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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
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$59M +$66.2K 9 0.84% Increased
302
Manning & Napier Advisors
Manning & Napier Advisors
New York
$58.1M +$1.38M 6 0.5% Increased
303
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$58.1M +$18.2M 7 0.73% Increased
304
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$57.7M +$2.74M 1 3% Increased
305
MC
MIG Capital
California
$57.1M +$4.02M 1 8.7% Increased
306
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$57.1M -$5.72M 6 0.51% Reduced
307
USSCPF
United States Steel & Carnegie Pension Fund
New York
$56.5M -$20.1M 1 2.35% Reduced
308
LM
Luminus Management
Texas
$55.6M +$4.51M 1 1.16% Increased
309
PIC
PCJ Investment Counsel
Ontario, Canada
$55.3M +$756K 1 3.56% Increased
310
MCM
McKinley Capital Management
Alaska
$55.1M -$1.24M 6 2.07% Reduced
311
Welch & Forbes
Welch & Forbes
Massachusetts
$54.7M -$689K 2 1.53% Reduced
312
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$54.7M +$5.17M 12 3.72% Increased
313
Hamlin Capital Management
Hamlin Capital Management
New York
$54.2M -$33.4M 1 2.26% Reduced
314
Addenda Capital
Addenda Capital
Quebec, Canada
$54.1M +$2.26M 1 4.04% Increased
315
Temasek Holdings
Temasek Holdings
Singapore
$54.1M $0 1 0.35% Maintained
316
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$52.8M -$6.94M 9 0.49% Reduced
317
TPSF
Texas Permanent School Fund
Texas
$52.7M -$1.26M 13 0.69% Reduced
318
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$52.6M -$25.8M 5 0.42% Reduced
319
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$52.1M +$37.6K 8 0.47% Increased
320
Marshall Wace North America
Marshall Wace North America
New York
$51.7M +$9.42M 7 0.38% Increased
321
Balyasny Asset Management
Balyasny Asset Management
Illinois
$51.6M -$11.5M 10 0.21% Reduced
322
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$50.4M +$223K 9 0.38% Increased
323
Envestnet Asset Management
Envestnet Asset Management
Illinois
$50.2M +$1.85M 18 0.14% Increased
324
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$49.9M -$11.6M 4 0.16% Reduced
325
Gabelli Funds
Gabelli Funds
New York
$49.6M -$2.5M 7 0.29% Reduced