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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
851
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$52M +$5.91M 8 0.68% Increased
852
Penserra Capital Management
Penserra Capital Management
California
$51.8M -$24M 22 0.4% Reduced
853
Snowden Capital Advisors
Snowden Capital Advisors
New York
$51.5M +$742K 23 1.22% Increased
854
Emerald Investment Advisers
Emerald Investment Advisers
Pennsylvania
$51.4M -$8.3M 8 3.42% Reduced
855
Generali Asset Management
Generali Asset Management
Italy
$51.4M -$9.45M 11 0.93% Reduced
856
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$51.1M +$1.96M 23 0.48% Increased
857
Capstone Investment Advisors
Capstone Investment Advisors
New York
$50.9M +$18.7M 19 0.09% Increased
858
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$50.8M -$10.5M 3 1.72% Reduced
859
Ariel Investments
Ariel Investments
Illinois
$50.7M -$46.4M 1 0.51% Reduced
860
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$50.6M +$350K 7 2.54% Increased
861
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$50.6M +$105K 6 0.74% Increased
862
Cable Car Capital
Cable Car Capital
California
$50.5M +$26.7M 3 1.08% Increased
863
Axxcess Wealth Management
Axxcess Wealth Management
California
$50.3M +$12.4M 12 0.8% Increased
864
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$50.3M -$7.36M 1 4% Reduced
865
SONA Asset Management (US)
SONA Asset Management (US)
New York
$50.1M +$13.5M 10 1.05% Increased
866
Summit Trail Advisors
Summit Trail Advisors
New York
$50.1M +$1.11M 24 0.63% Increased
867
Groupama Asset Management
Groupama Asset Management
France
$50M +$2.61M 7 0.63% Increased
868
FengHe Fund Management
FengHe Fund Management
Singapore
$49.8M +$32.6M 1 4.72% Increased
869
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
$49.8M +$23.1M 10 0.65% Increased
870
Anatole Investment Management
Anatole Investment Management
Hong Kong
$49.6M +$11.5M 2 8.41% Increased
871
Northern Right Capital Management
Northern Right Capital Management
Connecticut
$49.6M +$15.1M 3 14.72% Increased
872
Brandes Investment Partners
Brandes Investment Partners
California
$49.3M -$56.6M 2 0.35% Reduced
873
Keystone Investors
Keystone Investors
Singapore
$49.2M +$46.1M 5 2.63% New
874
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$48.9M +$1.2M 11 1.39% Increased
875
Cozad Asset Management
Cozad Asset Management
Illinois
$48.8M -$10.6M 3 3.15% Reduced