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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
Balyasny Asset Management
Balyasny Asset Management
Illinois
$93.1M -$5.67M 9 0.42% Reduced
252
Davis Selected Advisers
Davis Selected Advisers
Arizona
$91.9M +$4.02M 5 0.4% Increased
253
Comerica Bank
Comerica Bank
Texas
$91.1M -$7.26M 20 0.73% Reduced
254
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$91M +$1.72M 2 0.93% Increased
255
Capital Research Global Investors
Capital Research Global Investors
California
$90.4M -$301M 3 0.03% Reduced
256
FI
Fosun International
China
$89.9M +$11.3M 2 4.31% Increased
257
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$89.5M -$18.8M 16 0.62% Reduced
258
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$87.6M +$7.92M 2 2.78% Increased
259
Pinnacle Associates
Pinnacle Associates
New York
$86.9M -$8.22M 7 1.8% Reduced
260
Private Management Group
Private Management Group
California
$86.7M +$800K 2 4.07% Increased
261
Arizona State Retirement System
Arizona State Retirement System
Arizona
$85.6M +$2.44M 14 0.81% Increased
262
RGREA
Ranger Global Real Estate Advisors
Colorado
$85.5M +$7.64M 4 20.51% Increased
263
SG Americas Securities
SG Americas Securities
New York
$85.3M +$42.4M 18 0.63% Increased
264
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$84.3M +$9.48M 1 2.15% Increased
265
M&T Bank
M&T Bank
New York
$84.3M +$2.85K 14 0.42% Increased
266
Baird Financial Group
Baird Financial Group
Wisconsin
$84.1M -$4.08M 12 0.53% Reduced
267
Regions Financial Corp
Regions Financial Corp
Alabama
$83.9M -$1.1M 14 0.91% Reduced
268
Robeco Schweiz
Robeco Schweiz
Switzerland
$83.5M +$7.07M 2 3.26% Increased
269
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$82.7M +$11.6M 10 1.1% Increased
270
OCAM
Onex Canada Asset Management
Ontario, Canada
$82.5M -$8.93M 1 3.65% Reduced
271
Natixis Advisors
Natixis Advisors
Massachusetts
$82.2M -$3.61M 13 0.72% Reduced
272
Eaton Vance Management
Eaton Vance Management
Massachusetts
$82.1M +$9.95M 12 0.18% Increased
273
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$81.2M +$17.7M 2 0.68% Increased
274
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$80.7M +$2.89M 10 0.32% Increased
275
Intact Investment Management
Intact Investment Management
Quebec, Canada
$79.7M -$1.18M 6 2.84% Reduced