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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
301
Suntrust Banks
Suntrust Banks
Georgia
$49.5M +$4.41M 10 0.31% Increased
302
DL
Delta Lloyd
Netherlands
$49M +$4.39M 7 1.52% Increased
303
Scotia Capital
Scotia Capital
Ontario, Canada
$48.9M +$54.5K 4 0.9% Increased
304
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$48.6M -$27.5M 3 2.85% Reduced
305
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$48M +$1.05M 8 0.78% Increased
306
New Mountain Vantage Advisers
New Mountain Vantage Advisers
New York
$47.5M +$1.28M 1 2.79% Increased
307
ICM
IronBridge Capital Management
Illinois
$47.3M -$1.87M 1 2.17% Reduced
308
Fidelity International
Fidelity International
Bermuda
$47.2M -$5.56M 3 0.14% Reduced
309
Granahan Investment Management
Granahan Investment Management
Massachusetts
$46.8M +$4.1M 3 1.53% Increased
310
Natixis Advisors
Natixis Advisors
Massachusetts
$46.7M +$1.92M 10 0.6% Increased
311
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$46.5M +$5.65M 4 0.22% Increased
312
TPSF
Texas Permanent School Fund
Texas
$45.8M -$1.75M 12 0.62% Reduced
313
Martingale Asset Management
Martingale Asset Management
Massachusetts
$45.6M +$7.07M 7 0.68% Increased
314
Addenda Capital
Addenda Capital
Quebec, Canada
$45.6M $0 1 3.79% Maintained
315
SJIC
St. James Investment Company
Texas
$45.5M +$2.12M 1 5.89% Increased
316
LCM
Lakewood Capital Management
New York
$45.1M $0 1 1.02% Maintained
317
KeyBank National Association
KeyBank National Association
Ohio
$45M -$3.57M 9 0.28% Reduced
318
Eaton Vance Management
Eaton Vance Management
Massachusetts
$44.2M +$771K 7 0.13% Increased
319
Saturna Capital
Saturna Capital
Washington
$44.1M -$44.7K 2 1.44% Reduced
320
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$44.1M +$1.47M 8 0.35% Increased
321
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$44M -$14.2M 12 0.31% Reduced
322
William Blair & Company
William Blair & Company
Illinois
$44M -$1.27M 8 0.39% Reduced
323
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$43.3M +$9.13M 7 0.42% Increased
324
CC
Carlson Capital
Texas
$42.7M +$4.45M 1 0.54% Increased
325
Tocqueville Asset Management
Tocqueville Asset Management
New York
$42.7M -$9.84M 3 0.51% Reduced