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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 Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$230M -$77.3M 20 0.98% Reduced
227
Credit Agricole
Credit Agricole
France
$228M -$32.4M 18 0.72% Reduced
228
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$227M -$14.5M 7 1.63% Reduced
229
VH
V3 Holding
New York
$224M $0 1 100% Maintained
230
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$224M +$7.31M 13 0.89% Increased
231
Resona Asset Management
Resona Asset Management
Japan
$224M +$14.6M 9 1.29% Increased
232
Third Point
Third Point
New York
$222M -$42.5M 1 3.39% Reduced
233
Creative Planning
Creative Planning
Kansas
$221M +$28.4M 32 0.21% Increased
234
Chevy Chase Trust
Chevy Chase Trust
Maryland
$218M +$194K 8 0.7% Increased
235
Silvercrest Asset Management
Silvercrest Asset Management
New York
$215M -$11.8M 15 1.54% Reduced
236
TimesSquare Capital Management
TimesSquare Capital Management
New York
$214M +$25.2M 3 3.45% Increased
237
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$214M $0 2 4.78% Maintained
238
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$213M +$14.3M 27 1.07% Increased
239
ACM
Anomaly Capital Management
New York
$213M +$113M 1 9.89% Increased
240
Carmignac Gestion
Carmignac Gestion
France
$210M +$171M 4 3.46% Increased
241
KBC Group
KBC Group
Belgium
$210M -$45.4M 26 0.65% Reduced
242
HA
Harbor Advisors
Florida
$210M +$319K 3 36.44% Increased
243
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$208M +$47.3M 6 5.29% Increased
244
Artemis Investment Management
Artemis Investment Management
United Kingdom
$208M +$161M 3 3.18% Increased
245
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$205M +$7.03M 17 0.34% Increased
246
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$205M -$403M 4 2.05% Reduced
247
Epoch Investment Partners
Epoch Investment Partners
New York
$201M +$3.71M 4 1.04% Increased
248
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$201M -$1.28M 1 2.01% Reduced
249
Axiom Investors
Axiom Investors
Connecticut
$200M -$237M 5 1.92% Reduced
250
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$199M +$8.72M 16 1.17% Increased