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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
Perpetual Ltd
Perpetual Ltd
Australia
$72.8M -$20.6M 9 0.9% Reduced
577
HIM
HughesLittle Investment Management
$71.9M $0 1 12.02% Maintained
578
Chilton Investment Company
Chilton Investment Company
Connecticut
$71.9M +$8.07M 4 1.47% Increased
579
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$71.8M +$2.87M 2 1.43% Increased
580
Marex Group
Marex Group
$71.6M -$17.6M 12 0.51% Reduced
581
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$71.5M +$5.93M 5 0.42% Increased
582
BIC
B&I Capital
Switzerland
$71.4M -$3.58M 4 24.71% Reduced
583
Atria Investments
Atria Investments
North Carolina
$71M -$1.09M 23 0.81% Reduced
584
Wealthfront Advisers
Wealthfront Advisers
California
$70.6M +$3.27M 13 0.17% Increased
585
GPGA
Grandeur Peak Global Advisors
Utah
$70.5M -$12.9M 3 9.46% Reduced
586
Oasis Management Company
Oasis Management Company
Cayman Islands
$70.4M -$1.2M 4 6.79% Reduced
587
New Age Alpha Advisors
New Age Alpha Advisors
New York
$70M -$5.35M 13 2.93% Reduced
588
Whittier Trust
Whittier Trust
California
$69.9M -$98.9M 10 0.8% Reduced
589
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$69.4M -$5.03M 4 0.77% Reduced
590
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$69.4M +$6.08M 5 5.06% Increased
591
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$69.3M +$1.73M 7 0.52% Increased
592
AssetMark Inc
AssetMark Inc
California
$69.2M +$4.77M 26 0.15% Increased
593
Aperture Investors
Aperture Investors
New York
$69.1M -$5.45M 4 9.47% Reduced
594
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$68.9M -$17.5K 4 1.12% Reduced
595
Southernsun Asset Management
Southernsun Asset Management
Tennessee
$68.4M -$3.94M 2 8.86% Reduced
596
Castleark Management
Castleark Management
Illinois
$68.2M +$35.1M 8 1.91% Increased
597
Freestone Grove Partners
Freestone Grove Partners
California
$68.2M -$39.6M 8 0.51% Reduced
598
Kennedy Capital Management
Kennedy Capital Management
Missouri
$68.2M -$9.8M 6 1.51% Reduced
599
Citizens Financial Group
Citizens Financial Group
Rhode Island
$68.1M +$4.79M 10 0.93% Increased
600
Sound Shore Management
Sound Shore Management
Connecticut
$67.9M -$31.8M 1 2.24% Reduced