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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
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$20M -$12.2M 6 0.49% Reduced
577
TCM
Twin Capital Management
Pennsylvania
$19.9M -$5.55M 3 1.69% Reduced
578
AAM
ACK Asset Management
Connecticut
$19.9M -$729K 1 5.77% Reduced
579
LCM
LVM Capital Management
Michigan
$19.8M +$3.2K 1 3.9% Increased
580
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$19.6M $0 1 1.01% Maintained
581
BCM
Barometer Capital Management
Ontario, Canada
$19.5M -$6.45M 1 3.09% Reduced
582
Tocqueville Asset Management
Tocqueville Asset Management
New York
$19.5M -$1.37M 5 0.29% Reduced
583
Burney Company
Burney Company
Virginia
$19.4M +$2.43M 3 1.07% Increased
584
Driehaus Capital Management
Driehaus Capital Management
Illinois
$19.4M +$8.94M 4 0.52% Increased
585
ANI
American National Insurance
Texas
$19.4M $0 3 1.01% Maintained
586
Acadian Asset Management
Acadian Asset Management
Massachusetts
$19.2M +$4.08M 13 0.09% Increased
587
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$19.2M +$52.5K 13 0.34% Increased
588
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$19.2M $0 10 0.8% Maintained
589
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$18.9M +$10.9K 1 1.65% Increased
590
CEP
Chicago Equity Partners
Illinois
$18.7M -$11.6M 6 1.07% Reduced
591
Mariner
Mariner
Kansas
$18.6M +$2.55M 4 0.19% Increased
592
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$18.4M +$50.8K 6 0.35% Increased
593
RIM
Redpoint Investment Management
Australia
$18.3M +$2.4M 8 0.89% Increased
594
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$18.3M -$542K 18 0.81% Reduced
595
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$18.2M -$317K 14 0.9% Reduced
596
GAMCO Investors
GAMCO Investors
Connecticut
$18.1M +$2.47K 7 0.15% Increased
597
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$18M -$63.3K 3 2.38% Reduced
598
Vident Investment Advisory
Vident Investment Advisory
Georgia
$17.9M +$15.9M 9 1.11% Increased
599
JGC
J. Goldman & Co
New York
$17.8M +$4.67M 1 1.28% Increased
600
DA
Denali Advisors
California
$17.7M -$4.05M 2 2.51% Reduced