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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
Comerica Bank
Comerica Bank
Texas
$130M -$13.5M 23 0.79% Reduced
277
Harding Loevner
Harding Loevner
New Jersey
$130M -$1.25M 1 0.52% Reduced
278
MAMU
Marathon Asset Management (UK)
United Kingdom
$126M -$30.2M 1 1.53% Reduced
279
Check Capital Management
Check Capital Management
California
$126M -$1.02M 1 5.86% Reduced
280
Royce & Associates
Royce & Associates
New York
$125M -$15.8M 9 0.94% Reduced
281
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$125M +$182K 1 1.25% Increased
282
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$124M -$35.7M 9 0.69% Reduced
283
VanEck Associates
VanEck Associates
New York
$123M -$3.89M 17 0.31% Reduced
284
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$123M +$1.22M 2 3.34% Increased
285
Royal London Asset Management
Royal London Asset Management
United Kingdom
$123M +$2.87M 8 0.5% Increased
286
Pinnacle Associates
Pinnacle Associates
New York
$122M -$1.05M 11 2.26% Reduced
287
Capital Group Private Client Services
Capital Group Private Client Services
California
$122M +$129M 2 1.42% New
288
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$122M +$9.58M 24 0.22% Increased
289
Huntington National Bank
Huntington National Bank
Ohio
$121M -$51K 21 1.21% Reduced
290
UIC
Uniplan Investment Counsel
Wisconsin
$121M +$3.2M 4 7.45% Increased
291
Silvercrest Asset Management
Silvercrest Asset Management
New York
$119M -$5.47M 6 0.8% Reduced
292
William Blair & Company
William Blair & Company
Illinois
$117M +$5.91M 12 0.4% Increased
293
Glenmede Trust
Glenmede Trust
Pennsylvania
$116M -$12.3M 13 0.6% Reduced
294
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$115M +$800K 1 1.58% Increased
295
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$114M -$99.5M 2 0.38% Reduced
296
Wedge Capital Management
Wedge Capital Management
North Carolina
$112M -$18.5M 4 1.45% Reduced
297
Alyeska Investment Group
Alyeska Investment Group
Illinois
$110M +$12.4M 3 1.36% Increased
298
SIG
Senator Investment Group
New York
$109M $0 1 1.87% Maintained
299
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$109M +$1.99M 2 2.54% Increased
300
Davis Selected Advisers
Davis Selected Advisers
Arizona
$108M -$8.57M 5 0.5% Reduced