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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
576
CCM
Cadence Capital Management
Massachusetts
$11.8M -$10.5M 7 0.83% Reduced
577
Huntington National Bank
Huntington National Bank
Ohio
$11.8M +$1.83M 10 0.29% Increased
578
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$11.8M -$815K 5 0.12% Reduced
579
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$11.7M -$114K 1 2.9% Reduced
580
PineBridge Investments
PineBridge Investments
New York
$11.7M -$5.43M 8 0.6% Reduced
581
SOAMC
Spirit of America Management Corp
New York
$11.7M $0 4 2.07% Maintained
582
SLCM
Seven Locks Capital Management
New York
$11.6M -$23.4M 1 4.45% Reduced
583
Goelzer Investment Management
Goelzer Investment Management
Indiana
$11.5M +$56.4K 2 1.65% Increased
584
RWC Asset Management
RWC Asset Management
United Kingdom
$11.5M +$1.6M 1 0.83% Increased
585
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$11.3M $0 1 0.79% Maintained
586
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$11.3M +$7.52M 2 0.22% Increased
587
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$11.2M +$98.4K 11 0.1% Increased
588
Grassi Investment Management
Grassi Investment Management
California
$11.2M +$7.22K 1 2.23% Increased
589
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$11.1M +$2.87M 9 0.11% Increased
590
Royal London Asset Management
Royal London Asset Management
United Kingdom
$11M -$9.6M 3 0.27% Reduced
591
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$11M +$5.09M 1 5.37% Increased
592
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$11M +$1.84M 2 1.26% Increased
593
TAAM
Top Ace Asset Management
Hong Kong
$11M -$4.32M 1 15.53% Reduced
594
Aristotle Capital Management
Aristotle Capital Management
California
$10.9M -$210K 2 0.13% Reduced
595
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$10.9M -$3.01M 1 1.36% Reduced
596
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$10.9M +$76.5K 1 0.72% Increased
597
Landscape Capital Management
Landscape Capital Management
New Jersey
$10.8M +$7.01M 3 1.31% Increased
598
Torray Investment Partners
Torray Investment Partners
Maryland
$10.8M +$3.32K 1 0.56% Increased
599
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$10.8M +$480K 11 0.56% Increased
600
DCM
Dupont Capital Management
Delaware
$10.8M +$4.61M 2 0.25% Increased