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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
276
Baird Financial Group
Baird Financial Group
Wisconsin
$63.3M +$1.01M 6 0.57% Increased
277
Los Angeles Capital Management
Los Angeles Capital Management
California
$63.3M +$1.91M 7 0.53% Increased
278
MP
Makaira Partners
California
$62.8M -$30.3M 1 9.5% Reduced
279
US Bancorp
US Bancorp
Minnesota
$61.1M +$6.76M 21 0.23% Increased
280
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$60.3M +$9.27M 6 0.53% Increased
281
National Pension Service
National Pension Service
South Korea
$60.1M +$5.01M 4 0.48% Increased
282
M&T Bank
M&T Bank
New York
$60M -$9.47M 10 0.38% Reduced
283
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$59.4M +$3.22M 9 0.8% Increased
284
Welch & Forbes
Welch & Forbes
Massachusetts
$59.4M -$1.16M 2 2.05% Reduced
285
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$59.3M +$1.94M 8 0.88% Increased
286
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$58.7M $0 1 3.26% Maintained
287
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$58.2M -$24.8M 7 0.55% Reduced
288
Gates Capital Management
Gates Capital Management
New York
$57M +$2.58M 1 2.05% Increased
289
Great Lakes Advisors
Great Lakes Advisors
Illinois
$57M -$3.91M 3 1.55% Reduced
290
SFM
Systematic Financial Management
New Jersey
$56.8M -$18.5M 3 0.8% Reduced
291
Glenmede Trust
Glenmede Trust
Pennsylvania
$56.6M +$26.5M 16 0.32% Increased
292
BA
Boston Advisors
Massachusetts
$56.2M +$6.49M 4 1.39% Increased
293
TCG
Tremblant Capital Group
Florida
$54M -$4.75M 1 3.01% Reduced
294
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$52.2M +$7.43M 2 2.14% Increased
295
Congress Asset Management
Congress Asset Management
Massachusetts
$52.1M +$40.1M 3 1.15% Increased
296
BREA
Barings Real Estate Advisers
Connecticut
$51.5M +$22M 3 16.11% Increased
297
Pinnacle Associates
Pinnacle Associates
New York
$51.1M -$599K 4 1.03% Reduced
298
HCM
HMI Capital Management
California
$51.1M +$2.97M 1 8.5% Increased
299
AC
Avenir Corporation
Virginia
$50.9M -$3.48M 1 4.39% Reduced
300
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$49.7M +$7.88M 12 0.44% Increased