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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
651
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$22.6M -$149K 3 1.63% Reduced
652
Greenhouse Funds
Greenhouse Funds
Maryland
$22.3M +$9.28M 1 1.95% Increased
653
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$22.3M -$172K 4 2.15% Reduced
654
Shelton Capital Management
Shelton Capital Management
Colorado
$22.2M -$10.3M 10 0.84% Reduced
655
MICM
Matthews International Capital Management
California
$22M -$11.4M 2 0.91% Reduced
656
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$22M +$2.68M 8 0.39% Increased
657
Acadian Asset Management
Acadian Asset Management
Massachusetts
$21.9M -$21M 14 0.08% Reduced
658
Meyer Handelman Company
Meyer Handelman Company
New York
$21.8M -$101K 1 0.86% Reduced
659
No Street GP LP
No Street GP LP
California
$21.7M $0 1 3.41% Maintained
660
CM
Cartica Management
District of Columbia
$21.7M $0 1 4.16% Maintained
661
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$21.7M -$4.32M 1 0.86% Reduced
662
General American Investors
General American Investors
New York
$21.7M $0 1 1.81% Maintained
663
Personal Capital Advisors
Personal Capital Advisors
California
$21.6M +$918K 3 0.11% Increased
664
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$21.5M +$267K 5 1.43% Increased
665
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$21.3M +$1.02M 3 1.31% Increased
666
Cobblestone Capital Advisors
Cobblestone Capital Advisors
New York
$21.3M +$37.3K 2 1.44% Increased
667
Kestra Advisory Services
Kestra Advisory Services
Texas
$21.2M -$528K 10 0.24% Reduced
668
Easterly Investment Partners
Easterly Investment Partners
Massachusetts
$21.1M -$19.3M 3 2.47% Reduced
669
Kennedy Capital Management
Kennedy Capital Management
Missouri
$21M -$291K 2 0.45% Reduced
670
Tributary Capital Management
Tributary Capital Management
Nebraska
$20.9M -$866K 3 1.59% Reduced
671
Callahan Advisors
Callahan Advisors
Texas
$20.9M +$603K 3 2.66% Increased
672
WhitTier Trust Company
WhitTier Trust Company
Nevada
$20.9M +$256K 10 0.87% Increased
673
SAM
Socorro Asset Management
Texas
$20.9M +$3.72M 2 6.81% Increased
674
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$20.9M -$4.46M 8 0.68% Reduced
675
Cetera Advisor Networks
Cetera Advisor Networks
California
$20.8M +$10M 15 0.29% Increased