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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
551	SW SVB Wealth Boston, Massachusetts	$31M	+$2.23M	8	0.43%	Increased
552	BIM Barton Investment Management West Conshohocken, Pennsylvania	$30.9M	-$22K	1	2.88%	Reduced
553	ICP Indus Capital Partners New York	$30.8M	-$7.18M	1	5.31%	Reduced
554	UBV United Bank (Virginia) Vienna, Virginia	$30.8M	-$1.87M	3	4.23%	Reduced
555	Sessa Capital New York	$30.7M	$0	1	1.18%	Maintained
556	EULAV Asset Management Sarasota, Florida	$30.6M	-$2.91K	3	0.82%	Reduced
557	William Blair Investment Management Chicago, Illinois	$30.5M	+$487K	1	0.1%	Increased
558	Gateway Investment Advisers Cincinnati, Ohio	$30.5M	-$54.6K	5	0.33%	Reduced
559	HCM Hahn Capital Management Walnut Creek, California	$30.5M	-$4.32M	2	6.63%	Reduced
560	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$30.3M	+$7.17M	4	1.37%	Increased
561	ACM Argent Capital Management St Louis, Missouri	$30.3M	-$41.5K	1	1.01%	Reduced
562	Reinhart Partners Mequon, Wisconsin	$30.3M	+$3.79M	1	1.57%	Increased
563	ECP Electron Capital Partners New York	$30.2M	-$3.57M	1	2.09%	Reduced
564	CIBC World Markets New York	$29.9M	-$135M	10	0.19%	Reduced
565	Waratah Capital Advisors Toronto, Ontario, Canada	$29.8M	+$14.5M	2	0.67%	Increased
566	Smith Salley Wealth Management Greensboro, North Carolina	$29.8M	+$2.24M	4	2.67%	Increased
567	Sit Investment Associates Minneapolis, Minnesota	$29.6M	+$693K	6	0.77%	Increased
568	PFC Phocas Financial Corp Alameda, California	$29.5M	+$2.11M	7	3.89%	Increased
569	Cullen Capital Management New York	$29.5M	+$23.1M	1	0.32%	Increased
570	Anchor Capital Advisors Boston, Massachusetts	$29.2M	-$2.34M	1	0.62%	Reduced
571	Great Lakes Advisors Chicago, Illinois	$29.1M	+$3.17M	6	0.47%	Increased
572	Crossmark Global Holdings Houston, Texas	$29M	+$366K	17	0.72%	Increased
573	Vident Investment Advisory Alpharetta, Georgia	$28.9M	+$1.68M	11	0.97%	Increased
574	Mercer Global Advisors Denver, Colorado	$28.9M	+$2.75M	11	0.26%	Increased
575	Shelton Capital Management Denver, Colorado	$28.8M	+$13.7M	9	1%	Increased