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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
GLCM
Greenlea Lane Capital Management
Connecticut
$55.1M -$24.2M 1 16.71% Reduced
552
HIM
HughesLittle Investment Management
$55M $0 1 11.19% Maintained
553
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$54.4M -$664K 13 1.02% Reduced
554
WCM Investment Management
WCM Investment Management
California
$54.2M -$5.65M 4 0.12% Reduced
555
Zweig-DiMenna Associates
Zweig-DiMenna Associates
New York
$54.1M +$17.1M 4 5.47% Increased
556
Alpha Cubed Investments
Alpha Cubed Investments
California
$53.7M +$7.43M 4 2.39% Increased
557
Concentric Capital Strategies
Concentric Capital Strategies
Connecticut
$53.7M +$29.9M 7 2.21% Increased
558
AltraVue Capital
AltraVue Capital
Washington
$53.6M -$182K 1 4.82% Reduced
559
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$53.6M +$9.7M 12 0.8% Increased
560
Private Advisor Group
Private Advisor Group
New Jersey
$53.5M +$2M 21 0.33% Increased
561
Wolf Hill Capital Management
Wolf Hill Capital Management
Connecticut
$53.3M +$8.3M 1 3.56% Increased
562
LGT Capital Partners
LGT Capital Partners
Switzerland
$53M -$4.31M 3 1.84% Reduced
563
VHMC
Value Holdings Management Company
New York
$52.8M -$4.91M 1 9.24% Reduced
564
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$52.8M +$16.2M 5 1.98% Increased
565
HM Payson & Co
HM Payson & Co
Maine
$52.6M +$31.3M 12 0.9% Increased
566
APG Asset Management
APG Asset Management
Netherlands
$52.3M -$461M 6 0.35% Reduced
567
Diameter Capital Partners
Diameter Capital Partners
New York
$52.2M +$21.1M 1 4.25% Increased
568
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$52.2M +$10.8M 4 0.81% Increased
569
MAI Capital Management
MAI Capital Management
Ohio
$52M -$4.1M 7 0.5% Reduced
570
Allworth Financial
Allworth Financial
California
$51.9M -$589K 28 0.32% Reduced
571
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$51.9M -$14.1M 7 3.43% Reduced
572
Intact Investment Management
Intact Investment Management
Quebec, Canada
$51.7M +$14.3M 3 1.72% Increased
573
Private Management Group
Private Management Group
California
$51.6M -$2.63M 2 1.81% Reduced
574
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$51.4M +$12.3M 8 0.15% Increased
575
Weiss Asset Management
Weiss Asset Management
Massachusetts
$51.4M +$38.8M 7 1.12% Increased