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
Prague,
Czech Republic
| $130M | +$11.4M | 8 | 0.89% | Increased |
|
| 402 |
MCI
McDonald Capital Investors
Orinda,
California
| $129M | -$4.07M | 1 | 8.01% | Reduced |
|
| 403 |
Gabelli Funds
Rye,
New York
| $128M | -$13.7M | 15 | 0.87% | Reduced |
|
| 404 |
IEQ Capital
Foster City,
California
| $127M | +$9M | 15 | 0.38% | Increased |
|
| 405 |
Reinhart Partners
Mequon,
Wisconsin
| $127M | -$25.6M | 1 | 4.12% | Reduced |
|
| 406 |
Vest Financial
Mclean,
Virginia
| $126M | +$12.1M | 7 | 1.65% | Increased |
|
| 407 |
Baupost Group
Boston,
Massachusetts
| $126M | $0 | 1 | 2.63% | Maintained |
|
| 408 |
Boothbay Fund Management
New York
| $125M | +$15.9M | 22 | 1.82% | Increased |
|
| 409 |
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
| $125M | -$5.49M | 9 | 1.99% | Reduced |
|
| 410 |
Carmignac Gestion
Paris,
France
| $125M | -$116M | 3 | 1.86% | Reduced |
|
| 411 |
Trillium Asset Management
Boston,
Massachusetts
| $125M | -$1.73M | 4 | 3.3% | Reduced |
|
| 412 |
Empowered Funds
Havertown,
Pennsylvania
| $125M | +$16.2M | 16 | 1.26% | Increased |
|
| 413 |
EdgePoint Investment Group
Toronto,
Ontario, Canada
| $125M | -$1.79M | 2 | 0.93% | Reduced |
|
| 414 |
IFM Investors
Melbourne,
Australia
| $124M | -$450K | 8 | 1.09% | Reduced |
|
| 415 |
&Partners
Nashville,
Tennessee
| $123M | +$15.3M | 21 | 0.79% | Increased |
|
| 416 |
WCM Investment Management
Laguna Beach,
California
| $122M | -$84.4K | 4 | 0.25% | Reduced |
|
| 417 |
KeyBank National Association
Cleveland,
Ohio
| $121M | -$13.1M | 15 | 0.43% | Reduced |
|
| 418 |
Pathstone Holdings
Englewood,
New Jersey
| $121M | +$2.38M | 26 | 0.46% | Increased |
|
| 419 |
Eastern Bank
Boston,
Massachusetts
| $121M | -$9.7M | 11 | 2.14% | Reduced |
|
| 420 |
Midwest Trust
Overland Park,
Kansas
| $120M | +$606K | 6 | 1.57% | Increased |
|
| 421 |
Jain Global
New York
| $120M | -$17.7M | 16 | 0.57% | Reduced |
|
| 422 |
NewEdge Advisors
New Orleans,
Louisiana
| $119M | +$13.5M | 31 | 0.54% | Increased |
|
| 423 |
Pinnacle Associates
New York
| $118M | -$454K | 13 | 1.57% | Reduced |
|
| 424 |
Mediolanum International Funds
Dublin 1,
Ireland
| $118M | -$3.3M | 7 | 1.24% | Reduced |
|
| 425 |
Cartenna Capital
Stamford,
Connecticut
| $118M | +$12.3M | 1 | 3.34% | Increased |
|