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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
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$89.3M +$3.71M 5 3.95% Increased
227
Fred Alger Management
Fred Alger Management
New York
$87.9M -$5.05M 4 0.46% Reduced
228
Fenimore Asset Management
Fenimore Asset Management
New York
$86.4M -$880K 2 4.27% Reduced
229
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$86.2M +$4.06M 12 0.44% Increased
230
TimesSquare Capital Management
TimesSquare Capital Management
New York
$86.2M -$2.35M 2 0.57% Reduced
231
Första AP-fonden
Första AP-fonden
Sweden
$85.8M +$86.3M 3 2.49% New
232
Aperio Group
Aperio Group
California
$85M +$3.41M 19 0.66% Increased
233
Korea Investment Corp
Korea Investment Corp
South Korea
$84.7M +$19.9M 7 0.5% Increased
234
Comerica Bank
Comerica Bank
Texas
$84.4M +$4.22M 16 0.73% Increased
235
KBC Group
KBC Group
Belgium
$82.6M +$22.3M 12 1.18% Increased
236
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$82.5M -$3.22M 1 0.93% Reduced
237
ESCM
Echo Street Capital Management
New York
$81.8M +$39.3M 2 3.42% Increased
238
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$80M +$57M 3 1.43% Increased
239
PS
Presima Securities
Quebec, Canada
$79.9M -$992K 2 12.59% Reduced
240
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$79.4M +$5.89M 7 0.7% Increased
241
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$77.6M -$11.6M 12 0.85% Reduced
242
ProShare Advisors
ProShare Advisors
Maryland
$77.6M +$4.57M 11 1% Increased
243
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$77.3M -$6.69M 7 0.45% Reduced
244
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$75.8M -$22.6M 4 0.16% Reduced
245
CIP
Champlain Investment Partners
Vermont
$75.8M +$9.12M 1 1.31% Increased
246
Davis Selected Advisers
Davis Selected Advisers
Arizona
$74.9M +$1.61M 3 0.33% Increased
247
OP
Oldfield Partners
United Kingdom
$74.8M -$4.11M 2 6.01% Reduced
248
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$74.3M +$394K 2 11.51% Increased
249
Panagora Asset Management
Panagora Asset Management
Massachusetts
$74.3M -$3.67M 17 0.37% Reduced
250
PIMC
Praesidium Investment Management Company
New York
$73.1M -$2M 1 6.38% Reduced