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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
1101
MIS
Morningstar Investment Services
Illinois
$945K +$909K 1 0.1% New
1102
Advisory Services Network
Advisory Services Network
Georgia
$943K +$872K 1 0.77% New
1103
MAI Capital Management
MAI Capital Management
Ohio
$935K +$896K 1 0.12% New
1104
ST
Stifel Trust
Missouri
$935K +$899K 2 0.19% New
1105
MAA
Mraz Amerine & Associates
California
$934K +$948K 1 0.47% New
1106
PSI
Pinnacle Summer Investments
Virginia
$929K +$989K 7 0.23% New
1107
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$921K +$891K 10 0.06% New
1108
Mizuho Securities USA
Mizuho Securities USA
New York
$920K +$1.04M 1 0.05% New
1109
Oaktree Capital Management
Oaktree Capital Management
California
$915K +$982K 1 0.02% New
1110
RBA
Richard Bernstein Advisors
New York
$913K +$858K 2 0.3% New
1111
FBT
First Bankers Trust
Kentucky
$911K +$876K 1 0.49% New
1112
Bartlett & Co
Bartlett & Co
Ohio
$900K +$871K 5 0.05% New
1113
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$897K +$837K 2 0.65% New
1114
TU
TDAM USA
Ontario, Canada
$895K +$899K 2 0.04% New
1115
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$889K +$855K 1 0.11% New
1116
WIS
Wright Investors Service
Connecticut
$888K +$950K 1 0.42% New
1117
B
BancorpSouth
Mississippi
$884K +$823K 1 0.11% New
1118
FA
FMA Advisory
Pennsylvania
$878K +$841K 1 0.37% New
1119
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$872K +$835K 1 0.62% New
1120
BBA
BLB&B Advisors
Pennsylvania
$865K +$829K 1 0.24% New
1121
SBCM
Silver Bridge Capital Management
Massachusetts
$855K +$819K 1 0.16% New
1122
CTA
Chesley Taft & Associates
Illinois
$848K +$1.11M 1 0.1% New
1123
Old National Bancorp
Old National Bancorp
Indiana
$848K +$814K 2 0.09% New
1124
R.M. Davis Inc
R.M. Davis Inc
Maine
$847K +$811K 1 0.06% New
1125
MC
Maplelane Capital
New York
$846K +$952K 2 0.05% New