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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
676
Sound Shore Management
Sound Shore Management
Connecticut
$60.5M -$5.98M 1 2.03% Reduced
677
Park Avenue Securities
Park Avenue Securities
New York
$60.4M +$10.7M 17 0.47% Increased
678
Braun Stacey Associates
Braun Stacey Associates
New York
$60.4M -$3.64M 1 2.01% Reduced
679
Osmosis Investment Management UK
Osmosis Investment Management UK
United Kingdom
$60.3M +$19.2M 9 1.62% Increased
680
AQR Arbitrage
AQR Arbitrage
Connecticut
$60M +$31M 2 0.99% Increased
681
Cartenna Capital
Cartenna Capital
Connecticut
$59M +$18.2M 1 2.15% Increased
682
Granite Investment Partners
Granite Investment Partners
California
$59M -$3M 4 3.63% Reduced
683
Merit Financial Group
Merit Financial Group
Georgia
$58.8M +$10.2M 17 0.44% Increased
684
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$58.7M +$29.6M 4 0.32% Increased
685
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$58.6M -$42.7M 16 0.32% Reduced
686
Becker Capital Management
Becker Capital Management
Oregon
$58.5M -$1.86M 3 1.72% Reduced
687
Munich Reinsurance
Munich Reinsurance
$58.4M +$42.2M 4 1.44% Increased
688
KTF Investments
KTF Investments
California
$58.4M -$27.7K 2 10% Reduced
689
Citizens Financial Group
Citizens Financial Group
Rhode Island
$58.2M -$3.68M 10 0.81% Reduced
690
Mizuho Securities USA
Mizuho Securities USA
New York
$58.1M +$4.25M 11 1.37% Increased
691
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$58M -$16.3M 7 1.73% Reduced
692
Penserra Capital Management
Penserra Capital Management
California
$58M +$14.4M 22 0.68% Increased
693
EFG International
EFG International
$57.7M -$4.67M 17 1.23% Reduced
694
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$57.7M +$40K 5 5.52% Increased
695
Tema ETFs
Tema ETFs
New York
$57.6M +$15.1M 12 3.87% Increased
696
Sanibel Captiva Trust Company
Sanibel Captiva Trust Company
Florida
$57.4M +$2.3M 7 1.61% Increased
697
Ardsley Advisory Partners
Ardsley Advisory Partners
Connecticut
$57.4M -$4M 7 7.32% Reduced
698
SAM
Scopus Asset Management
New York
$57.2M +$3.64M 4 0.99% Increased
699
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$57M -$1.79M 6 1.54% Reduced
700
Hartline Investment Corp
Hartline Investment Corp
Illinois
$57M +$39.8K 4 6.27% Increased