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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
Mercer Global Advisors
Mercer Global Advisors
Colorado
$53M -$1.76M 14 0.24% Reduced
427
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$52.9M +$4.04M 15 0.65% Increased
428
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$52.9M +$48.4M 15 0.65% Increased
429
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$52.3M -$5.02M 11 1.22% Reduced
430
Centiva Capital
Centiva Capital
New York
$52.2M +$40.5M 7 1.28% Increased
431
LI
Leeward Investments
Massachusetts
$52.1M -$606K 3 2.38% Reduced
432
ST
Sabal Trust
Florida
$52.1M +$2.76M 2 3.63% Increased
433
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$51.6M +$1.45M 2 3.52% Increased
434
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$51.4M +$1.78M 22 0.25% Increased
435
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$51.4M -$4.76M 1 0.8% Reduced
436
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$51.2M -$1.9M 2 10.96% Reduced
437
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$51.1M -$10.4M 7 0.69% Reduced
438
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$51.1M +$9.57M 1 4.23% Increased
439
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$50.7M +$2.86M 15 0.8% Increased
440
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$50.6M +$1.84M 4 1.74% Increased
441
MML Investors Services
MML Investors Services
Massachusetts
$50.6M -$1.88M 15 0.36% Reduced
442
Moran Wealth Management
Moran Wealth Management
Florida
$49.9M +$6.13M 5 1.89% Increased
443
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$49.8M +$212K 13 0.77% Increased
444
SRFM
Shannon River Fund Management
New York
$49.5M -$16.3M 1 11.16% Reduced
445
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$49.4M +$26.8M 4 3.17% Increased
446
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$48.9M +$2.57M 6 2.44% Increased
447
IFM Investors
IFM Investors
Australia
$48.9M +$1.26M 6 0.74% Increased
448
AAM
ACK Asset Management
Connecticut
$48.8M $0 1 7.45% Maintained
449
EULAV Asset Management
EULAV Asset Management
Florida
$48.7M +$32.3M 4 1.92% Increased
450
Covea Finance
Covea Finance
France
$48.3M -$4.06M 2 2.75% Reduced