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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
351
Swiss Life Asset Management
Swiss Life Asset Management
$82.4M -$1.98M 8 0.83% Reduced
352
Mariner
Mariner
Kansas
$81.9M +$11.1M 7 0.51% Increased
353
NSLI
Nan Shan Life Insurance
Taiwan
$81.2M -$436K 4 1.37% Reduced
354
ECA
Endeavour Capital Advisors
Connecticut
$80.7M -$17.1M 4 10.3% Reduced
355
AIM
Anatole Investment Management
Hong Kong
$80.2M -$10.9M 1 6.11% Reduced
356
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$80M -$27M 17 1.46% Reduced
357
MFWM
Motley Fool Wealth Management
Virginia
$79.1M +$3.64M 2 3.32% Increased
358
JVBC
J.V. Bruni & Co
Colorado
$78.6M -$3.16M 1 9.95% Reduced
359
PS
Presima Securities
Quebec, Canada
$78.6M -$76.9M 2 11.3% Reduced
360
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$77.5M -$8.52M 9 0.48% Reduced
361
KeyBank National Association
KeyBank National Association
Ohio
$77.4M -$1.43M 12 0.34% Reduced
362
Eventide Asset Management
Eventide Asset Management
Massachusetts
$77.2M +$33.3M 4 1.04% Increased
363
TPSF
Texas Permanent School Fund
Texas
$76.9M -$143K 14 0.89% Reduced
364
Rafferty Asset Management
Rafferty Asset Management
New York
$76.5M +$7.74M 11 0.48% Increased
365
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$76.1M +$28.1M 25 0.86% Increased
366
ACP
Atalan Capital Partners
New York
$75.7M +$44.6M 1 4.6% Increased
367
AAM
Ardevora Asset Management
United Kingdom
$75.7M +$19M 1 0.95% Increased
368
Cincinnati Insurance
Cincinnati Insurance
Ohio
$75.6M $0 2 1.53% Maintained
369
ACB
Aristotle Capital Boston
Massachusetts
$75.2M -$3.89M 1 1.72% Reduced
370
Select Equity Group
Select Equity Group
New York
$74.9M -$1.4M 1 0.26% Reduced
371
Discovery Capital Management
Discovery Capital Management
Connecticut
$74.4M -$5.52M 3 4.81% Reduced
372
Nissay Asset Management
Nissay Asset Management
Japan
$73.7M +$391K 10 0.65% Increased
373
Beck Mack & Oliver
Beck Mack & Oliver
New York
$73.5M +$397K 2 1.95% Increased
374
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$73.4M -$1.52M 1 5.31% Reduced
375
SFM
Systematic Financial Management
New Jersey
$72.5M +$5.32M 4 2.19% Increased