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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
CF
Corebridge Financial
Texas
$220M +$11.4M 27 1.19% Increased
252
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$220M +$24.8M 25 0.32% Increased
253
Geneva Capital Management
Geneva Capital Management
Wisconsin
$219M +$4.03M 2 3.8% Increased
254
Westwood Holdings Group
Westwood Holdings Group
Texas
$218M +$17.4M 10 1.68% Increased
255
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$214M +$76.7M 4 4.09% Increased
256
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$214M +$48.4M 16 1.33% Increased
257
Cannell & Spears
Cannell & Spears
New York
$214M -$13.4M 7 4.39% Reduced
258
Acadian Asset Management
Acadian Asset Management
Massachusetts
$209M -$125M 14 0.61% Reduced
259
Commerce Bank
Commerce Bank
Missouri
$209M -$16.3M 15 1.29% Reduced
260
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$206M -$235K 2 9.55% Reduced
261
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$206M +$1.7M 6 5.43% Increased
262
Rathbones Group
Rathbones Group
United Kingdom
$205M +$1.85M 6 0.99% Increased
263
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$205M +$135M 9 0.63% Increased
264
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$203M -$1.18M 15 2.26% Reduced
265
M&T Bank
M&T Bank
New York
$202M +$4.21M 16 0.68% Increased
266
GW&K Investment Management
GW&K Investment Management
Massachusetts
$202M -$18.7M 12 1.71% Reduced
267
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$200M +$9.58M 10 0.25% Increased
268
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$199M -$4.13M 2 2.69% Reduced
269
MetLife Investment Management
MetLife Investment Management
New Jersey
$194M +$14.3M 27 1.06% Increased
270
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$194M +$11.3M 31 0.41% Increased
271
Two Sigma Investments
Two Sigma Investments
New York
$192M -$50.6M 23 0.42% Reduced
272
FG
Foresight Group
United Kingdom
$191M -$12.7M 4 29.65% Reduced
273
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$190M +$199M 9 1.06% New
274
UniSuper Management
UniSuper Management
Australia
$189M +$19.6M 9 1.35% Increased
275
Homestead Advisers
Homestead Advisers
Virginia
$187M -$9M 5 4.52% Reduced