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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
901
Principal Securities
Principal Securities
Iowa
$46M -$963K 16 0.55% Reduced
902
VestGen Advisors
VestGen Advisors
Illinois
$45.6M +$2.43M 17 1.33% Increased
903
Incline Global Management
Incline Global Management
New York
$45.6M +$38.9M 3 12.79% New
904
RBF Capital
RBF Capital
California
$45.5M -$9.22K 5 1.89% Reduced
905
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$45.5M +$5.27M 26 0.91% Increased
906
Brighton Jones LLC
Brighton Jones LLC
Washington
$45.3M +$1.73M 14 0.84% Increased
907
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$45.1M +$18.8M 8 1.12% Increased
908
Slate Path Capital
Slate Path Capital
New York
$45.1M +$57.9M 1 0.62% New
909
Element Capital Management
Element Capital Management
New York
$45M +$42.6M 2 1.41% Increased
910
Geneva Partners
Geneva Partners
Wisconsin
$44.9M +$3.1M 4 11.97% Increased
911
Steadview Capital Management
Steadview Capital Management
United Kingdom
$44.8M -$4.28M 1 13.48% Reduced
912
Azzad Asset Management
Azzad Asset Management
Virginia
$44.7M -$2.96M 10 3.96% Reduced
913
SummitTX Capital
SummitTX Capital
Texas
$44.6M +$3.92M 11 1.15% Increased
914
GA
GRS Advisors
Illinois
$44.6M -$86.7M 2 3.76% Reduced
915
Beck Mack & Oliver
Beck Mack & Oliver
New York
$44.5M +$1.44M 3 0.87% Increased
916
Polymer Capital Management (HK)
Polymer Capital Management (HK)
Hong Kong
$44.5M +$8.65M 9 2.25% Increased
917
Westpac Banking Corp
Westpac Banking Corp
Australia
$44.4M -$1.11M 10 2.73% Reduced
918
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$44.2M +$1.7M 10 0.66% Increased
919
Hamilton Capital Partners (Canada)
Hamilton Capital Partners (Canada)
$44.1M -$311K 3 1.28% Reduced
920
Avity Investment Management
Avity Investment Management
Connecticut
$44.1M +$10.1M 2 2.81% Increased
921
Beacon Investment Advisory Services
Beacon Investment Advisory Services
New Jersey
$44M +$1.55M 10 1.63% Increased
922
MA
Mutual Advisors
Nebraska
$44M +$7.6M 14 0.83% Increased
923
Carmignac Gestion
Carmignac Gestion
France
$44M +$40.3M 2 0.57% Increased
924
TIG Advisors LLC
TIG Advisors LLC
New York
$43.6M -$3.64M 1 1.93% Reduced
925
Traynor Capital Management
Traynor Capital Management
Pennsylvania
$43.6M +$14M 7 2% Increased