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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
1201
IPRC
Indices-Pac Research Corporation
New Jersey
$563K +$606K 1 0.37% New
1202
EGA
Emerging Global Advisors
New York
$561K +$600K 1 0.23% New
1203
SC
Sophrosyne Capital
New York
$558K +$754K 1 0.44% New
1204
TFA
Transamerica Financial Advisors
Florida
$556K +$542K 3 0.09% New
1205
BCM
Bourgeon Capital Management
Connecticut
$553K +$530K 1 0.39% New
1206
FCCM
First City Capital Management
Georgia
$551K +$530K 1 0.5% New
1207
MDCM
Morgan Dempsey Capital Management
Wisconsin
$551K +$590K 1 0.21% New
1208
DTL
Dynamic Technology Lab
Singapore
$550K +$639K 2 0.57% New
1209
GIS
Guardian Investor Services
New York
$549K +$558K 4 0.47% New
1210
I
IberiaBank
Louisiana
$547K +$539K 2 0.41% New
1211
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$546K +$585K 2 0.23% New
1212
Twin Tree Management
Twin Tree Management
Texas
$546K +$615K 1 0.02% New
1213
NAM
North American Management
Massachusetts
$541K +$519K 1 0.11% New
1214
OSNBOA
Old Second National Bank of Aurora
Illinois
$540K +$578K 1 0.25% New
1215
IIC
Ironwood Investment Counsel
Arizona
$538K +$516K 1 0.35% New
1216
PC
Passport Capital
California
$536K +$507K 2 0.02% New
1217
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$535K +$512K 1 0.05% New
1218
VNA
VNBTrust National Association
Virginia
$531K +$602K 2 0.17% New
1219
AGA
Altrinsic Global Advisors
Connecticut
$530K +$566K 1 0.01% New
1220
LCM
Levitt Capital Management
Florida
$527K +$593K 1 0.91% New
1221
MNBTD
Moody National Bank Trust Division
Texas
$525K +$561K 1 0.04% New
1222
Churchill Management
Churchill Management
California
$524K +$564K 1 0.02% New
1223
SIM
Spark Investment Management
New York
$521K +$469K 2 0.14% New
1224
MIM
Marco Investment Management
Georgia
$518K +$499K 1 0.15% New
1225
AMG National Trust Bank
AMG National Trust Bank
Colorado
$517K +$499K 1 0.07% New