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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
401
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$76.7M +$1.73M 3 2.49% Increased
402
Mutual of America Capital Management
Mutual of America Capital Management
New York
$76.4M +$567K 12 0.77% Increased
403
Covea Finance
Covea Finance
France
$76.2M +$68.7M 2 6.67% New
404
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$76M +$6.13M 15 0.59% Increased
405
Martingale Asset Management
Martingale Asset Management
Massachusetts
$75.7M -$17.9M 8 0.97% Reduced
406
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$75.3M -$11.5M 18 0.68% Reduced
407
Whittier Trust
Whittier Trust
California
$75.1M -$1.37M 12 1.22% Reduced
408
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$73.8M +$2.39M 21 0.29% Increased
409
SFG
Sather Financial Group
Texas
$73.7M +$1.89M 2 6.39% Increased
410
NIMI
Natixis Investment Managers International
France
$73.7M -$12.6M 4 4.08% Reduced
411
FCI
Financial Counselors Inc
Kansas
$73.4M -$2.29M 3 1.51% Reduced
412
L1 Capital
L1 Capital
Australia
$73.4M +$36.3M 1 8.47% Increased
413
Advisors Asset Management
Advisors Asset Management
Colorado
$72.7M +$4.97M 16 1.04% Increased
414
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$72.5M +$1.88M 2 0.42% Increased
415
Welch & Forbes
Welch & Forbes
Massachusetts
$72.5M -$105K 3 1.08% Reduced
416
Verition Fund Management
Verition Fund Management
Connecticut
$72.2M +$60.3M 15 0.52% Increased
417
Utah Retirement Systems
Utah Retirement Systems
Utah
$71.9M +$260K 10 0.89% Increased
418
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$71.5M +$11.4M 7 0.43% Increased
419
PGH
Partners Group Holding
Switzerland
$71.4M +$2.41M 3 3.38% Increased
420
Regions Financial Corp
Regions Financial Corp
Alabama
$71.3M -$4.67M 11 0.56% Reduced
421
MAMHA
MY.Alpha Management HK Advisors
Hong Kong
$71.1M +$83.1M 1 20.29% New
422
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$71.1M +$57.3M 4 1.74% Increased
423
AAM
Ardevora Asset Management
United Kingdom
$69.5M -$16.5M 1 0.74% Reduced
424
Pendal Group
Pendal Group
Australia
$68.8M -$599K 7 0.55% Reduced
425
Two Sigma Advisers
Two Sigma Advisers
New York
$68.4M -$22.5M 17 0.17% Reduced