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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
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$85.7M +$1.45M 4 0.18% Increased
227
MAMU
Marathon Asset Management (UK)
United Kingdom
$84.4M +$43M 1 1.81% Increased
228
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$84.4M -$4.33M 5 1.52% Reduced
229
PS
Presima Securities
Quebec, Canada
$84.3M +$1.81M 2 12.87% Increased
230
IC
Inverness Counsel
New York
$84.2M +$9.95M 1 6.63% Increased
231
MC
MSD Capital
New York
$84.1M $0 1 20.86% Maintained
232
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$84M +$3.46M 8 0.49% Increased
233
Första AP-fonden
Första AP-fonden
Sweden
$83.5M -$9.21M 3 2.32% Reduced
234
VFA
Virtus Fund Advisers
Connecticut
$83.4M +$38.3M 7 0.74% Increased
235
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$83.2M +$78.6M 3 1.48% Increased
236
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$82.6M +$1.31M 12 0.86% Increased
237
ProShare Advisors
ProShare Advisors
Maryland
$82.5M +$2.09M 11 1.15% Increased
238
PIMC
Praesidium Investment Management Company
New York
$82.1M -$8.12M 1 6.95% Reduced
239
Marshall Wace
Marshall Wace
United Kingdom
$81.8M +$64.1M 6 0.58% Increased
240
Zacks Investment Management
Zacks Investment Management
Illinois
$81.8M +$6.13M 7 2.31% Increased
241
Comerica Bank
Comerica Bank
Texas
$81.2M -$26.3K 16 0.7% Reduced
242
Fenimore Asset Management
Fenimore Asset Management
New York
$80.5M -$8.17M 2 3.86% Reduced
243
UIC
Uniplan Investment Counsel
Wisconsin
$80.5M -$76M 2 3.62% Reduced
244
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$80.4M +$31M 2 0.99% Increased
245
ALPS Advisors
ALPS Advisors
Colorado
$80.4M +$43.2M 8 0.66% Increased
246
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$79.3M +$18.5M 18 0.83% Increased
247
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$78.3M +$114K 2 11.71% Increased
248
Douglas Lane & Associates
Douglas Lane & Associates
New York
$77.9M -$12.1M 3 2.08% Reduced
249
TimesSquare Capital Management
TimesSquare Capital Management
New York
$76.6M -$15M 2 0.49% Reduced
250
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$76.4M -$4.02M 7 0.77% Reduced