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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
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$228M +$1.58M 11 1.64% Increased
227
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$227M -$19.6M 1 2.1% Reduced
228
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$227M -$61.2M 1 3.28% Reduced
229
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$226M $0 2 4.98% Maintained
230
HighTower Advisors
HighTower Advisors
Illinois
$225M +$6.09M 25 0.36% Increased
231
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$223M -$7.39M 19 0.45% Reduced
232
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$223M +$29.2M 5 9.37% Increased
233
Resona Asset Management
Resona Asset Management
Japan
$217M +$213M 9 1.29% New
234
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$216M +$71.2M 14 0.2% Increased
235
DG
DigitalBridge Group
Florida
$214M +$1.9M 2 18.9% Increased
236
Pacer Advisors
Pacer Advisors
Pennsylvania
$214M -$108M 16 0.49% Reduced
237
HA
Harbor Advisors
Florida
$212M -$8.21M 2 38.95% Reduced
238
CIBC World Markets
CIBC World Markets
New York
$210M +$47.5M 10 1.38% Increased
239
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$210M +$27.7M 18 0.9% Increased
240
Acadian Asset Management
Acadian Asset Management
Massachusetts
$208M +$67.5M 14 0.73% Increased
241
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$207M +$2.72M 20 0.54% Increased
242
Scharf Investments
Scharf Investments
California
$207M -$6.8M 2 5.6% Reduced
243
TimesSquare Capital Management
TimesSquare Capital Management
New York
$204M -$31.2M 3 2.97% Reduced
244
Sarasin & Partners
Sarasin & Partners
United Kingdom
$203M -$21.9M 2 2% Reduced
245
AIG
American International Group
New York
$201M -$2.16M 24 0.72% Reduced
246
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$200M -$2.93M 13 2.28% Reduced
247
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$199M -$61.3M 1 7.15% Reduced
248
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$198M -$14.3M 1 1.92% Reduced
249
Cannell & Spears
Cannell & Spears
New York
$198M +$146M 6 4.09% Increased
250
Westwood Holdings Group
Westwood Holdings Group
Texas
$198M -$33M 10 1.55% Reduced