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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
601
Sanibel Captiva Trust Company
Sanibel Captiva Trust Company
Florida
$40.4M -$1.53M 5 1.38% Reduced
602
Raymond James Trust
Raymond James Trust
Florida
$40.1M +$1.33M 13 0.94% Increased
603
FG
Foresight Group
United Kingdom
$40.1M +$7.2M 4 21.14% Increased
604
PDN
Pensionfund DSM Netherlands
Netherlands
$40M +$1.23M 5 21.26% Increased
605
Wedge Capital Management
Wedge Capital Management
North Carolina
$39.9M -$13.8M 3 0.71% Reduced
606
Meyer Handelman Company
Meyer Handelman Company
New York
$39.8M -$552K 1 1.4% Reduced
607
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$39.6M -$576K 2 4.66% Reduced
608
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$39.5M +$822K 13 0.35% Increased
609
Baupost Group
Baupost Group
Massachusetts
$39.5M +$13.3M 1 1.09% Increased
610
Wolverine Asset Management
Wolverine Asset Management
Illinois
$39.3M +$33.3M 6 0.44% Increased
611
Cartenna Capital
Cartenna Capital
Connecticut
$39.2M +$8.85M 1 1.49% Increased
612
Kennedy Capital Management
Kennedy Capital Management
Missouri
$39.2M -$593K 5 0.84% Reduced
613
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$39.2M +$11.8M 10 0.69% Increased
614
ECM
Engle Capital Management
Connecticut
$38.9M -$19M 2 13.13% Reduced
615
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$38.8M +$126K 1 3.32% Increased
616
Boston Financial Management
Boston Financial Management
Massachusetts
$38.4M -$3.85M 4 1.22% Reduced
617
Sapient Capital
Sapient Capital
Indiana
$38.3M -$18.7K 3 0.8% Reduced
618
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$38.3M -$21.4M 4 0.65% Reduced
619
Carlyle Group
Carlyle Group
District of Columbia
$37.8M $0 1 3.59% Maintained
620
Needham Investment Management
Needham Investment Management
New York
$37.7M +$6.89M 4 3.1% Increased
621
Perpetual Ltd
Perpetual Ltd
Australia
$37.7M -$31.7M 8 0.41% Reduced
622
MTC
McDaniel Terry & Co
Texas
$37.6M +$340K 1 3.29% Increased
623
AltraVue Capital
AltraVue Capital
Washington
$37.6M -$16.6M 1 3.73% Reduced
624
OFI Invest Asset Management
OFI Invest Asset Management
France
$37.5M -$3.56M 4 1% Reduced
625
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$37.4M -$4.3M 1 1.16% Reduced