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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
D1 Capital Partners
D1 Capital Partners
New York
$34.7M +$22.7M 2 0.59% New
652
Third Avenue Management
Third Avenue Management
New York
$34.6M +$1.33M 2 5.94% Increased
653
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$34.4M +$438K 4 2.96% Increased
654
Gillson Capital
Gillson Capital
Illinois
$34.4M +$4.62M 2 3.31% Increased
655
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$34.3M -$14.5M 7 0.11% Reduced
656
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$34.2M +$2.45M 11 1.39% Increased
657
Point72 Hong Kong
Point72 Hong Kong
Hong Kong
$34.1M -$10.1M 6 2.05% Reduced
658
Mizuho Securities USA
Mizuho Securities USA
New York
$34M +$33.4M 7 0.75% New
659
Sabal Trust
Sabal Trust
Florida
$34M -$238K 2 2.02% Reduced
660
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$33.9M -$1.42M 18 0.6% Reduced
661
WesBanco Bank
WesBanco Bank
West Virginia
$33.7M -$1.31M 7 1.26% Reduced
662
Atria Wealth Solutions
Atria Wealth Solutions
New York
$33.6M -$262K 16 0.37% Reduced
663
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$33.4M +$20M 4 1.75% Increased
664
NC
Nokomis Capital
Texas
$33.4M +$3.78M 1 11.89% Increased
665
KMC
Kirr Marbach & Co
Indiana
$33.4M -$7.87M 2 8.03% Reduced
666
Bailard
Bailard
California
$33.3M -$13K 6 0.92% Reduced
667
Sit Investment Associates
Sit Investment Associates
Minnesota
$33.3M +$1.38M 6 0.77% Increased
668
LMR Partners
LMR Partners
United Kingdom
$33.2M +$15.1M 6 0.28% Increased
669
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$33M -$140K 7 0.96% Reduced
670
Waverton Investment Management
Waverton Investment Management
United Kingdom
$33M +$5.07M 2 0.62% Increased
671
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$32.9M +$183K 6 0.77% Increased
672
Makena Capital Management
Makena Capital Management
California
$32.9M +$22.6M 3 7.63% Increased
673
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$32.8M -$1.24M 3 2.55% Reduced
674
Groupama Asset Management
Groupama Asset Management
France
$32.7M +$4.48M 5 0.44% Increased
675
Empowered Funds
Empowered Funds
Pennsylvania
$32.6M +$1.2M 12 0.56% Increased