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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
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$50.5M +$74.5M 1 1.59% New
552
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$50.4M -$2.97M 14 0.73% Reduced
553
Vaughan David Investments
Vaughan David Investments
Illinois
$50.2M -$1.79M 1 1.17% Reduced
554
UMB Bank
UMB Bank
Missouri
$50.2M -$11.8M 19 0.83% Reduced
555
Wealthfront Advisers
Wealthfront Advisers
California
$50M +$5.66M 10 0.13% Increased
556
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$50M +$58.2M 2 0.69% Increased
557
ZIG
Zuckerman Investment Group
Illinois
$49.8M -$2.19M 2 5.34% Reduced
558
MTC
McDaniel Terry & Co
Texas
$49.4M +$11.9M 2 4.32% Increased
559
PM
Pembroke Management
Quebec, Canada
$49.3M +$11M 3 7.19% Increased
560
Erste Asset Management
Erste Asset Management
Austria
$49M -$14.1M 4 0.63% Reduced
561
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$48.7M +$14.3M 16 0.86% Increased
562
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$48.7M +$12.8M 2 1.16% Increased
563
Acadian Asset Management
Acadian Asset Management
Massachusetts
$48.6M -$154M 12 0.14% Reduced
564
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$48.5M +$76K 15 0.94% Increased
565
SCM
Spyglass Capital Management
California
$48.5M +$64M 1 3.33% New
566
Waverton Investment Management
Waverton Investment Management
United Kingdom
$48.4M -$9.43M 2 0.75% Reduced
567
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$48.4M +$7.08M 11 0.68% Increased
568
CIA
CCM Investment Advisers
South Carolina
$48.2M +$3.22M 4 5.91% Increased
569
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$48.2M +$142K 8 1.72% Increased
570
BFS
Baskin Financial Services
Ontario, Canada
$48.1M -$495K 1 3.91% Reduced
571
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$47.8M -$8.63M 6 0.42% Reduced
572
Aquatic Capital Management
Aquatic Capital Management
Illinois
$47.8M +$17.7M 11 1.22% Increased
573
Allworth Financial
Allworth Financial
California
$47M +$2.5M 33 0.26% Increased
574
Sanibel Captiva Trust Company
Sanibel Captiva Trust Company
Florida
$46.8M -$644K 5 1.52% Reduced
575
Groupama Asset Management
Groupama Asset Management
France
$46.8M +$7.74M 5 0.93% Increased