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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
Great Lakes Advisors
Great Lakes Advisors
Illinois
$65.1M -$1.84M 1 2.83% Reduced
252
Rockefeller Financial Services
Rockefeller Financial Services
New York
$64.8M -$5.16M 4 1.4% Reduced
253
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$64.8M -$1.18M 5 0.38% Reduced
254
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$64.5M -$10.2M 11 0.76% Reduced
255
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$64.3M +$37.7K 6 0.32% Increased
256
Perkins Investment Management
Perkins Investment Management
Illinois
$63.7M -$11.1M 2 0.49% Reduced
257
Manning & Napier Advisors
Manning & Napier Advisors
New York
$62.8M +$2.13M 2 0.26% Increased
258
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$62.7M +$45.5M 4 0.3% Increased
259
BPM
Bronson Point Management
Connecticut
$62.5M +$19.6M 1 4.15% Increased
260
Marshall Wace
Marshall Wace
United Kingdom
$62.4M +$60.5M 6 1.13% New
261
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$62.3M +$7.41M 4 0.16% Increased
262
Sit Investment Associates
Sit Investment Associates
Minnesota
$61.5M +$3.35M 3 1.08% Increased
263
Axa
Axa
France
$60.7M -$57.3M 7 0.26% Reduced
264
FM
Forward Management
California
$60.5M -$10M 5 3.47% Reduced
265
Stifel Financial
Stifel Financial
Missouri
$60.3M +$58.8M 10 0.58% New
266
RIG
Roosevelt Investment Group
New York
$59.6M +$19.9M 1 2.76% Increased
267
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$59M -$484K 3 12.82% Reduced
268
AIG
American International Group
New York
$58.7M +$669K 21 0.28% Increased
269
CC
Cannell & Co
New York
$57.9M -$16.4M 3 1.89% Reduced
270
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$57.7M +$263K 14 0.49% Increased
271
Silvercrest Asset Management
Silvercrest Asset Management
New York
$57.7M +$8.04M 3 0.92% Increased
272
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$57.3M -$13.2M 12 0.3% Reduced
273
Gabelli Funds
Gabelli Funds
New York
$57.2M -$2.33M 7 0.3% Reduced
274
USSCPF
United States Steel & Carnegie Pension Fund
New York
$57.1M -$318K 1 1.28% Reduced
275
Confluence Investment Management
Confluence Investment Management
Missouri
$57.1M +$30M 2 2.89% Increased