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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
1226
FBC
Fairfield, Bush & Co
Connecticut
$517K +$495K 1 0.26% New
1227
AL
Agran Libbie
California
$514K +$550K 1 0.15% New
1228
SouthState Corp
SouthState Corp
Florida
$514K +$493K 1 0.11% New
1229
MSS
Mitchell Sinkler & Starr
Pennsylvania
$512K +$492K 1 0.11% New
1230
PIM
Penobscot Investment Management
Massachusetts
$507K +$486K 2 0.21% New
1231
South Texas Money Management
South Texas Money Management
Texas
$504K +$483K 1 0.04% New
1232
SRC
Stone Run Capital
New York
$504K +$512K 1 0.48% New
1233
VIM
Veritas Investment Management
United Kingdom
$504K +$512K 1 0.32% New
1234
RIG
Renaissance Investment Group
Massachusetts
$501K +$482K 1 0.28% New
1235
MWR
McAdams Wright Ragen
Washington
$498K +$474K 2 0.04% New
1236
DLG
Daniel L. Goodwin
$497K +$535K 1 0.1% New
1237
RCM
Reynolds Capital Management
Nevada
$496K +$472K 3 0.36% New
1238
GGHC
Gilder Gagnon Howe & Co
New York
$493K +$555K 1 0.01% New
1239
Axiom Investors
Axiom Investors
Connecticut
$492K +$526K 1 0.02% New
1240
EC
EJF Capital
Virginia
$488K +$522K 1 0.04% New
1241
FNB
First Niagara Bank
New York
$488K +$468K 1 0.1% New
1242
ANB
Amarillo National Bank
Texas
$484K +$522K 1 0.43% New
1243
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$484K +$471K 8 0.33% New
1244
CC
Courier Capital
New York
$483K +$464K 2 0.12% New
1245
HDIM
Hanson & Doremus Investment Management
Vermont
$482K +$459K 2 0.26% New
1246
SAG
Sterne Agee Group
Alabama
$479K +$505K 2 0.17% New
1247
NCCM
Nine Chapters Capital Management
New Jersey
$478K +$510K 2 0.08% New
1248
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$477K +$457K 4 0.13% New
1249
PVH
Psagot Value Holdings
Israel
$475K +$512K 1 0.02% New
1250
QLMGAA
QS Legg Mason Global Asset Allocation
New York
$473K +$455K 1 0.13% New