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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
First Financial Bankshares
First Financial Bankshares
Texas
$73.8M +$65.9M 3 1.77% New
402
PR
Payden & Rygel
California
$73.1M -$7.06M 5 5.08% Reduced
403
BIC
B&I Capital
Switzerland
$72.9M +$3.86M 2 22.97% Increased
404
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$72.4M +$942K 8 0.91% Increased
405
Braun Stacey Associates
Braun Stacey Associates
New York
$72.1M -$462K 3 3.22% Reduced
406
Advisors Asset Management
Advisors Asset Management
Colorado
$72.1M -$48.8K 15 1.45% Reduced
407
BOK Financial
BOK Financial
Oklahoma
$71.8M +$188K 16 1.41% Increased
408
Cetera Advisor Networks
Cetera Advisor Networks
California
$71.6M +$1.3M 24 0.4% Increased
409
Czech National Bank
Czech National Bank
Czech Republic
$71.4M +$213K 7 1.02% Increased
410
AACA
American Assets Capital Advisers
California
$71.3M -$27M 4 20.19% Reduced
411
Perpetual Ltd
Perpetual Ltd
Australia
$71.2M -$4.04M 7 0.74% Reduced
412
Erste Asset Management
Erste Asset Management
Austria
$71.2M +$38.1K 5 1.04% Increased
413
Mercer Global Advisors
Mercer Global Advisors
Colorado
$70.8M +$2.79M 13 0.21% Increased
414
GPGA
Grandeur Peak Global Advisors
Utah
$70.7M -$6.74M 2 4.98% Reduced
415
Tredje AP-fonden
Tredje AP-fonden
Sweden
$70.6M -$9.58M 9 0.88% Reduced
416
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$70.4M +$3.21M 24 0.3% Increased
417
SLF
Sun Life Financial
Ontario, Canada
$70.1M +$20.1M 2 4.23% Increased
418
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$69.9M -$47.3M 1 0.61% Reduced
419
Vident Advisory
Vident Advisory
Georgia
$69.9M +$12M 23 1.76% Increased
420
Moran Wealth Management
Moran Wealth Management
Florida
$69.9M -$6.78M 7 2.49% Reduced
421
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$69.4M -$856K 3 3.09% Reduced
422
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$69.1M -$181K 1 3.67% Reduced
423
ORIO
Old Republic International (ORI)
Illinois
$69M -$5.12M 1 2.6% Reduced
424
Channing Capital Management
Channing Capital Management
Illinois
$68.7M +$61M 1 2.03% Increased
425
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$68.6M +$2.26M 19 0.91% Increased