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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
Midwest Trust
Midwest Trust
Kansas
$114M +$102M 5 1.58% New
402
RG
Renaissance Group
Kentucky
$114M +$11.2M 4 4.43% Increased
403
Munro Partners
Munro Partners
Australia
$113M -$2.81M 3 3.52% Reduced
404
Czech National Bank
Czech National Bank
Czech Republic
$113M +$6.31M 7 0.88% Increased
405
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$112M +$3.79M 30 0.08% Increased
406
QRG Capital Management
QRG Capital Management
Illinois
$112M +$3.42M 17 0.98% Increased
407
Jain Global
Jain Global
New York
$111M +$44.8M 13 0.86% Increased
408
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$111M +$25.1M 9 1.02% Increased
409
Mediolanum International Funds
Mediolanum International Funds
Ireland
$110M +$20.8M 8 1.32% Increased
410
Chilton Capital Management
Chilton Capital Management
Texas
$110M +$19.3M 5 4.01% Increased
411
Kestra Advisory Services
Kestra Advisory Services
Texas
$109M +$1.35M 21 0.53% Increased
412
Vest Financial
Vest Financial
Virginia
$108M +$31.1M 6 1.53% Increased
413
Yousif Capital Management
Yousif Capital Management
Michigan
$108M +$1.31M 20 1.16% Increased
414
Reinhart Partners
Reinhart Partners
Wisconsin
$108M +$19.3M 1 3.67% Increased
415
Huntington National Bank
Huntington National Bank
Ohio
$107M +$4.42M 28 0.7% Increased
416
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$106M -$5.85M 3 1.16% Reduced
417
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$106M +$2.1M 1 4.11% Increased
418
SC
Shellback Capital
Massachusetts
$105M +$34.6M 3 7% Increased
419
Pinnacle Associates
Pinnacle Associates
New York
$105M -$11.2M 13 1.52% Reduced
420
Pathstone Holdings
Pathstone Holdings
New Jersey
$105M -$5.14M 21 0.41% Reduced
421
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$105M +$5.51M 17 0.85% Increased
422
Cartenna Capital
Cartenna Capital
Connecticut
$104M +$5.52M 2 3.66% Increased
423
Utah Retirement Systems
Utah Retirement Systems
Utah
$103M +$460K 14 1.08% Increased
424
USS Investment Management
USS Investment Management
United Kingdom
$103M +$2.04M 9 0.61% Increased
425
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$103M +$1.33M 7 0.76% Increased