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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
Pinnacle Associates
Pinnacle Associates
New York
$111M -$5.05M 14 1.42% Reduced
452
Metis Global Partners
Metis Global Partners
California
$111M +$12M 12 2.61% Increased
453
Boothbay Fund Management
Boothbay Fund Management
New York
$110M -$15M 22 1.65% Reduced
454
USS Investment Management
USS Investment Management
United Kingdom
$110M +$2.5M 10 0.51% Increased
455
Lido Advisors
Lido Advisors
California
$110M +$1.38M 15 0.33% Increased
456
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$109M +$44.7M 7 1.81% Increased
457
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$109M -$2.08M 1 3.58% Reduced
458
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$109M +$57.5K 18 0.66% Increased
459
Emerald Advisers
Emerald Advisers
Pennsylvania
$108M -$4.35M 6 3.34% Reduced
460
Eastern Bank
Eastern Bank
Massachusetts
$107M -$7.6M 11 1.85% Reduced
461
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$107M -$1.58M 4 1.08% Reduced
462
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$107M +$44.1M 8 0.43% Increased
463
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$107M +$23.3M 39 0.29% Increased
464
PensionDanmark
PensionDanmark
Denmark
$107M +$108M 10 0.97% New
465
OFI Invest Asset Management
OFI Invest Asset Management
France
$106M -$8.81M 7 1.52% Reduced
466
Baupost Group
Baupost Group
Massachusetts
$106M -$7.09M 1 2.01% Reduced
467
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$106M -$45.5M 16 0.2% Reduced
468
ZIG
Zuckerman Investment Group
Illinois
$105M -$2.27M 2 9.41% Reduced
469
Huntington National Bank
Huntington National Bank
Ohio
$105M +$511K 26 0.63% Increased
470
Groupe la Francaise
Groupe la Francaise
France
$105M -$51.4M 7 1.47% Reduced
471
Chilton Capital Management
Chilton Capital Management
Texas
$105M +$3.92M 12 3.6% Increased
472
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$105M -$177K 10 2.43% Reduced
473
Welch & Forbes
Welch & Forbes
Massachusetts
$104M -$1.75M 7 1.26% Reduced
474
Glenmede Trust
Glenmede Trust
Pennsylvania
$104M +$110M 21 0.49% New
475
CCM
Corsair Capital Management
New York
$104M -$3.3M 6 16.17% Reduced