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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
701	Select Equity Group New York	$11.3M	-$13.2M	1	0.08%	Reduced
702	Sands Capital Management Arlington, Virginia	$11.2M	+$381K	1	0.03%	Increased
703	WRBC W.R. Berkley Corp Greenwich, Connecticut	$11.2M	+$2.46M	2	2.36%	Increased
704	AHC Adell Harriman & Carpenter Houston, Texas	$11.2M	+$577K	2	2.17%	Increased
705	FM Forward Management San Francisco, California	$11.2M	-$452K	4	1.66%	Reduced
706	LIC Lodestar Investment Counsel Chicago, Illinois	$11.2M	+$416K	1	1.19%	Increased
707	UBV United Bank (Virginia) Vienna, Virginia	$11.1M	-$935K	1	1.99%	Reduced
708	Veritable Wilmington, Delaware	$11.1M	-$203K	6	0.22%	Reduced
709	LBC Lowe Brockenbrough & Co Richmond, Virginia	$11M	+$38.9K	3	1.54%	Increased
710	ECM EII Capital Management New York	$10.9M	-$1.68M	5	6.03%	Reduced
711	Quadrature Capital London, United Kingdom	$10.9M	+$8.85M	6	0.94%	Increased
712	CS Central Securities New York	$10.8M	$0	1	1.72%	Maintained
713	CIA CCM Investment Advisers Columbia, South Carolina	$10.8M	+$5.25M	1	1.82%	Increased
714	GA GRS Advisors Chicago, Illinois	$10.7M	+$10.1M	2	6.26%	New
715	WorldQuant Millennium Advisors New York	$10.6M	-$465K	4	0.25%	Reduced
716	TPC Tiger Pacific Capital New York	$10.5M	$0	1	3.55%	Maintained
717	SCM SkyTop Capital Management Rutherford, New Jersey	$10.4M	+$3.26M	1	9.76%	Increased
718	Crawford Investment Counsel Atlanta, Georgia	$10.4M	+$694K	2	0.31%	Increased
719	DA Denali Advisors San Diego, California	$10.4M	-$419K	1	1.66%	Reduced
720	MAI Capital Management Independence, Ohio	$10.3M	+$149K	4	0.53%	Increased
721	JAM JLP Asset Management New York	$10.2M	-$823K	1	6.9%	Reduced
722	IAM ICM Asset Management Spokane, Washington	$10.2M	+$3.63M	3	7.81%	Increased
723	Truist Financial Charlotte, North Carolina	$10.1M	+$993K	6	0.18%	Increased
724	GH GAM Holding Zurich, Switzerland	$10.1M	+$3.63M	5	0.43%	Increased
725	BCM Brasada Capital Management Houston, Texas	$10.1M	+$10.5K	4	3.02%	Increased