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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
451
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$30.7M +$2.28M 1 1.92% Increased
452
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$30.5M +$5.84M 11 1.26% Increased
453
Phoenix Financial
Phoenix Financial
Israel
$30.3M +$12.2M 8 1.54% Increased
454
AIM
Allen Investment Management
New York
$30.3M -$21.8M 3 0.91% Reduced
455
MMEA
MEAG MUNICH ERGO AssetManagement
Germany
$30.1M +$1.42M 1 18.2% Increased
456
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$30M +$1.22M 5 2.2% Increased
457
Private Management Group
Private Management Group
California
$30M -$2.06M 2 2.44% Reduced
458
Trillium Asset Management
Trillium Asset Management
Massachusetts
$29.9M +$3.63M 2 1.57% Increased
459
LCP
LGT Capital Partners
Switzerland
$29.9M +$7.35M 3 1.92% Increased
460
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$29.8M -$4.11M 5 0.81% Reduced
461
ING Group
ING Group
Netherlands
$29.8M +$26.2M 5 1.27% Increased
462
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$29.7M +$4.64M 3 1.93% Increased
463
SAM
Scopus Asset Management
New York
$29.7M -$11.7M 3 2.54% Reduced
464
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$29.5M +$11.9M 10 0.6% Increased
465
ORIO
Old Republic International (ORI)
Illinois
$29.4M $0 1 0.92% Maintained
466
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$29.3M -$161K 4 2.95% Reduced
467
BIM
Barton Investment Management
Pennsylvania
$29.2M -$311K 1 4.53% Reduced
468
Miller Howard Investments
Miller Howard Investments
New York
$29.2M -$34.5M 1 1.49% Reduced
469
Discovery Capital Management
Discovery Capital Management
Connecticut
$28.9M -$10.4M 2 7.96% Reduced
470
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$28.5M -$1.9M 7 1.09% Reduced
471
ST
Sabal Trust
Florida
$28.4M -$2.91M 1 3.19% Reduced
472
SFG
Sather Financial Group
Texas
$27.7M +$5.04M 1 5.42% Increased
473
Mariner
Mariner
Kansas
$27.7M +$8.82M 5 0.35% Increased
474
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$27.3M +$3.4M 1 15.38% New
475
Ancora Advisors
Ancora Advisors
Ohio
$27.2M -$2.26M 12 1.26% Reduced