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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
251
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$63.2M -$11.8M 3 0.12% Reduced
252
Aviva
Aviva
United Kingdom
$63.1M +$14.1M 8 0.55% Increased
253
SG Americas Securities
SG Americas Securities
New York
$62.8M +$8.89M 18 0.26% Increased
254
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$62.8M +$4.23M 9 0.78% Increased
255
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$62.3M +$5.36M 4 2.27% Increased
256
SAM
Securian Asset Management
Minnesota
$61.9M +$3.26M 7 2.49% Increased
257
Findlay Park Partners
Findlay Park Partners
United Kingdom
$60.1M $0 1 0.73% Maintained
258
HEIP
Hudson Edge Investment Partners
New Jersey
$59.6M -$11.3M 2 2.47% Reduced
259
EC
EMS Capital
New York
$59.1M +$2.17M 2 10.63% Increased
260
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$58.8M -$11.3M 6 0.33% Reduced
261
Fenimore Asset Management
Fenimore Asset Management
New York
$58.5M +$1.61M 2 3.54% Increased
262
FAMT
Fenimore Asset Management Trust
New York
$58.5M +$58M 2 3.54% New
263
Perkins Investment Management
Perkins Investment Management
Illinois
$58M +$18.3M 2 0.4% Increased
264
ACI
AMP Capital Investors
Australia
$57.4M -$77.6M 8 0.44% Reduced
265
Sit Investment Associates
Sit Investment Associates
Minnesota
$57.1M +$3.61M 3 1.1% Increased
266
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$56.8M +$7.27M 3 2.25% Increased
267
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$56.8M -$4.69M 6 0.16% Reduced
268
Nomura Holdings
Nomura Holdings
Japan
$56.5M -$3.58M 14 0.34% Reduced
269
Bahl & Gaynor
Bahl & Gaynor
Ohio
$56.4M -$27.7M 2 1.01% Reduced
270
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$56.2M -$10.3M 3 13.48% Reduced
271
Manning & Napier Advisors
Manning & Napier Advisors
New York
$55.9M +$921K 2 0.26% Increased
272
SCM
Stonerise Capital Management
California
$55.5M +$2.06M 2 29.86% Increased
273
Welch & Forbes
Welch & Forbes
Massachusetts
$55.2M +$3.74M 2 1.86% Increased
274
Putnam Investments
Putnam Investments
Massachusetts
$55.1M -$43.7M 6 0.15% Reduced
275
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$54.9M -$1.49M 15 0.51% Reduced