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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
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$59.7M +$6.03M 4 1.14% Increased
402
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$59.5M +$14.3M 2 1.23% Increased
403
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$59.1M +$1.55M 3 1.93% Increased
404
LPU
Lansdowne Partners (UK)
United Kingdom
$59M -$1.94M 1 9.1% Reduced
405
Curi RMB Capital
Curi RMB Capital
Illinois
$58.6M -$211K 3 2.05% Reduced
406
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$58.4M +$19.3M 1 2.4% Increased
407
ACB
Aristotle Capital Boston
Massachusetts
$58.4M +$1.03M 1 1.8% Increased
408
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$58.3M -$241K 4 2.92% Reduced
409
R.M. Davis Inc
R.M. Davis Inc
Maine
$57.5M -$190K 3 1.46% Reduced
410
BOK Financial
BOK Financial
Oklahoma
$57.3M -$9.39M 12 1.2% Reduced
411
MFWM
Motley Fool Wealth Management
Virginia
$56.4M -$1.73M 2 3.52% Reduced
412
IAM
Iridian Asset Management
Connecticut
$56.4M -$8.8M 2 4.62% Reduced
413
Advisors Asset Management
Advisors Asset Management
Colorado
$56.1M +$1.92M 16 1.13% Increased
414
GPGA
Grandeur Peak Global Advisors
Utah
$55.6M -$5.05M 3 3.39% Reduced
415
Algert Global
Algert Global
California
$55.5M +$23.7M 13 2.62% Increased
416
UMB Bank
UMB Bank
Missouri
$55.4M +$925K 15 0.89% Increased
417
Perpetual Ltd
Perpetual Ltd
Australia
$55.3M +$55.4M 7 0.48% New
418
Xponance
Xponance
Pennsylvania
$55.2M +$1.55M 14 0.81% Increased
419
NewEdge Advisors
NewEdge Advisors
Louisiana
$54.9M -$1.24M 23 0.69% Reduced
420
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$54.7M +$17.7M 6 2.15% Increased
421
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$54.3M +$8.53M 1 3.39% Increased
422
Tidal Investments
Tidal Investments
Wisconsin
$53.5M +$5.44M 17 1.76% Increased
423
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$53.5M -$76.5K 11 0.98% Reduced
424
ORIO
Old Republic International (ORI)
Illinois
$53.1M $0 1 1.7% Maintained
425
SAM
Scopus Asset Management
New York
$53M +$20.5M 2 1.28% Increased