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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
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$39.9M +$4.05M 2 0.92% Increased
502
Czech National Bank
Czech National Bank
Czech Republic
$39.7M +$235K 7 0.98% Increased
503
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$39.7M -$871K 4 2.96% Reduced
504
CC
Cederberg Capital
United Kingdom
$39.6M -$622K 1 13.47% Reduced
505
Eastern Bank
Eastern Bank
Massachusetts
$39.2M +$13.3M 2 1.97% Increased
506
GFI Investment Counsel
GFI Investment Counsel
Ontario, Canada
$39.2M -$46.2K 1 6.7% Reduced
507
SC
Sasco Capital
Connecticut
$39.1M -$9.5M 2 4.82% Reduced
508
Braun Stacey Associates
Braun Stacey Associates
New York
$39.1M +$18.4M 2 1.02% Increased
509
Allstate Corporation
Allstate Corporation
Illinois
$38.8M -$19.8M 4 2.88% Reduced
510
Encompass Capital Advisors
Encompass Capital Advisors
New York
$38.5M -$9.9M 2 1.9% Reduced
511
Lincluden Management
Lincluden Management
Ontario, Canada
$38.4M +$9.41M 2 4.36% Increased
512
Ancora Advisors
Ancora Advisors
Ohio
$38.3M +$496K 12 1.08% Increased
513
Advisors Capital Management
Advisors Capital Management
New Jersey
$38.2M +$467K 3 0.99% Increased
514
LGT Capital Partners
LGT Capital Partners
Switzerland
$38.1M $0 3 1.06% Maintained
515
Ninety One (UK)
Ninety One (UK)
United Kingdom
$38.1M -$3.8M 2 0.12% Reduced
516
GCA
GSI Capital Advisors
California
$37.7M -$358K 3 23.25% Reduced
517
TIAA FSB
TIAA FSB
Florida
$37.5M +$5.24M 5 0.14% Increased
518
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$37.4M -$173K 13 0.46% Reduced
519
LPAM
Legion Partners Asset Management
California
$37.2M +$565K 1 10.95% Increased
520
Cumberland Partners
Cumberland Partners
Ontario, Canada
$37.1M +$5.89M 3 3.64% Increased
521
Argent Capital Management
Argent Capital Management
Missouri
$37M +$28.3K 1 1.28% Increased
522
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$36.7M +$34.6M 5 2.45% Increased
523
JAM
JLP Asset Management
New York
$36.6M +$1.31M 2 24.37% Increased
524
MAI Capital Management
MAI Capital Management
Ohio
$36.5M -$1.79M 8 0.57% Reduced
525
Castle Hook Partners
Castle Hook Partners
New York
$36.4M +$35.5M 1 0.82% New