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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
DZ Bank
DZ Bank
Germany
$77.7M -$4.66M 5 0.3% Reduced
252
Robeco Schweiz
Robeco Schweiz
Switzerland
$77.6M +$2.15M 2 3.59% Increased
253
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$77.5M -$5.1M 10 1.05% Reduced
254
UIC
Uniplan Investment Counsel
Wisconsin
$77.3M -$9.06M 4 5.32% Reduced
255
Williams Jones & Associates
Williams Jones & Associates
New York
$77M -$712K 3 2.09% Reduced
256
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$76.7M +$994K 2 0.93% Increased
257
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$76.2M -$77M 5 0.82% Reduced
258
Westwood Holdings Group
Westwood Holdings Group
Texas
$75.7M +$21M 7 0.86% Increased
259
AACA
American Assets Capital Advisers
California
$73.8M +$235K 4 17.65% Increased
260
SG Americas Securities
SG Americas Securities
New York
$73.3M +$5.62M 17 0.64% Increased
261
KBC Group
KBC Group
Belgium
$72.2M -$63.9M 14 0.8% Reduced
262
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$71.3M +$77.9M 1 4.8% New
263
Intact Investment Management
Intact Investment Management
Quebec, Canada
$71.2M -$372K 5 2.89% Reduced
264
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$71.1M +$5.65M 10 0.32% Increased
265
Eaton Vance Management
Eaton Vance Management
Massachusetts
$70.3M +$3.34M 12 0.18% Increased
266
Pinnacle Associates
Pinnacle Associates
New York
$70.3M -$1.42M 7 1.81% Reduced
267
RGREA
Ranger Global Real Estate Advisors
Colorado
$69.9M +$769K 4 20.82% Increased
268
Artisan Partners
Artisan Partners
Wisconsin
$69.7M +$16.8M 2 0.16% Increased
269
Private Management Group
Private Management Group
California
$68.2M -$1.03M 2 3.73% Reduced
270
OCAM
Onex Canada Asset Management
Ontario, Canada
$67.6M -$3.72M 1 4.37% Reduced
271
IC
Inverness Counsel
New York
$66.9M +$8.76M 1 4.48% Increased
272
NIMC
NWQ Investment Management Company
California
$66.6M +$1.62M 4 1.58% Increased
273
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$66.3M +$1.47M 15 1.28% Increased
274
Natixis Advisors
Natixis Advisors
Massachusetts
$66.3M -$4.18M 11 0.65% Reduced
275
Regions Financial Corp
Regions Financial Corp
Alabama
$65.8M -$810K 14 0.82% Reduced