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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
1151
AFG
American Financial Group
Ohio
$757K +$725K 1 0.07% New
1152
PCM
Parsons Capital Management
Rhode Island
$750K +$762K 1 0.13% New
1153
TCOTO
Trust Company of the Ozarks
Missouri
$750K +$719K 1 0.25% New
1154
EIM
Essex Investment Management
Massachusetts
$746K +$668K 1 0.13% New
1155
SSIA
Spero-Smith Investment Advisers
Ohio
$740K +$709K 1 0.92% New
1156
PTC
Private Trust Company
Ohio
$738K +$724K 9 0.34% New
1157
HSA
Holt-Smith Advisors
Wisconsin
$733K +$703K 1 1.03% New
1158
AWA
AmeriServ Wealth Advisors
Pennsylvania
$732K +$702K 1 0.47% New
1159
WIL
Winifred I. Li
$732K +$722K 3 0.68% New
1160
AF
Arrow Financial
New York
$728K +$698K 1 0.23% New
1161
SIS
Sandell Investment Services
New York
$722K +$947K 1 0.84% New
1162
BHWM
Bar Harbor Wealth Management
New Hampshire
$720K +$692K 1 0.1% New
1163
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$716K +$689K 1 0.07% New
1164
NIM
Nexus Investment Management
Ontario, Canada
$715K +$696K 1 0.16% New
1165
BC
Banced Corp
Illinois
$709K +$680K 2 0.73% New
1166
AIM
Aster Investment Management
California
$707K +$677K 1 0.03% New
1167
BOS
Bingham Osborn & Scarborough
California
$699K +$672K 1 0.12% New
1168
RBF Capital
RBF Capital
California
$696K +$724K 2 0.2% New
1169
Needham Investment Management
Needham Investment Management
New York
$693K +$780K 1 0.16% New
1170
Park National Corp
Park National Corp
Ohio
$692K +$663K 1 0.06% New
1171
ACM
Ashford Capital Management
Delaware
$686K +$772K 1 0.15% New
1172
NAM
NorthCoast Asset Management
Connecticut
$681K +$699K 1 0.05% New
1173
FM
Foster & Motley
Ohio
$678K +$649K 1 0.19% New
1174
Thomaspartners
Thomaspartners
Massachusetts
$676K +$651K 1 0.03% New
1175
MC
Menta Capital
California
$667K +$677K 2 0.43% New