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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
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$230M +$34M 13 3.12% Increased
277
Quadrature Capital
Quadrature Capital
United Kingdom
$229M +$260M 20 2.33% Increased
278
Commerce Bank
Commerce Bank
Missouri
$228M -$3.48M 16 1.26% Reduced
279
LSV Asset Management
LSV Asset Management
Illinois
$227M -$134M 3 0.49% Reduced
280
CastleKnight Management
CastleKnight Management
New York
$222M -$1.46M 15 4.93% Reduced
281
Merewether Investment Management
Merewether Investment Management
Texas
$222M -$25.1M 4 5.11% Reduced
282
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$220M -$39.6M 6 1.79% Reduced
283
MetLife Investment Management
MetLife Investment Management
New Jersey
$219M -$15.9M 30 1.06% Reduced
284
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$219M -$40.7M 8 6.57% Reduced
285
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$218M -$15.1M 4 4.53% Reduced
286
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$215M -$7.39M 2 2.07% Reduced
287
Apollo Management Holdings
Apollo Management Holdings
New York
$215M +$221M 4 1.76% New
288
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$214M +$56.2M 7 0.68% Increased
289
Zacks Investment Management
Zacks Investment Management
Illinois
$214M +$18.5M 9 1.68% Increased
290
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$214M +$3.02M 24 0.68% Increased
291
NewEdge Advisors
NewEdge Advisors
Louisiana
$214M +$101M 34 0.78% Increased
292
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$212M -$5.75M 32 0.7% Reduced
293
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$211M -$7.64M 2 4.74% Reduced
294
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$210M -$4.08M 2 8.85% Reduced
295
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$210M +$165M 11 0.69% Increased
296
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$210M +$18M 13 0.58% Increased
297
TC
Triata Capital
Hong Kong
$210M +$24.7M 2 25.4% Increased
298
Nomura Holdings
Nomura Holdings
Japan
$209M -$70M 21 0.28% Reduced
299
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$208M +$22.4M 6 1.23% Increased
300
Första AP-fonden
Första AP-fonden
Sweden
$208M +$7.66M 12 1.24% Increased