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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

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
526	Atria Investments Charlotte, North Carolina	$36M	+$2.67M	10	0.63%	Increased
527	Smith Salley Wealth Management Greensboro, North Carolina	$36M	-$816K	4	2.72%	Reduced
528	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$35.9M	+$813K	3	2.84%	Increased
529	Squarepoint New York	$35.8M	-$3.53M	16	0.15%	Reduced
530	Snyder Capital Management San Francisco, California	$35.6M	-$772K	1	0.91%	Reduced
531	UBV United Bank (Virginia) Vienna, Virginia	$35.5M	-$2.38M	2	4.67%	Reduced
532	ArrowMark Colorado Holdings Denver, Colorado	$35.4M	-$314K	5	0.31%	Reduced
533	AEGON Asset Management (UK) Edinburgh, United Kingdom	$35.4M	-$30.6M	4	0.52%	Reduced
534	Wealthfront Advisers Palo Alto, California	$35.3M	+$9.45M	7	0.15%	Increased
535	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$35.3M	-$2.49M	6	1.12%	Reduced
536	Ancora Advisors Cleveland, Ohio	$35M	-$1.61M	13	0.85%	Reduced
537	ExodusPoint Capital Management New York	$34.9M	-$11.7M	21	0.44%	Reduced
538	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$34.9M	-$2.38M	7	0.91%	Reduced
539	Hantz Financial Services Southfield, Michigan	$34.8M	+$2.2M	8	1.03%	Increased
540	Adams Diversified Equity Fund Baltimore, Maryland	$34.2M	-$7.84M	2	1.36%	Reduced
541	Crawford Investment Counsel Atlanta, Georgia	$34M	-$8.65M	6	0.66%	Reduced
542	OA Oak Associates Akron, Ohio	$34M	-$536K	2	2.07%	Reduced
543	KS Karpas Strategies Litchfield, Connecticut	$33.6M	+$616K	1	10.6%	Increased
544	Gateway Investment Advisers Cincinnati, Ohio	$33.6M	+$98.9K	5	0.33%	Increased
545	FFA First Foundation Advisors Irvine, California	$33.5M	+$184K	5	1.21%	Increased
546	ACM Argent Capital Management St Louis, Missouri	$33.3M	+$124K	1	1.05%	Increased
547	Erste Asset Management Vienna, Austria	$33.1M	+$5.03M	5	0.63%	Increased
548	MTC McDaniel Terry & Co Austin, Texas	$33M	-$115K	1	3.57%	Reduced
549	CC Conversant Capital Summit, New Jersey	$33M	-$12.4M	1	7.14%	Reduced
550	TP Toronado Partners San Francisco, California	$33M	+$12.4M	1	9.7%	Increased