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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
326
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$51.1M -$1.94M 9 0.41% Reduced
327
Fidelity International
Fidelity International
Bermuda
$50.8M -$30.7M 3 0.15% Reduced
328
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$50.5M +$923K 13 0.57% Increased
329
Prudential plc
Prudential plc
United Kingdom
$50.5M +$11M 3 0.16% Increased
330
Saturna Capital
Saturna Capital
Washington
$49.4M -$293K 2 1.6% Reduced
331
JVBC
J.V. Bruni & Co
Colorado
$49M -$932K 1 9.34% Reduced
332
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$48.9M +$9.6M 7 0.44% Increased
333
KeyBank National Association
KeyBank National Association
Ohio
$48.7M -$1.07M 10 0.29% Reduced
334
Westwood Holdings Group
Westwood Holdings Group
Texas
$48M +$25.6M 3 0.38% Increased
335
FAS
Formuepleje A/S
Denmark
$46.7M -$2.51M 1 5.13% Reduced
336
Envestnet Asset Management
Envestnet Asset Management
Illinois
$46.6M -$5.67M 18 0.11% Reduced
337
Calamos Advisors
Calamos Advisors
Illinois
$46.4M -$893K 4 0.36% Reduced
338
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$46.3M +$17.3M 5 0.9% Increased
339
RGREA
Ranger Global Real Estate Advisors
Colorado
$45.8M +$28.4M 2 18.89% Increased
340
Suntrust Banks
Suntrust Banks
Georgia
$45.6M +$969K 9 0.27% Increased
341
William Blair & Company
William Blair & Company
Illinois
$45.5M -$3.99M 11 0.34% Reduced
342
South Texas Money Management
South Texas Money Management
Texas
$45.3M +$844K 2 2.15% Increased
343
Creative Planning
Creative Planning
Kansas
$45.2M +$1.97M 16 0.21% Increased
344
EP
Elkfork Partners
Oregon
$45.2M -$1.59M 10 1.31% Reduced
345
Första AP-fonden
Första AP-fonden
Sweden
$44.7M +$8.51M 6 1.58% Increased
346
Mutual of America Capital Management
Mutual of America Capital Management
New York
$44.4M +$3.39M 10 0.73% Increased
347
Nomura Holdings
Nomura Holdings
Japan
$44M +$22.4M 8 0.09% Increased
348
DZ Bank
DZ Bank
Germany
$44M +$1.34M 8 0.18% Increased
349
SCCM
Schafer Cullen Capital Management
New York
$43.6M +$19.1M 2 0.53% Increased
350
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$43.6M -$2.86M 3 1.35% Reduced