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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
Epoch Investment Partners
Epoch Investment Partners
New York
$281M -$9.15M 4 1.6% Reduced
252
Cerity Partners
Cerity Partners
New York
$280M +$34.4M 25 0.41% Increased
253
BAM
BCV Asset Management
$280M +$201M 3 7.07% New
254
Fred Alger Management
Fred Alger Management
New York
$274M -$216M 16 1.07% Reduced
255
Panagora Asset Management
Panagora Asset Management
Massachusetts
$272M -$25M 14 0.97% Reduced
256
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$272M +$82.6M 13 1.43% Increased
257
CIBC World Markets
CIBC World Markets
New York
$267M +$286M 22 1.29% New
258
Chevy Chase Trust
Chevy Chase Trust
Maryland
$267M +$15.2M 9 0.72% Increased
259
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$266M +$75M 23 0.74% Increased
260
Soroban Capital Partners
Soroban Capital Partners
New York
$263M -$46 1 1.83% Reduced
261
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$257M +$54.3M 19 1.53% Increased
262
Vident Advisory
Vident Advisory
Georgia
$253M -$2.4M 32 2.31% Reduced
263
PointState Capital
PointState Capital
New York
$253M +$555K 2 3.73% Increased
264
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$248M -$34.2M 18 0.83% Reduced
265
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$247M +$18.2M 20 0.85% Increased
266
Jennison Associates
Jennison Associates
New York
$244M -$32.8M 11 0.15% Reduced
267
DCP
Darsana Capital Partners
New York
$243M +$260M 1 4.84% New
268
Westwood Holdings Group
Westwood Holdings Group
Texas
$243M -$26.8M 8 1.98% Reduced
269
William Blair Investment Management
William Blair Investment Management
Illinois
$242M -$132M 8 0.67% Reduced
270
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$240M -$27.4M 11 0.29% Reduced
271
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$240M $0 2 4.69% Maintained
272
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$236M +$614K 17 1.2% Increased
273
CAM
Contour Asset Management
New York
$235M -$31.2M 1 5.48% Reduced
274
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$234M +$584K 32 0.31% Increased
275
Tredje AP-fonden
Tredje AP-fonden
Sweden
$232M -$68.9M 10 1.75% Reduced