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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
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$26.4M +$359K 1 2.6% Increased
527
Stephens Inc
Stephens Inc
Arkansas
$26.4M -$702K 9 0.52% Reduced
528
SVB Wealth
SVB Wealth
Massachusetts
$26.4M +$1.7M 5 0.44% Increased
529
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$26.4M -$10.9M 5 0.31% Reduced
530
Electron Capital Partners
Electron Capital Partners
New York
$26M +$10.4M 2 1.79% Increased
531
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$26M -$960K 6 0.88% Reduced
532
Nicholas Company
Nicholas Company
Wisconsin
$25.8M +$552K 3 0.54% Increased
533
WI
Wafra Inc
New York
$25.7M -$620K 2 1.46% Reduced
534
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$25.7M -$505K 2 0.65% Reduced
535
Oppenheimer & Co
Oppenheimer & Co
New York
$25.6M +$1.75M 13 0.64% Increased
536
First National Trust
First National Trust
Pennsylvania
$25.5M +$4.76M 3 1.98% Increased
537
Winton Group
Winton Group
United Kingdom
$25.3M -$8.72M 11 0.82% Reduced
538
Pembroke Management
Pembroke Management
Quebec, Canada
$25.2M -$184K 1 2.74% Reduced
539
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$25.1M -$568K 21 0.63% Reduced
540
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$24.9M +$630K 2 2.19% Increased
541
Cannell & Co
Cannell & Co
New York
$24.8M -$29.2M 2 0.91% Reduced
542
United Bank (Virginia)
United Bank (Virginia)
Virginia
$24.7M +$271K 3 4.31% Increased
543
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$24.5M -$462K 16 0.69% Reduced
544
MML Investors Services
MML Investors Services
Massachusetts
$24.4M +$3.4M 10 0.31% Increased
545
CapWealth Advisors
CapWealth Advisors
Tennessee
$24.3M -$993K 1 3.25% Reduced
546
Sit Investment Associates
Sit Investment Associates
Minnesota
$24.2M -$3.81M 5 0.71% Reduced
547
Moody National Bank Trust Division
Moody National Bank Trust Division
Texas
$24.1M +$31.3K 4 0.74% Increased
548
Viking Global Investors
Viking Global Investors
Connecticut
$24M +$24M 1 0.09% New
549
Norinchukin Bank
Norinchukin Bank
Japan
$24M +$658K 6 0.38% Increased
550
AIM
Allen Investment Management
New York
$23.9M -$2.6M 3 0.44% Reduced