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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
576	Atria Investments Charlotte, North Carolina	$27.1M	+$1.49M	8	0.56%	Increased
577	SCA Snowden Capital Advisors New York	$26.9M	-$947K	13	1.13%	Reduced
578	Nicholas Company Milwaukee, Wisconsin	$26.8M	-$211K	4	0.57%	Reduced
579	Cartenna Capital Stamford, Connecticut	$26.8M	-$26.7M	1	4.62%	Reduced
580	Conversant Capital Summit, New Jersey	$26.8M	+$1.95M	1	6.16%	Increased
581	RCMC RK Capital Management (Colorado) Denver, Colorado	$26.7M	-$3.47M	2	6.33%	Reduced
582	WesBanco Bank Wheeling, West Virginia	$26.6M	+$3.81M	8	1.19%	Increased
583	VAM Vert Asset Management Sausalito, California	$26.6M	+$768K	4	23.68%	Increased
584	VHMC Value Holdings Management Company Hampton Bays, New York	$26.5M	$0	1	5.99%	Maintained
585	Summit Partners Public Asset Management Boston, Massachusetts	$26.4M	+$9.42M	1	1.67%	Increased
586	Securian Asset Management St Paul, Minnesota	$26.4M	+$1.62M	9	0.74%	Increased
587	Mogy Joel R Investment Counsel Beverly Hills, California	$26.2M	-$1.74M	3	2.62%	Reduced
588	Barton Investment Management West Conshohocken, Pennsylvania	$26.1M	-$191K	1	5.13%	Reduced
589	Synovus Financial Columbus, Georgia	$26M	-$1.38M	7	0.3%	Reduced
590	J.L. Bainbridge & Co Sarasota, Florida	$25.8M	+$37.9K	1	4%	Increased
591	Cetera Investment Advisers Schaumburg, Illinois	$25.7M	+$11.2M	17	0.24%	Increased
592	Country Trust Bank Bloomington, Illinois	$25.7M	-$352K	3	0.76%	Reduced
593	MLICM Metropolitan Life Insurance Company (MetLife) New York	$25.6M	+$1.56M	19	1.15%	Increased
594	Cantor Fitzgerald New York	$25.5M	-$462K	6	0.55%	Reduced
595	First National Trust Hermitage, Pennsylvania	$25.4M	-$120K	5	1.34%	Reduced
596	Ziegler Capital Management Chicago, Illinois	$25.4M	-$340K	3	1.06%	Reduced
597	SBLIC Security Benefit Life Insurance Company Topeka, Kansas	$25.3M	$0	1	3.21%	Maintained
598	Tiedemann Advisors New York	$25.3M	-$194K	2	1.21%	Reduced
599	Delta Asset Management Memphis, Tennessee	$25.2M	+$793K	9	2.74%	Increased
600	ACM Ararat Capital Management Westport, Connecticut	$25M	+$317K	1	8.34%	Increased