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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
701
Lombard Odier Asset Management (Europe)
Lombard Odier Asset Management (Europe)
United Kingdom
$39.8M -$4.82M 3 2.8% Reduced
702
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$39.8M +$702K 3 0.23% Increased
703
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$39.7M +$16.4M 14 1.5% Increased
704
OCMH
Oxbow Capital Management (HK)
Hong Kong
$39.7M +$13.5M 1 10.05% Increased
705
AL
Arnhold LLC
New York
$39.3M -$25.9K 1 3.58% Reduced
706
ING Group
ING Group
Netherlands
$39.1M -$23.8M 7 0.24% Reduced
707
Eisler Capital Management
Eisler Capital Management
United Kingdom
$39.1M +$3.84M 5 0.24% Increased
708
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$39.1M +$8.8M 10 0.57% Increased
709
Meyer Handelman Company
Meyer Handelman Company
New York
$38.9M -$427K 1 1.28% Reduced
710
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$38.9M -$15.7M 9 0.1% Reduced
711
HC
Henshaw Capital
Massachusetts
$38.8M +$460K 4 1.54% Increased
712
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$38.8M +$985K 5 2.25% Increased
713
Navellier & Associates
Navellier & Associates
Nevada
$38.8M -$2.28M 8 4.81% Reduced
714
BDAM
Blue Door Asset Management
Connecticut
$38.8M -$3.86M 2 20.07% Reduced
715
Third Avenue Management
Third Avenue Management
New York
$38.7M +$1.72M 2 7.98% Increased
716
Lincluden Management
Lincluden Management
Ontario, Canada
$38.6M -$1.97M 2 4.26% Reduced
717
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$38.6M -$495K 1 2.21% Reduced
718
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$38.5M +$2.1M 13 0.55% Increased
719
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$38.5M -$932K 8 1.1% Reduced
720
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$38.5M -$4.43M 6 0.78% Reduced
721
Ninety One (UK)
Ninety One (UK)
United Kingdom
$38.4M +$11M 3 0.09% Increased
722
Advisory Services Network
Advisory Services Network
Georgia
$38.2M -$602K 16 0.62% Reduced
723
Horizon Investments
Horizon Investments
North Carolina
$38.2M +$23.6M 11 0.6% Increased
724
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$38.1M $0 12 1.24% Maintained
725
Strategic Wealth Partners
Strategic Wealth Partners
Ohio
$38.1M +$35.5M 17 3% New