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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
SBIA
Sheaff Brock Investment Advisors
Indiana
$642K -$396K 2 0.09% Reduced
1327
BCM
Birmingham Capital Management
Alabama
$635K $0 1 0.28% Maintained
1328
TCM
Tradition Capital Management
New Jersey
$635K $0 1 0.22% Maintained
1329
CNC
Citizens & Northern Corp
Pennsylvania
$634K -$472K 1 0.5% Reduced
1330
FCG
FrontFour Capital Group
Connecticut
$634K +$584K 1 0.15% New
1331
CWM
Cornerstone Wealth Management
Missouri
$631K +$630K 2 0.23% New
1332
FRM
Fox Run Management
Connecticut
$623K -$500K 1 0.37% Reduced
1333
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$621K -$686K 1 0.09% Reduced
1334
IIC
Integrated Investment Consultants
Michigan
$620K -$12.9K 5 0.32% Reduced
1335
DTL
Dynamic Technology Lab
Singapore
$616K -$1.24M 2 0.17% Reduced
1336
FBC
Fairfield, Bush & Co
Connecticut
$616K -$19.4K 1 0.2% Reduced
1337
WC
Woodstock Corp
Massachusetts
$605K +$54K 2 0.12% Increased
1338
Sageworth Trust
Sageworth Trust
Pennsylvania
$604K +$74.9K 2 0.14% Increased
1339
SB
Simmons Bank
Arkansas
$601K -$22.6K 1 0.07% Reduced
1340
AJ
Ashburton (Jersey)
Jersey
$600K -$571K 1 0.27% Reduced
1341
SMC
Smith, Moore & Co
Missouri
$596K -$194K 1 0.24% Reduced
1342
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$594K $0 1 0.15% Maintained
1343
WP
WealthPLAN Partners
Nebraska
$593K -$813K 5 0.19% Reduced
1344
AW
Alpha Windward
Massachusetts
$587K -$66.3K 4 0.41% Reduced
1345
ACM
Aviance Capital Management
Florida
$584K +$243K 2 0.02% Increased
1346
AT
Arden Trust
Delaware
$583K -$3.13M 2 0.09% Reduced
1347
BFIM
Beese Fulmer Investment Management
Ohio
$579K +$51.9K 1 0.16% Increased
1348
PTC
Philadelphia Trust Company
Pennsylvania
$575K $0 1 0.05% Maintained
1349
RCA
Rowland Carmichael Advisors
Arizona
$575K -$10.9K 2 0.37% Reduced
1350
MC
Muzinich & Co
New York
$567K +$167K 3 0.15% Increased