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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
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$78.9M -$25.8M 13 0.49% Reduced
227
VCM
Valiant Capital Management
California
$78.6M +$73.6M 1 5.67% New
228
Scout Investments
Scout Investments
Missouri
$78.5M +$3M 2 0.9% Increased
229
US Bancorp
US Bancorp
Minnesota
$78.4M -$5.35M 16 0.32% Reduced
230
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$78.3M -$25.6M 12 0.32% Reduced
231
Stockbridge Partners
Stockbridge Partners
Massachusetts
$78.3M +$73.3M 1 5.58% New
232
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$76.9M $0 1 5.65% Maintained
233
Comerica Bank
Comerica Bank
Texas
$76.8M -$12.6M 16 0.6% Reduced
234
Perkins Investment Management
Perkins Investment Management
Illinois
$73.8M +$7.56M 2 0.51% Increased
235
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$73M +$835K 11 0.85% Increased
236
AL
AJO LP
Pennsylvania
$71.8M -$12.8M 3 0.31% Reduced
237
CC
Cannell & Co
New York
$71.5M -$931K 2 3.38% Reduced
238
SCM
Snow Capital Management
Pennsylvania
$71.5M -$6M 2 2.9% Reduced
239
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$71.3M -$3K 1 0.4% Reduced
240
Rockefeller Financial Services
Rockefeller Financial Services
New York
$69.9M +$13M 4 1.51% Increased
241
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$69.9M -$4.14M 7 2.02% Reduced
242
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$69.7M +$6.68M 4 2.31% Increased
243
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$69.1M +$6.82M 9 0.89% Increased
244
TimesSquare Capital Management
TimesSquare Capital Management
New York
$68.8M +$9.54M 1 0.35% Increased
245
Korea Investment Corp
Korea Investment Corp
South Korea
$68.3M +$27.8M 7 0.65% Increased
246
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$68.1M -$723K 16 0.48% Reduced
247
Great Lakes Advisors
Great Lakes Advisors
Illinois
$67.9M -$2.23M 1 3.08% Reduced
248
Nordea Investment Management
Nordea Investment Management
Sweden
$67.8M +$13.2M 4 0.34% Increased
249
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$67.6M $0 1 4.8% Maintained
250
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$67M -$25M 12 0.39% Reduced