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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
Czech National Bank
Czech National Bank
Czech Republic
$99.9M +$6.57M 7 0.92% Increased
402
FCI
Financial Counselors Inc
Kansas
$99.4M -$2.8M 5 1.45% Reduced
403
Sarasin & Partners
Sarasin & Partners
United Kingdom
$99M +$323K 1 1.09% Increased
404
Xponance
Xponance
Pennsylvania
$98.6M +$6.5M 22 0.9% Increased
405
R.M. Davis Inc
R.M. Davis Inc
Maine
$98.5M -$2.02M 4 1.92% Reduced
406
MML Investors Services
MML Investors Services
Massachusetts
$98.1M +$5.6M 18 0.34% Increased
407
Chilton Capital Management
Chilton Capital Management
Texas
$98M -$1.85M 6 4.12% Reduced
408
ACM
Anomaly Capital Management
New York
$98M -$2.1M 1 2.9% Reduced
409
Kestra Advisory Services
Kestra Advisory Services
Texas
$97.8M +$32M 21 0.53% Increased
410
Utah Retirement Systems
Utah Retirement Systems
Utah
$97.6M +$405K 14 1.08% Increased
411
Calamos Advisors
Calamos Advisors
Illinois
$97.1M +$9.84M 14 0.41% Increased
412
Great Lakes Advisors
Great Lakes Advisors
Illinois
$96.5M -$10.8M 8 0.82% Reduced
413
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$96.1M +$3.22M 3 1.04% Increased
414
PS
Presima Securities
Quebec, Canada
$96M +$8.52M 3 23.62% Increased
415
Huntington National Bank
Huntington National Bank
Ohio
$95.5M +$22.9M 26 0.68% Increased
416
Artemis Investment Management
Artemis Investment Management
United Kingdom
$94.6M +$55.3M 2 1.35% Increased
417
Cardano Risk Management
Cardano Risk Management
Netherlands
$94.4M +$2.9M 1 1.45% Increased
418
MAMU
Marathon Asset Management (UK)
United Kingdom
$93.9M -$2.91M 1 2.62% Reduced
419
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$93.7M +$8.89M 16 0.82% Increased
420
NIMI
Natixis Investment Managers International
France
$93.4M +$236K 8 7.22% Increased
421
Douglas Lane & Associates
Douglas Lane & Associates
New York
$93.1M -$256K 5 1.31% Reduced
422
DF Dent & Co
DF Dent & Co
Maryland
$93M +$52.3M 4 1.18% Increased
423
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$93M -$7.89M 1 4.3% Reduced
424
Mediolanum International Funds
Mediolanum International Funds
Ireland
$92.6M +$30.9M 8 1.2% Increased
425
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$92.4M -$3.33M 9 0.93% Reduced