← All themes

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
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$102M +$369K 3 1.15% Increased
227
Zacks Investment Management
Zacks Investment Management
Illinois
$101M -$772K 4 2.51% Reduced
228
AWCI
Alpine Woods Capital Investors
New York
$99.9M -$13.2M 5 5.33% Reduced
229
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$99.8M -$11.2M 1 1.85% Reduced
230
MAMU
Marathon Asset Management (UK)
United Kingdom
$99.8M +$8.25M 1 1.73% Increased
231
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98.9M -$3.61M 16 1.62% Reduced
232
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$98.3M -$5.94M 3 1.13% Reduced
233
WBC
Westpac Banking Corp
Australia
$97.1M -$42M 11 2.14% Reduced
234
TimesSquare Capital Management
TimesSquare Capital Management
New York
$95.6M +$25.2M 2 0.62% Increased
235
CIP
Champlain Investment Partners
Vermont
$94.9M -$21.2M 1 1.16% Reduced
236
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$93.9M +$22.8M 3 0.71% Increased
237
AIG
American International Group
New York
$93.2M +$2.77M 18 0.33% Increased
238
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$92.7M +$801K 1 0.86% Increased
239
MICM
Matthews International Capital Management
California
$92.3M -$313K 1 4.19% Reduced
240
Fenimore Asset Management
Fenimore Asset Management
New York
$91.9M +$179K 2 3.8% Increased
241
KBC Group
KBC Group
Belgium
$90.5M -$35.3M 13 0.87% Reduced
242
Westfield Capital Management
Westfield Capital Management
Massachusetts
$89.7M -$195K 2 0.76% Reduced
243
ALPS Advisors
ALPS Advisors
Colorado
$89.2M +$28.5M 8 0.62% Increased
244
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$89.1M -$4.48M 17 0.88% Reduced
245
Congress Asset Management
Congress Asset Management
Massachusetts
$88M +$5.24M 4 1.57% Increased
246
PointState Capital
PointState Capital
New York
$87.6M +$52.8M 1 0.95% Increased
247
National Pension Service
National Pension Service
South Korea
$87.2M +$8.39M 5 0.52% Increased
248
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$86.8M -$4.61M 11 0.74% Reduced
249
Intact Investment Management
Intact Investment Management
Quebec, Canada
$86.7M -$7.05M 4 3.84% Reduced
250
CCMH
Cornerstone Capital Management Holdings
New York
$85.2M -$5.6M 12 0.67% Reduced