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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
MC
MIG Capital
California
$104M $0 2 14.59% Maintained
327
Fenimore Asset Management
Fenimore Asset Management
New York
$104M -$547K 1 2.42% Reduced
328
Zacks Investment Management
Zacks Investment Management
Illinois
$104M +$9.03M 7 1.28% Increased
329
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$103M -$123M 13 0.11% Reduced
330
BFM
Blacksheep Fund Management
Ireland
$102M +$86.4M 1 40.29% New
331
Vontobel Holding
Vontobel Holding
Switzerland
$101M +$5.67M 17 0.85% Increased
332
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$101M -$4.12M 2 3.62% Reduced
333
Första AP-fonden
Första AP-fonden
Sweden
$101M +$3.59M 9 1.02% Increased
334
TAM
Timucuan Asset Management
Florida
$101M -$2.74M 1 3.52% Reduced
335
Madison Asset Management
Madison Asset Management
Wisconsin
$101M +$2.38M 3 1.36% Increased
336
Capital Group Private Client Services
Capital Group Private Client Services
California
$100M -$8.43M 1 1.03% Reduced
337
Addenda Capital
Addenda Capital
Quebec, Canada
$99.3M +$284K 1 3.88% Increased
338
SG Americas Securities
SG Americas Securities
New York
$99.3M +$27.2M 21 0.93% Increased
339
SFM
Systematic Financial Management
New Jersey
$99.3M -$11.6M 4 2.95% Reduced
340
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$98.8M +$33M 11 0.34% Increased
341
Close Asset Management
Close Asset Management
United Kingdom
$98.1M +$10.6M 1 4.1% Increased
342
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$97.4M -$2.79M 4 2.94% Reduced
343
New York Life Investment Management
New York Life Investment Management
New York
$96.3M +$19.2M 14 0.99% Increased
344
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$96M +$3.16M 9 1.26% Increased
345
Yousif Capital Management
Yousif Capital Management
Michigan
$94.9M -$1.92M 17 1.12% Reduced
346
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$94.4M -$2.56M 3 1.89% Reduced
347
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$93.3M +$86.8M 14 1.66% New
348
Voloridge Investment Management
Voloridge Investment Management
Florida
$93.3M -$50.9M 4 0.37% Reduced
349
KeyBank National Association
KeyBank National Association
Ohio
$93M -$1.42M 14 0.41% Reduced
350
Congress Wealth Management
Congress Wealth Management
Massachusetts
$92.8M +$308K 9 1.7% Increased