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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
526
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$24.8M -$3.88M 6 0.89% Reduced
527
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$24.8M +$1.14M 5 0.71% Increased
528
Sit Investment Associates
Sit Investment Associates
Minnesota
$24.7M -$1.41M 5 0.77% Reduced
529
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$24.7M -$8.77M 5 0.57% Reduced
530
AIM
Allen Investment Management
New York
$24.6M -$9.12M 3 0.52% Reduced
531
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$24.2M -$102K 1 0.18% Reduced
532
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$23.6M +$381K 19 0.67% Increased
533
OCM
Osterweis Capital Management
California
$23.6M -$41.4M 1 1.71% Reduced
534
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$23.5M -$1.17M 16 0.69% Reduced
535
KCM
Kingdon Capital Management
New York
$23.4M +$1.08M 1 2.13% Increased
536
CA
CapWealth Advisors
Tennessee
$23.4M -$731K 1 3.3% Reduced
537
ICOM
Investment Counselors of Maryland
Maryland
$23.3M -$9.41M 3 1.22% Reduced
538
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$23M -$795K 3 0.4% Reduced
539
SAM
Shell Asset Management
Netherlands
$23M -$6.42M 14 0.57% Reduced
540
UBV
United Bank (Virginia)
Virginia
$22.9M +$2.08M 3 4.15% Increased
541
Oppenheimer & Co
Oppenheimer & Co
New York
$22.9M +$1.73M 12 0.59% Increased
542
SW
SVB Wealth
Massachusetts
$22.8M +$16.2M 5 0.42% Increased
543
YCMGA
York Capital Management Global Advisors
New York
$22.7M +$2.75M 1 1.5% Increased
544
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$22.6M -$2.15M 13 0.42% Reduced
545
MNBTD
Moody National Bank Trust Division
Texas
$22.6M +$287K 4 0.71% Increased
546
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$22.6M -$4.79M 2 1.2% Reduced
547
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$22.5M -$1.3M 2 0.58% Reduced
548
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$22.5M +$5.67M 1 2.16% Increased
549
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$22.4M +$12.8M 15 0.07% Increased
550
DnB Asset Management
DnB Asset Management
Norway
$22.2M +$2.67M 6 0.26% Increased