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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
651	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$10.5M	+$2.73M	4	0.52%	Increased
652	AP Archon Partners Princeton Junction, New Jersey	$10.5M	$0	1	2.62%	Maintained
653	VHMC Value Holdings Management Company Hampton Bays, New York	$10.5M	$0	1	4.21%	Maintained
654	SRF Silver Rock Financial Los Angeles, California	$10.3M	$0	1	6.53%	Maintained
655	Martin Currie Edinburgh, United Kingdom	$10.3M	+$235K	2	0.84%	Increased
656	RIG Roosevelt Investment Group New York	$10.2M	-$228K	2	1.12%	Reduced
657	Advisory Research Chicago, Illinois	$10.2M	-$153K	1	0.22%	Reduced
658	KS Karpas Strategies Litchfield, Connecticut	$10.2M	+$155K	1	4.76%	Increased
659	ABC Anchor Bolt Capital Chicago, Illinois	$10.1M	-$34.7M	1	0.71%	Reduced
660	Forward Management San Francisco, California	$10.1M	+$1.98M	4	3.11%	Increased
661	Godsey & Gibb Inc Richmond, Virginia	$10.1M	-$732K	1	1.82%	Reduced
662	Burney Company Reston, Virginia	$9.9M	-$83.2K	2	0.7%	Reduced
663	TP Toronado Partners San Francisco, California	$9.9M	+$11.2M	1	8.61%	New
664	STB S&T Bank Indiana, Pennsylvania	$9.9M	-$1.6M	2	2.3%	Reduced
665	WesBanco Bank Wheeling, West Virginia	$9.9M	+$1.49M	5	0.59%	Increased
666	Highstreet Asset Management London, Ontario, Canada	$9.7M	-$358K	4	0.61%	Reduced
667	Paloma Partners Greenwich, Connecticut	$9.7M	+$3.47M	8	0.3%	Increased
668	BCM Brasada Capital Management Houston, Texas	$9.6M	+$267K	5	3.21%	Increased
669	Goelzer Investment Management Carmel, Indiana	$9.6M	+$68.2K	2	1.23%	Increased
670	WCP Waterfront Capital Partners New York	$9.6M	-$13.2M	1	1.64%	Reduced
671	MP Marlowe Partners New York	$9.6M	+$2.09M	1	8.63%	Increased
672	Steward Partners Investment Advisory New York	$9.5M	-$426K	5	0.46%	Reduced
673	Aristotle Capital Management Los Angeles, California	$9.5M	-$343K	2	0.06%	Reduced
674	D.A. Davidson & Co Great Falls, Montana	$9.45M	-$273K	8	0.18%	Reduced
675	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$9.41M	-$16.3K	1	3.69%	Reduced