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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
376
Braun Stacey Associates
Braun Stacey Associates
New York
$91.6M -$7.16M 3 3.62% Reduced
377
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$91.3M -$287K 25 0.09% Reduced
378
Mercer Global Advisors
Mercer Global Advisors
Colorado
$91.3M +$6.3M 13 0.26% Increased
379
Utah Retirement Systems
Utah Retirement Systems
Utah
$90.8M +$878K 12 1.06% Increased
380
ZIG
Zuckerman Investment Group
Illinois
$90.8M -$12.3M 2 10.29% Reduced
381
Degroof Petercam Asset Management
Degroof Petercam Asset Management
Belgium
$90.7M -$28.8M 7 1.09% Reduced
382
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$90.2M +$7.15M 20 1% Increased
383
RGREA
Ranger Global Real Estate Advisors
Colorado
$89.8M +$58.3M 3 17.92% Increased
384
Vident Advisory
Vident Advisory
Georgia
$89.3M +$24.3M 27 1.86% Increased
385
Chilton Capital Management
Chilton Capital Management
Texas
$89.2M -$1.78M 6 4.21% Reduced
386
MCI
McDonald Capital Investors
California
$88.5M -$1.54M 1 5.54% Reduced
387
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$88.4M +$3.29M 3 1.61% Increased
388
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$88.1M -$7.93M 14 0.79% Reduced
389
Cincinnati Insurance
Cincinnati Insurance
Ohio
$87.2M $0 2 1.43% Maintained
390
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$87.2M -$3.25M 6 0.99% Reduced
391
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$87.1M +$19.7M 11 0.6% Increased
392
WHCM
Wolf Hill Capital Management
Connecticut
$86.9M -$80.4M 1 3.82% Reduced
393
NPIC
Neumeier Poma Investment Counsel
California
$86.9M -$45.8M 2 7.97% Reduced
394
Pinnacle Associates
Pinnacle Associates
New York
$86.5M -$1.39M 9 1.36% Reduced
395
BOK Financial
BOK Financial
Oklahoma
$86.4M +$1.26M 15 1.57% Increased
396
PCM
Portolan Capital Management
Massachusetts
$86.2M -$12.8M 6 6.57% Reduced
397
Twin Tree Management
Twin Tree Management
Texas
$85.8M +$29.9M 6 0.19% Increased
398
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$85.8M -$20.9M 2 0.78% Reduced
399
BC
BIT Capital
Germany
$85.7M -$25.9M 6 6.34% Reduced
400
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$85.6M +$13.1M 4 0.62% Increased