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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
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$143M +$1.05M 1 4.22% Increased
227
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$143M -$6.23M 2 1.99% Reduced
228
Guggenheim Capital
Guggenheim Capital
Illinois
$141M -$5.14M 16 1.29% Reduced
229
INTECH Investment Management
INTECH Investment Management
Florida
$140M -$26.3M 7 1.05% Reduced
230
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$139M -$3.99M 3 1.83% Reduced
231
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$139M +$13.1M 21 1.18% Increased
232
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$136M -$750K 1 2.67% Reduced
233
Marshall Wace
Marshall Wace
United Kingdom
$134M -$61.1M 16 0.29% Reduced
234
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$132M +$1.79M 15 0.57% Increased
235
Ariel Investments
Ariel Investments
Illinois
$132M -$1.57M 1 1.44% Reduced
236
Alphinity Investment Management
Alphinity Investment Management
Australia
$131M -$19.3M 1 4.2% Reduced
237
LSV Asset Management
LSV Asset Management
Illinois
$131M -$41.9M 6 0.31% Reduced
238
Woodline Partners
Woodline Partners
California
$130M +$9.13M 5 1.82% Increased
239
Alyeska Investment Group
Alyeska Investment Group
Illinois
$129M +$55.8M 5 1.5% Increased
240
River Road Asset Management
River Road Asset Management
Kentucky
$128M -$263K 2 1.91% Reduced
241
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$126M +$56M 1 2.37% Increased
242
TimesSquare Capital Management
TimesSquare Capital Management
New York
$126M -$21.8M 2 1.75% Reduced
243
1WCM
12 West Capital Management
New York
$126M -$5.73M 1 11.09% Reduced
244
Railway Pension Investments
Railway Pension Investments
United Kingdom
$125M +$2.59M 3 1.36% Increased
245
Frontier Capital Management
Frontier Capital Management
Massachusetts
$125M +$2.03M 6 1.46% Increased
246
Pzena Investment Management
Pzena Investment Management
New York
$125M -$5.34M 1 0.62% Reduced
247
HighTower Advisors
HighTower Advisors
Illinois
$121M +$6.96M 22 0.32% Increased
248
Confluence Investment Management
Confluence Investment Management
Missouri
$121M +$1.23M 2 2.01% Increased
249
Osaic Holdings
Osaic Holdings
Arizona
$120M -$273K 40 0.27% Reduced
250
Fenimore Asset Management
Fenimore Asset Management
New York
$117M -$6.37M 2 3.37% Reduced