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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
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$50.5M -$3.04M 5 0.88% Reduced
527
NPIC
Neumeier Poma Investment Counsel
California
$50.4M -$36.1M 2 4.62% Reduced
528
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$50.2M -$2.76M 6 0.19% Reduced
529
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$50.1M -$3.66M 7 0.91% Reduced
530
Advisors Capital Management
Advisors Capital Management
New Jersey
$50.1M -$8.66M 5 0.87% Reduced
531
Prudential plc
Prudential plc
United Kingdom
$50M +$6.51M 11 0.34% Increased
532
Nomura Holdings
Nomura Holdings
Japan
$49.9M +$8.94M 16 0.1% Increased
533
Scout Investments
Scout Investments
Missouri
$49.6M -$10.2M 3 1.33% Reduced
534
VHMC
Value Holdings Management Company
New York
$49.5M -$9.37M 1 9.06% Reduced
535
JCM
JAT Capital Management
Connecticut
$49.5M +$31.6M 2 6.38% New
536
Allworth Financial
Allworth Financial
California
$49.4M +$32.1M 28 0.32% Increased
537
OMC
Oasis Management Company
Cayman Islands
$49.4M +$7.27M 2 11.11% Increased
538
Twin Tree Management
Twin Tree Management
Texas
$49.3M -$44.6M 10 0.11% Reduced
539
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$49.2M -$1.56M 13 0.97% Reduced
540
Metis Global Partners
Metis Global Partners
California
$49.1M +$4.04M 10 1.69% Increased
541
Saturna Capital
Saturna Capital
Washington
$48.9M +$3.26M 7 0.65% Increased
542
RCM
Ratan Capital Management
Florida
$48.9M +$10.1M 1 14.79% Increased
543
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$48.5M +$1.7M 5 2.19% Increased
544
WCM Investment Management
WCM Investment Management
California
$48.4M +$23.7M 4 0.11% Increased
545
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$48.4M -$2.43M 10 0.42% Reduced
546
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$48.2M -$3.89M 8 1.63% Reduced
547
Vest Financial
Vest Financial
Virginia
$47.9M +$1.05M 3 1.15% Increased
548
AIA Group
AIA Group
Hong Kong
$47.9M +$4.57M 4 1.4% Increased
549
DAM
Delta Asset Management
Tennessee
$47.8M -$472K 10 4.32% Reduced
550
AssetMark Inc
AssetMark Inc
California
$47.5M +$1.84M 18 0.15% Increased