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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
226
US Bancorp
US Bancorp
Minnesota
$77.6M -$1.05M 16 0.34% Reduced
227
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$77.4M -$1.7M 6 0.57% Reduced
228
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$76.8M +$3.47M 7 2.2% Increased
229
OP
Oldfield Partners
United Kingdom
$76M +$19.4M 2 3.89% Increased
230
Two Sigma Investments
Two Sigma Investments
New York
$75.2M -$71.3M 9 0.48% Reduced
231
USSCPF
United States Steel & Carnegie Pension Fund
New York
$74.9M -$9.29M 1 1.73% Reduced
232
River Road Asset Management
River Road Asset Management
Kentucky
$74.3M -$211K 1 0.92% Reduced
233
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$73.3M -$2.11M 15 0.64% Reduced
234
GA
Geneva Advisors
Illinois
$72.3M +$20.7M 4 1.5% Increased
235
Viking Global Investors
Viking Global Investors
Connecticut
$72.1M -$80.8M 1 0.4% Reduced
236
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$71.6M $0 1 5.72% Maintained
237
Resolution Capital
Resolution Capital
Australia
$71.4M $0 1 9.78% Maintained
238
SCM
Snow Capital Management
Pennsylvania
$70.8M +$7.43M 2 3.16% Increased
239
SEI Trust Company
SEI Trust Company
Pennsylvania
$70.5M +$476K 10 0.77% Increased
240
Gabelli Funds
Gabelli Funds
New York
$70.4M -$7.1M 7 0.4% Reduced
241
CC
Cannell & Co
New York
$69.7M +$4.64M 2 3.77% Increased
242
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$69.1M -$24.2M 11 0.63% Reduced
243
Miller Howard Investments
Miller Howard Investments
New York
$68M +$31.4M 2 1.46% Increased
244
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$67.4M +$65.9M 10 0.41% New
245
RS Investment Management
RS Investment Management
California
$67.2M +$3.22M 1 0.44% Increased
246
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$65.7M -$1.17M 1 0.39% Reduced
247
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$65.2M -$37.7K 15 0.5% Reduced
248
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$64.6M -$1.52M 3 3.79% Reduced
249
EPCM
Eton Park Capital Management
New York
$64.3M +$63.4M 1 1.43% New
250
Great Lakes Advisors
Great Lakes Advisors
Illinois
$63.6M -$512K 2 2.86% Reduced