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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
AIG
American International Group
New York
$107M +$3.54M 19 0.35% Increased
227
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$106M -$770K 1 0.4% Reduced
228
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106M -$3.32M 16 1.6% Reduced
229
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$106M -$8.97M 7 5.43% Reduced
230
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$104M -$75.4K 12 0.68% Reduced
231
ESCM
Echo Street Capital Management
New York
$103M +$24.7M 4 3.1% Increased
232
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$102M -$20.8M 12 0.64% Reduced
233
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$101M -$7.97M 1 1.73% Reduced
234
Fenimore Asset Management
Fenimore Asset Management
New York
$101M -$288K 3 3.83% Reduced
235
Comerica Bank
Comerica Bank
Texas
$100M -$851K 20 0.67% Reduced
236
CCMH
Cornerstone Capital Management Holdings
New York
$98.7M +$679K 12 0.69% Increased
237
Marshall Wace North America
Marshall Wace North America
New York
$98.4M +$9.86M 9 0.54% Increased
238
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$98.2M -$503K 17 0.87% Reduced
239
GC
GMT Capital
Georgia
$97.6M -$47.5M 1 1.99% Reduced
240
CBT
Capital Bank & Trust
California
$96.5M -$3.54M 6 1.32% Reduced
241
Beck Mack & Oliver
Beck Mack & Oliver
New York
$95.5M -$10M 3 3.13% Reduced
242
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$93.9M +$28.6M 1 1.42% Increased
243
M&T Bank
M&T Bank
New York
$93M -$2.39M 11 0.49% Reduced
244
Royce & Associates
Royce & Associates
New York
$92.9M -$22.9M 10 0.62% Reduced
245
AMF Tjänstepension
AMF Tjänstepension
Sweden
$91.8M +$6.02M 4 0.9% Increased
246
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$91.3M +$59.9M 7 0.21% Increased
247
OP
Oldfield Partners
United Kingdom
$90M +$9.05M 2 6.82% Increased
248
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$89.5M +$20.7M 6 0.53% Increased
249
Great Lakes Advisors
Great Lakes Advisors
Illinois
$89.1M +$5.97M 5 1.96% Increased
250
Glenmede Trust
Glenmede Trust
Pennsylvania
$87.8M -$936K 16 0.37% Reduced