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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
1326
MSI Financial Services
MSI Financial Services
Massachusetts
$289K +$292K 10 0.06% New
1327
PWM
ParenteBeard Wealth Management
Pennsylvania
$287K +$308K 1 0.13% New
1328
BFIM
Beese Fulmer Investment Management
Ohio
$283K +$271K 1 0.12% New
1329
CCM
Carderock Capital Management
Maryland
$283K +$273K 1 0.17% New
1330
LWM
Lyons Wealth Management
Florida
$279K +$267K 1 0.28% New
1331
SC
Schulhoff & Co
Ohio
$279K +$283K 1 0.21% New
1332
Epoch Investment Partners
Epoch Investment Partners
New York
$274K +$262K 1 0% New
1333
North Star Asset Management
North Star Asset Management
Wisconsin
$274K +$264K 1 0.04% New
1334
CCM
Coe Capital Management
Illinois
$270K +$365K 1 0.1% New
1335
ACM
Alpha Capital Management
Texas
$267K +$287K 1 0.25% New
1336
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$265K +$255K 1 0.02% New
1337
FANJ
Financial Architects (New Jersey)
New Jersey
$264K +$252K 3 0.19% New
1338
LC
Lakeshore Capital
Alabama
$264K +$252K 1 0.25% New
1339
GAM
Griffin Asset Management
New York
$263K +$252K 1 0.1% New
1340
IT
Independence Trust
Tennessee
$263K +$282K 1 0.19% New
1341
TCM
Tufton Capital Management
Maryland
$263K +$252K 1 0.06% New
1342
DAM
Delta Asset Management
Tennessee
$262K +$252K 3 0.07% New
1343
CA
Continental Advisors
Utah
$261K +$250K 1 0.07% New
1344
KFS
Kurt F. Somerville
$261K +$342K 1 0.11% New
1345
MC
Middleton & Co
Massachusetts
$261K +$251K 1 0.08% New
1346
CCT
Chemung Canal Trust
New York
$259K +$249K 1 0.06% New
1347
FHB
First Hawaiian Bank
Hawaii
$255K +$255K 4 0.05% New
1348
MRCM
M&R Capital Management
New Jersey
$255K +$245K 1 0.07% New
1349
AI
ArchPoint Investors
Florida
$253K +$242K 1 0.3% New
1350
CBB
Citizens Business Bank
California
$247K +$236K 1 0.06% New