained
2823
KA
Kercheville Advisors
Texas
$81K -$12.6K 1 0.05% Reduced
2824
RA
Rational Advisors
New York
$81K +$12.8K 3 0.01% Increased
2825
OIS
Okabena Investment Services
Minnesota
$79K -$1.45K 2 0.04% Reduced