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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
Avanza Fonder
Avanza Fonder
Sweden
$64.4M -$1.12M 11 1.78% Reduced
652
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$64.2M -$3.27M 8 0.89% Reduced
653
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$64.2M -$44.2M 11 2.23% Reduced
654
Aperture Investors
Aperture Investors
New York
$64.1M +$11M 5 8.1% Increased
655
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$63.8M +$3.23M 17 1.12% Increased
656
Oribel Capital Management
Oribel Capital Management
New York
$63.8M +$50.2M 2 2.82% Increased
657
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$63.7M +$22.9M 13 1.42% Increased
658
Madison Asset Management
Madison Asset Management
Wisconsin
$63.6M -$4.32M 5 0.79% Reduced
659
Vaughan David Investments
Vaughan David Investments
Illinois
$63.4M +$176K 1 1.34% Increased
660
MTC
McDaniel Terry & Co
Texas
$63.2M +$2.12M 2 5.37% Increased
661
Sagefield Capital
Sagefield Capital
Texas
$63.1M +$36.3M 3 4.54% Increased
662
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$63M +$12.7M 16 0.75% Increased
663
Curi RMB Capital
Curi RMB Capital
Illinois
$62.8M -$11.1M 13 1.12% Reduced
664
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$62.8M -$3.66M 2 1.34% Reduced
665
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$62.5M -$947K 3 2.46% Reduced
666
HIM
HughesLittle Investment Management
$62.3M -$35.5K 1 12.2% Reduced
667
AltraVue Capital
AltraVue Capital
Washington
$61.8M -$5.9M 1 5.33% Reduced
668
Broad Run Investment Management
Broad Run Investment Management
Virginia
$61.5M -$193K 2 10.83% Reduced
669
J. Stern & Co
J. Stern & Co
United Kingdom
$61.4M -$4.91M 1 5.95% Reduced
670
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$61.3M +$16.9M 5 2.34% Increased
671
Waverly Advisors
Waverly Advisors
Alabama
$61.2M +$2.2M 14 0.46% Increased
672
Ninety One (UK)
Ninety One (UK)
United Kingdom
$61.2M +$166K 4 0.14% Increased
673
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$61.1M +$5.47M 24 1.17% Increased
674
Davis Selected Advisers
Davis Selected Advisers
Arizona
$60.9M +$3.34M 4 0.28% Increased
675
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$60.7M +$3.04M 26 0.66% Increased