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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
1001
Summit Financial
Summit Financial
New Jersey
$37.7M +$5.42M 22 0.41% Increased
1002
MHIC
Marble Harbor Investment Counsel
Massachusetts
$37.7M -$606K 2 3.83% Reduced
1003
VC
Vestor Capital
Illinois
$37.5M +$5.6M 6 2.35% Increased
1004
World Investment Advisors
World Investment Advisors
California
$37.4M -$1.34M 17 0.62% Reduced
1005
RIL
Rothschild Investment LLC
Illinois
$37.4M +$8.83M 38 1.4% Increased
1006
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$37.3M -$3.48M 10 0.16% Reduced
1007
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$37.2M -$14.1M 31 0.99% Reduced
1008
Evergreen Capital Management
Evergreen Capital Management
Washington
$37.2M +$1.61M 19 0.65% Increased
1009
Capula Management
Capula Management
Cayman Islands
$37.2M +$6.55M 5 0.13% Increased
1010
LWM
Lyell Wealth Management
California
$37M -$3.12M 4 2.27% Reduced
1011
HUB Investment Partners
HUB Investment Partners
Texas
$37M +$7.16M 19 0.66% Increased
1012
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$36.9M +$2M 11 0.52% Increased
1013
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$36.9M +$1.12M 4 1.3% Increased
1014
Sculptor Capital
Sculptor Capital
New York
$36.7M +$35.3M 3 0.3% Increased
1015
Level Four Advisory Services
Level Four Advisory Services
Texas
$36.7M -$2.6M 11 1.04% Reduced
1016
Spire Wealth Management
Spire Wealth Management
Virginia
$36.6M +$3.08M 25 1.1% Increased
1017
GDCM
Galaxy Digital Capital Management
New York
$36.4M -$23.7M 8 17.67% Reduced
1018
IFP Advisors
IFP Advisors
Florida
$36.4M +$1.89M 40 0.66% Increased
1019
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$36.3M +$2.54M 18 0.27% Increased
1020
NSUP
NLB Skladi upravljanje premozenja
$36.3M +$5.77M 9 1.38% Increased
1021
LGT Fund Management
LGT Fund Management
Liechtenstein
$36.3M -$8.7M 5 1.51% Reduced
1022
SG
Sienna Gestion
France
$36.3M +$12.2M 6 2.12% Increased
1023
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$36.2M -$143K 5 0.8% Reduced
1024
Fiduciary Trust
Fiduciary Trust
Massachusetts
$36.2M -$841K 15 0.39% Reduced
1025
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$36.1M +$23.8M 3 0.64% Increased