← 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
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$190M -$59.1M 18 1.34% Reduced
227
SAM
Securian Asset Management
Minnesota
$189M -$4.5M 9 3.69% Reduced
228
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$181M $0 1 2.62% Maintained
229
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$179M +$3.4M 23 0.92% Increased
230
Panagora Asset Management
Panagora Asset Management
Massachusetts
$179M -$84.5M 15 0.98% Reduced
231
Elliott Investment Management
Elliott Investment Management
Florida
$178M $0 1 1.78% Maintained
232
BRIM
Broad Run Investment Management
Virginia
$176M -$4.54M 1 12.43% Reduced
233
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$175M -$14.9M 2 1.85% Reduced
234
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$172M -$13.1M 3 3.35% Reduced
235
WBC
Westpac Banking Corp
Australia
$171M -$5.63M 8 1.96% Reduced
236
Fenimore Asset Management
Fenimore Asset Management
New York
$171M -$8.25M 2 4.17% Reduced
237
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$169M +$144M 2 4.81% Increased
238
Confluence Investment Management
Confluence Investment Management
Missouri
$167M +$390K 2 2.34% Increased
239
MAMU
Marathon Asset Management (UK)
United Kingdom
$166M -$8.3M 1 2.26% Reduced
240
Osaic Holdings
Osaic Holdings
Arizona
$165M +$971K 36 0.32% Increased
241
NHAS
Novo Holdings A/S
Denmark
$165M $0 1 8.72% Maintained
242
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$165M +$16.9M 10 0.89% Increased
243
Railway Pension Investments
Railway Pension Investments
United Kingdom
$165M +$24.5M 4 1.28% Increased
244
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$164M +$5.8M 10 1.57% Increased
245
Harding Loevner
Harding Loevner
New Jersey
$163M +$842K 2 0.9% Increased
246
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$162M -$17.1M 15 0.69% Reduced
247
SSM
Sound Shore Management
Connecticut
$162M +$1.81M 1 4.69% Increased
248
Natixis
Natixis
France
$160M -$108M 12 0.56% Reduced
249
TimesSquare Capital Management
TimesSquare Capital Management
New York
$159M -$26.8M 2 1.78% Reduced
250
SI
Standard Investments
New York
$157M +$143M 1 4.08% New