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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
501
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$23.9M +$2.85M 13 0.23% Increased
502
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$23.9M +$827K 7 0.83% Increased
503
WI
Wafra Inc
New York
$23.8M -$10.3M 2 1.82% Reduced
504
GA
GRS Advisors
Illinois
$23.8M +$23.2M 2 18.2% New
505
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$23.7M +$13.8M 8 0.36% Increased
506
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$23.7M +$573K 2 0.51% Increased
507
Nicholas Company
Nicholas Company
Wisconsin
$23.5M -$236K 3 0.67% Reduced
508
PDN
Pensionfund DSM Netherlands
Netherlands
$23.4M +$2.89M 6 5.25% Increased
509
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$23.3M +$359K 3 1.5% Increased
510
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$23M +$1.15M 2 1.91% Increased
511
ZCM
Ziegler Capital Management
Illinois
$23M +$26.4M 4 0.62% New
512
SCM
Stadium Capital Management
Connecticut
$23M +$28.9M 1 13.02% New
513
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$22.9M -$925K 1 0.39% Reduced
514
B
BP
United Kingdom
$22.6M +$2.68M 8 0.97% Increased
515
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$22.3M +$11.4M 2 0.45% Increased
516
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22.3M -$12.8M 8 0.19% Reduced
517
SCM
Spyglass Capital Management
California
$22.3M -$1.42M 1 2.52% Reduced
518
Sit Investment Associates
Sit Investment Associates
Minnesota
$22.3M +$2.26M 5 0.84% Increased
519
Stephens Inc
Stephens Inc
Arkansas
$22.2M -$1.16M 10 0.59% Reduced
520
QI
QV Investors
Alberta, Canada
$22.1M +$29M 1 1.89% New
521
SOAMC
Spirit of America Management Corp
New York
$22M +$621K 4 7.09% Increased
522
Meag Munich Ergo
Meag Munich Ergo
Germany
$22M -$728K 4 5.23% Reduced
523
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$21.8M +$4.36M 14 0.5% Increased
524
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$21.8M -$40.4K 1 0.2% Reduced
525
CA
CapWealth Advisors
Tennessee
$21.5M -$1.67M 1 3.78% Reduced