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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
Regions Financial Corp
Regions Financial Corp
Alabama
$61.5M -$653K 10 0.5% Reduced
402
PR
Payden & Rygel
California
$61.1M -$30.2M 4 3.08% Reduced
403
Mutual of America Capital Management
Mutual of America Capital Management
New York
$60.6M -$9.43M 11 0.64% Reduced
404
BIC
B&I Capital
Switzerland
$60.5M +$22.9M 2 15.82% Increased
405
GW&K Investment Management
GW&K Investment Management
Massachusetts
$60.3M -$29.4M 9 0.54% Reduced
406
William Blair Investment Management
William Blair Investment Management
Illinois
$60.3M -$13.8M 3 0.18% Reduced
407
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$59.9M -$3.63M 2 0.4% Reduced
408
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$59.8M -$36.2M 5 1.78% Reduced
409
CT
Cambridge Trust
Massachusetts
$59.8M +$2.7M 9 2.09% Increased
410
SLF
Sun Life Financial
Ontario, Canada
$59.5M -$13.6M 1 2.75% Reduced
411
Gabelli Funds
Gabelli Funds
New York
$59.5M -$27.9M 10 0.39% Reduced
412
CQS
Credential Qtrade Securities
$59.3M -$361K 4 3.75% Reduced
413
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$59M +$360K 9 0.88% Increased
414
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$59M +$18.9M 26 0.5% Increased
415
Tidal Investments
Tidal Investments
Wisconsin
$58.9M +$6.91M 10 1.75% Increased
416
Private Management Group
Private Management Group
California
$58.5M -$322K 2 2.37% Reduced
417
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$58M +$5M 1 2.16% Increased
418
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$58M -$20.1M 5 1.94% Reduced
419
Vontobel Holding
Vontobel Holding
Switzerland
$58M -$15.3M 10 0.5% Reduced
420
ACB
Aristotle Capital Boston
Massachusetts
$56.9M -$1M 1 1.44% Reduced
421
Advisors Capital Management
Advisors Capital Management
New Jersey
$56.3M +$5.11M 5 1.54% Increased
422
Woodline Partners
Woodline Partners
California
$56.2M -$43.7M 3 0.91% Reduced
423
R.M. Davis Inc
R.M. Davis Inc
Maine
$56.1M +$1.85M 3 1.34% Increased
424
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$56M -$1.48M 19 0.26% Reduced
425
NIMI
Natixis Investment Managers International
France
$55.9M -$12.2M 6 0.98% Reduced