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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
Comerica Bank
Comerica Bank
Texas
$97.8M +$3.94M 20 0.7% Increased
227
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$97.6M -$826K 12 0.56% Reduced
228
HCM
Highline Capital Management
New York
$96.5M +$97.1M 1 3.29% New
229
River Road Asset Management
River Road Asset Management
Kentucky
$94.9M -$2.38M 3 1.93% Reduced
230
IAM
Iridian Asset Management
Connecticut
$94.5M -$157M 2 0.85% Reduced
231
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$94.2M -$25.8M 8 0.72% Reduced
232
Fenimore Asset Management
Fenimore Asset Management
New York
$93.2M +$2.47M 3 3.6% Increased
233
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$92.9M +$12.6M 1 1.43% Increased
234
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$92.3M -$2.51M 17 1.44% Reduced
235
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$92.2M +$19.3M 6 0.66% Increased
236
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$92M +$1.25M 1 1.64% Increased
237
CAM
Contour Asset Management
New York
$91.3M +$101M 1 4.7% New
238
WBC
Westpac Banking Corp
Australia
$91.1M +$12.1M 7 1.82% Increased
239
Royce & Associates
Royce & Associates
New York
$90.8M +$2.87M 10 0.64% Increased
240
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$90.7M +$93.8M 3 1.08% New
241
US Bancorp
US Bancorp
Minnesota
$90.1M +$5.43M 21 0.28% Increased
242
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$90M +$30.6M 12 0.76% Increased
243
DZ Bank
DZ Bank
Germany
$89.5M +$9.59M 9 0.35% Increased
244
OCAM
Onex Canada Asset Management
Ontario, Canada
$88.5M -$28.2M 1 4.81% Reduced
245
M&T Bank
M&T Bank
New York
$88.1M -$1.51M 12 0.47% Reduced
246
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$88.1M +$26.9M 11 0.53% Increased
247
Glenmede Trust
Glenmede Trust
Pennsylvania
$87.8M $0 16 0.37% Maintained
248
Beck Mack & Oliver
Beck Mack & Oliver
New York
$87.5M -$2.6M 3 2.94% Reduced
249
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$85.8M -$4.39M 6 0.54% Reduced
250
Driehaus Capital Management
Driehaus Capital Management
Illinois
$85.6M +$35.3M 9 3.02% Increased