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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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$104M -$1.23M 1 0.41% Reduced
227
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104M +$72.5K 15 1.65% Increased
228
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$104M -$1.18M 1 1.86% Reduced
229
Axa
Axa
France
$103M -$17.4M 14 0.44% Reduced
230
Comerica Bank
Comerica Bank
Texas
$102M +$13.5M 19 0.74% Increased
231
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$101M +$16.7M 14 0.63% Increased
232
Capital Guardian Trust
Capital Guardian Trust
California
$101M -$5.57M 3 1.75% Reduced
233
Davis Selected Advisers
Davis Selected Advisers
Arizona
$100M -$6.06M 4 0.43% Reduced
234
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$100M +$8.55M 14 0.43% Increased
235
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$100M +$1.57M 1 0.88% Increased
236
CBT
Capital Bank & Trust
California
$99.7M -$26.7M 7 1.27% Reduced
237
AIG
American International Group
New York
$99.7M +$770K 18 0.35% Increased
238
AWCI
Alpine Woods Capital Investors
New York
$99M +$307K 5 5.06% Increased
239
CCMH
Cornerstone Capital Management Holdings
New York
$98.4M +$8.11M 12 0.77% Increased
240
Numeric Investors
Numeric Investors
Massachusetts
$98.4M +$45.3M 9 0.76% Increased
241
Beck Mack & Oliver
Beck Mack & Oliver
New York
$97.9M -$17.7M 4 3.22% Reduced
242
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$97.8M -$4.62M 4 1.07% Reduced
243
Eaton Vance Management
Eaton Vance Management
Massachusetts
$97.5M +$7.36M 9 0.25% Increased
244
National Pension Service
National Pension Service
South Korea
$97.4M +$3.79M 5 0.54% Increased
245
Fenimore Asset Management
Fenimore Asset Management
New York
$97.2M +$481K 3 3.9% Increased
246
SF
Schooner Foundation
Massachusetts
$96.8M -$27.3M 1 98.79% Reduced
247
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$96.1M +$2.04M 17 0.89% Increased
248
WBC
Westpac Banking Corp
Australia
$95.7M -$7.69M 12 2.11% Reduced
249
M&T Bank
M&T Bank
New York
$93.8M +$19.4M 12 0.51% Increased
250
Two Sigma Investments
Two Sigma Investments
New York
$92.8M +$8.91M 15 0.33% Increased