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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
426
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$68.3M +$88.6K 14 0.72% Increased
427
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$68.2M -$1.29M 7 0.94% Reduced
428
DnB Asset Management
DnB Asset Management
Norway
$68M +$1.62M 6 0.4% Increased
429
Jennison Associates
Jennison Associates
New York
$67.9M -$51M 3 0.04% Reduced
430
Group One Trading
Group One Trading
Illinois
$67.8M +$20.7M 21 0.05% Increased
431
BOK Financial
BOK Financial
Oklahoma
$67.7M -$2.66M 12 1.05% Reduced
432
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$66.3M +$4.88M 1 2.4% Increased
433
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$65.6M +$28.9M 6 1.48% Increased
434
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$65.5M +$12.1M 1 3.28% Increased
435
ORIO
Old Republic International (ORI)
Illinois
$65.3M $0 1 1.24% Maintained
436
Private Management Group
Private Management Group
California
$64.7M -$4.09M 2 2.59% Reduced
437
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$64.6M -$7.39M 5 0.24% Reduced
438
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$64.6M -$17M 9 0.91% Reduced
439
NewEdge Advisors
NewEdge Advisors
Louisiana
$64.5M +$5.83M 12 0.97% Increased
440
CQS
Credential Qtrade Securities
$64M +$2.51M 4 4.32% Increased
441
SG Americas Securities
SG Americas Securities
New York
$63.6M -$17.5M 26 0.35% Reduced
442
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$63.5M +$29.4M 5 3.4% Increased
443
Calamos Advisors
Calamos Advisors
Illinois
$62.7M +$2.11M 6 0.23% Increased
444
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$62.5M -$10.8K 21 0.28% Reduced
445
CP
Cumberland Partners
Ontario, Canada
$62.3M +$1.46M 2 4.38% Increased
446
CT
Cambridge Trust
Massachusetts
$62.3M +$4.14M 11 2.01% Increased
447
R.M. Davis Inc
R.M. Davis Inc
Maine
$61.8M +$1.17M 2 1.38% Increased
448
ING Group
ING Group
Netherlands
$61.3M +$19.6M 9 0.55% Increased
449
ACB
Aristotle Capital Boston
Massachusetts
$61.2M -$1.82M 1 1.43% Reduced
450
AssetMark Inc
AssetMark Inc
California
$60.6M +$3.1M 15 0.25% Increased