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 |
Saturna Capital
Bellingham,
Washington
| $89.9M | +$765K | 8 | 1.16% | Increased |
|
| 502 |
Capital Advisors Inc
Tulsa,
Oklahoma
| $89.9M | +$2.98M | 6 | 1.5% | Increased |
|
| 503 |
Stonegate Investment Group
Birmingham,
Alabama
| $89.8M | +$1.6M | 6 | 2.08% | Increased |
|
| 504 |
Clear Street
New York
| $89.7M | +$66.3M | 3 | 0.31% | Increased |
|
| 505 |
Envestnet Portfolio Solutions
Chicago,
Illinois
| $89.7M | +$7.42M | 16 | 0.33% | Increased |
|
| 506 |
ICM
Infini Capital Management
Central,
Hong Kong
| $89.4M | -$9.28M | 2 | 87.59% | Reduced |
|
| 507 |
Fundsmith LLP
London,
United Kingdom
| $89.2M | -$17.8M | 1 | 0.45% | Reduced |
|
| 508 |
Zurich Insurance Group
Zurich,
Switzerland
| $89M | -$196M | 5 | 0.64% | Reduced |
|
| 509 |
River Road Asset Management
Louisville,
Kentucky
| $88.7M | +$44.7M | 1 | 0.99% | Increased |
|
| 510 |
Cresset Asset Management
Chicago,
Illinois
| $88.5M | +$361K | 20 | 0.39% | Increased |
|
| 511 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $87.5M | -$3.87M | 5 | 8.57% | Reduced |
|
| 512 |
HM Payson & Co
Portland,
Maine
| $87.4M | -$7.38M | 16 | 1.26% | Reduced |
|
| 513 |
JSC
J. Stern & Co
London,
United Kingdom
| $87.4M | +$832K | 1 | 6.61% | Increased |
|
| 514 |
Tocqueville Asset Management
New York
| $87M | -$6.28M | 6 | 1.27% | Reduced |
|
| 515 |
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $87M | +$217K | 8 | 1.64% | Increased |
|
| 516 |
Sarasin & Partners
London,
United Kingdom
| $86.4M | -$18.9M | 2 | 0.85% | Reduced |
|
| 517 |
Douglas Lane & Associates
New York
| $86.2M | +$11M | 5 | 1.2% | Increased |
|
| 518 |
PHK
Point72 Hong Kong
Hong Kong
| $86.2M | +$56.1M | 6 | 3.96% | Increased |
|
| 519 |
MAI Capital Management
Independence,
Ohio
| $86.1M | +$5.43M | 34 | 0.54% | Increased |
|
| 520 |
Quilter Plc
London,
United Kingdom
| $86M | +$11.5M | 1 | 1.48% | Increased |
|
| 521 |
PP
Pertento Partners
London,
United Kingdom
| $85.1M | +$17.2M | 2 | 9.87% | Increased |
|
| 522 |
Brevan Howard Capital Management
St. Helier,
Jersey
| $85.1M | +$1.84M | 19 | 0.38% | Increased |
|
| 523 |
Oppenheimer & Co
New York
| $84.9M | -$2.79M | 19 | 1.04% | Reduced |
|
| 524 |
Ariel Investments
Chicago,
Illinois
| $84.8M | -$6.42M | 1 | 0.91% | Reduced |
|
| 525 |
SAM
Scopus Asset Management
New York
| $84.4M | -$9.45M | 5 | 1.15% | Reduced |
|