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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
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$105M -$4.1M 17 0.56% Reduced
302
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$105M $0 2 3.05% Maintained
303
TAM
Thematics Asset Management
France
$105M +$13.5M 3 5.03% Increased
304
Moore Capital Management
Moore Capital Management
New York
$103M +$73M 5 1.77% Increased
305
GAMCO Investors
GAMCO Investors
Connecticut
$102M -$4.81M 5 1.07% Reduced
306
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$102M +$19.2M 3 1.06% Increased
307
Jennison Associates
Jennison Associates
New York
$102M +$25.1M 8 0.08% Increased
308
Check Capital Management
Check Capital Management
California
$101M +$973K 1 4.01% Increased
309
Vontobel Holding
Vontobel Holding
Switzerland
$101M +$1.35M 12 0.89% Increased
310
Public Investment Fund
Public Investment Fund
Saudi Arabia
$99.9M $0 1 0.26% Maintained
311
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$97.2M +$68M 4 1.1% Increased
312
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$95.1M +$70.6M 2 4.76% Increased
313
Aristotle Capital Management
Aristotle Capital Management
California
$94.9M +$3.87M 2 0.19% Increased
314
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$94.7M +$3.99M 13 0.74% Increased
315
BRIM
Broad Run Investment Management
Virginia
$94.5M -$4.45M 2 11.18% Reduced
316
Calamos Advisors
Calamos Advisors
Illinois
$93.3M +$5.77M 11 0.46% Increased
317
Chilton Capital Management
Chilton Capital Management
Texas
$93.3M -$5.04M 5 5.11% Reduced
318
TCW Group
TCW Group
California
$92.6M +$2.47M 6 1.03% Increased
319
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$91.4M -$2.61M 22 0.19% Reduced
320
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$91.3M -$180K 3 2.96% Reduced
321
MYAM
Meiji Yasuda Asset Management
Japan
$89.9M -$729K 7 4.49% Reduced
322
HRT Financial
HRT Financial
New York
$89.8M +$50.6M 21 0.84% Increased
323
SIC
Schwartz Investment Counsel
Michigan
$89.2M -$104K 4 3.76% Reduced
324
Trillium Asset Management
Trillium Asset Management
Massachusetts
$89.2M +$10.7M 3 2.5% Increased
325
Yousif Capital Management
Yousif Capital Management
Michigan
$89.2M +$341K 17 1.08% Increased