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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
GMI
Greystone Managed Investments
Saskatchewan, Canada
$81.6M -$22.5M 1 3.77% Reduced
252
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$79.4M +$7.47M 7 0.28% Increased
253
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$79M -$11.9M 6 1.41% Reduced
254
Regions Financial Corp
Regions Financial Corp
Alabama
$79M +$751K 6 0.93% Increased
255
Congress Asset Management
Congress Asset Management
Massachusetts
$78.8M +$6.82M 4 1.51% Increased
256
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$78.3M -$7.75M 3 0.12% Reduced
257
Fidelity International
Fidelity International
Bermuda
$78.1M +$28M 3 0.22% Increased
258
Baird Financial Group
Baird Financial Group
Wisconsin
$76.9M +$4.63M 8 0.62% Increased
259
Castle Hook Partners
Castle Hook Partners
New York
$75.4M +$71.6M 2 4.04% New
260
Bessemer Group
Bessemer Group
New Jersey
$74.5M +$18.2M 11 0.31% Increased
261
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$74.1M +$4.15M 14 0.51% Increased
262
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$73.4M -$6.08M 3 0.46% Reduced
263
USSCPF
United States Steel & Carnegie Pension Fund
New York
$73.3M -$9.66M 1 2.3% Reduced
264
National Pension Service
National Pension Service
South Korea
$73.1M -$24.8M 5 0.49% Reduced
265
US Bancorp
US Bancorp
Minnesota
$73M +$3.82M 19 0.25% Increased
266
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$72.9M +$53.6M 7 0.61% Increased
267
TimesSquare Capital Management
TimesSquare Capital Management
New York
$71.5M -$5.75M 2 0.46% Reduced
268
OP
Oldfield Partners
United Kingdom
$71.4M -$11.2M 2 6.47% Reduced
269
Douglas Lane & Associates
Douglas Lane & Associates
New York
$71.2M -$4.31M 3 1.77% Reduced
270
AIM
Allen Investment Management
New York
$70M -$1.85M 4 3.6% Reduced
271
M&T Bank
M&T Bank
New York
$69.6M -$18.6M 11 0.42% Reduced
272
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$69.6M +$47.5M 2 0.39% Increased
273
PHAM
Pacific Heights Asset Management
California
$68.2M -$2.54M 2 6.49% Reduced
274
TCM
Tensile Capital Management
California
$67.4M +$9.68M 2 14.79% Increased
275
Pinnacle Associates
Pinnacle Associates
New York
$67.3M -$2.52M 5 1.29% Reduced