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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
FIM
Fruth Investment Management
Texas
$1.24M +$46.2K 2 0.55% Increased
1152
ICOA
Investment Centers of America
North Dakota
$1.24M +$209K 1 0.22% Increased
1153
MCM
Manchester Capital Management
Vermont
$1.23M +$52.6K 6 0.16% Increased
1154
UR
USCA RIA
Texas
$1.22M -$138K 1 0.37% Reduced
1155
Rafferty Asset Management
Rafferty Asset Management
New York
$1.22M -$122K 3 0.13% Reduced
1156
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$1.21M $0 1 0.04% Maintained
1157
Fulton Bank
Fulton Bank
Pennsylvania
$1.21M -$4.93K 1 0.14% Reduced
1158
CG
Clinton Group
New York
$1.21M -$844K 3 0.49% Reduced
1159
JGUA
John G. Ullman & Associates
New York
$1.2M -$8.59K 1 0.23% Reduced
1160
CCM
Compton Capital Management
Rhode Island
$1.2M -$21.3K 1 0.65% Reduced
1161
HPIA
Hamilton Point Investment Advisors
North Carolina
$1.2M +$28.7K 1 1.11% Increased
1162
Curi RMB Capital
Curi RMB Capital
Illinois
$1.19M +$8.18K 2 0.07% Increased
1163
NA
Navellier & Associates
Nevada
$1.19M -$533K 2 0.06% Reduced
1164
OIM
Opus Investment Management
Massachusetts
$1.19M +$780K 1 0.23% Increased
1165
MSI Financial Services
MSI Financial Services
Massachusetts
$1.18M +$579K 10 0.14% Increased
1166
BWP
Baldwin Wealth Partners
Massachusetts
$1.17M +$166K 1 0.17% Increased
1167
CNC
Citizens & Northern Corp
Pennsylvania
$1.17M +$8.09K 1 0.95% Increased
1168
QREA
Quadrant Real Estate Advisors
Georgia
$1.17M -$451K 1 4.63% Reduced
1169
AFG
Albion Financial Group
Utah
$1.16M +$273K 2 0.21% Increased
1170
BCM
Bluefin Capital Management
New York
$1.16M -$1.12M 3 0.06% Reduced
1171
CK
Carnick & Kubik
Colorado
$1.16M -$1.27M 1 1.07% Reduced
1172
CB
Chemical Bank
Michigan
$1.14M -$968K 2 0.2% Reduced
1173
FBT
First Bankers Trust
Kentucky
$1.12M +$24.7K 1 0.49% Increased
1174
FIG
Fortress Investment Group
New York
$1.12M -$160K 1 0.01% Reduced
1175
PGIM
Pacific Global Investment Management
California
$1.11M -$18.7K 1 0.18% Reduced