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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
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$31M +$281K 14 0.75% Increased
577
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel
California
$30.9M +$986K 3 2.53% Increased
578
Granahan Investment Management
Granahan Investment Management
Massachusetts
$30.7M +$2.11M 2 0.58% Increased
579
Tiedemann Advisors
Tiedemann Advisors
New York
$30.6M -$753K 3 1.63% Reduced
580
First Foundation Advisors
First Foundation Advisors
California
$30.6M +$23.9K 5 1.14% Increased
581
SOAMC
Spirit of America Management Corp
New York
$30.4M +$2.65M 5 6.55% Increased
582
First National Trust
First National Trust
Pennsylvania
$30.3M +$820K 5 1.81% Increased
583
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$30M +$4.97M 2 0.46% Increased
584
ANI
American National Insurance
Texas
$29.9M -$49.4K 3 1.12% Reduced
585
Greenhouse Funds
Greenhouse Funds
Maryland
$29.9M +$6.85M 1 3.02% Increased
586
Bank of Nova Scotia Trust
Bank of Nova Scotia Trust
Ontario, Canada
$29.9M -$520K 1 2.7% Reduced
587
NXG Investment Management
NXG Investment Management
Texas
$29.7M +$17.4M 7 2.87% Increased
588
ECM
EII Capital Management
New York
$29.5M +$3.39M 6 13.97% Increased
589
WCM Investment Management
WCM Investment Management
California
$29.5M +$749K 2 0.07% Increased
590
Profund Advisors
Profund Advisors
Maryland
$29.5M +$14.4M 16 0.99% Increased
591
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$29.4M -$798K 1 0.61% Reduced
592
Becker Capital Management
Becker Capital Management
Oregon
$28.9M +$687K 4 1.22% Increased
593
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$28.9M +$31.1M 1 1.86% New
594
Synovus Financial
Synovus Financial
Georgia
$28.7M -$851K 8 0.3% Reduced
595
Guardian Capital Advisors (Canada)
Guardian Capital Advisors (Canada)
Ontario, Canada
$28.7M +$354K 1 2.98% Increased
596
TP
Toronado Partners
California
$28.6M -$932K 1 10.06% Reduced
597
Xponance
Xponance
Pennsylvania
$28.4M -$8.81M 14 0.54% Reduced
598
WesBanco Bank
WesBanco Bank
West Virginia
$28.3M +$212K 7 1.09% Increased
599
Sadoff Investment Management
Sadoff Investment Management
Wisconsin
$28.1M -$292K 1 1.9% Reduced
600
Renaissance Group
Renaissance Group
Kentucky
$28.1M -$4.14M 6 1.21% Reduced