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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
551
Brookstone Capital Management
Brookstone Capital Management
Illinois
$29.5M +$16.4M 3 0.6% Increased
552
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$29.5M +$1.49M 13 0.81% Increased
553
Invenomic Capital Management
Invenomic Capital Management
Massachusetts
$29.5M -$6.17M 1 2% Reduced
554
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$29.5M +$2.29M 3 1.27% Increased
555
TIAA FSB
TIAA FSB
Florida
$29.4M +$11.5M 5 0.12% Increased
556
SCM
Sandler Capital Management
New York
$29.2M -$10.9M 2 2.99% Reduced
557
GA
GRS Advisors
Illinois
$29.1M -$2.49M 2 6.96% Reduced
558
SAM
Scopus Asset Management
New York
$28.8M -$3.06M 2 0.78% Reduced
559
MTC
McDaniel Terry & Co
Texas
$28.8M -$44.8K 1 3.35% Reduced
560
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$28.7M +$7.62M 6 0.58% Increased
561
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$28.5M -$7.42M 1 3.3% Reduced
562
Cumberland Partners
Cumberland Partners
Ontario, Canada
$28.4M -$15.2M 2 2.99% Reduced
563
Private Management Group
Private Management Group
California
$28.4M -$4.98M 2 1.26% Reduced
564
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$28.4M +$18.8M 7 0.76% Increased
565
Lincluden Management
Lincluden Management
Ontario, Canada
$28.3M -$8.16M 2 3.29% Reduced
566
PDN
Pensionfund DSM Netherlands
Netherlands
$28.2M +$2.6M 5 19.62% Increased
567
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$28.2M -$25.5M 4 0.8% Reduced
568
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring
$27.7M -$5.54M 1 5.77% Reduced
569
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$27.7M -$11.3M 6 1.4% Reduced
570
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$27.6M -$1.61M 7 0.8% Reduced
571
Boston Trust Walden
Boston Trust Walden
Massachusetts
$27.6M -$84.3K 3 0.24% Reduced
572
Algert Global
Algert Global
California
$27.5M +$12.2M 11 1.53% Increased
573
Pembroke Management
Pembroke Management
Quebec, Canada
$27.4M +$8.11M 2 2.93% Increased
574
Grassi Investment Management
Grassi Investment Management
California
$27.3M -$646K 2 3.68% Reduced
575
Colony Group
Colony Group
Massachusetts
$27.3M +$556K 7 0.38% Increased