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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
276
Great Lakes Advisors
Great Lakes Advisors
Illinois
$57.6M +$1.93M 2 1.93% Increased
277
Silvercrest Asset Management
Silvercrest Asset Management
New York
$57.6M +$5.54M 3 0.89% Increased
278
MWR
McAdams Wright Ragen
Washington
$57.5M -$2.72M 5 3.21% Reduced
279
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$57.4M -$4.57M 2 2.07% Reduced
280
BPM
Bronson Point Management
Connecticut
$57.1M +$3.65M 1 3.47% Increased
281
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$57.1M -$3M 11 0.68% Reduced
282
USSCPF
United States Steel & Carnegie Pension Fund
New York
$56.2M $0 1 1.28% Maintained
283
EA
Euclid Advisors
Connecticut
$56.1M +$4.24M 4 0.4% Increased
284
SCM
Snow Capital Management
Pennsylvania
$56M +$873K 2 1.94% Increased
285
ICM
IronBridge Capital Management
Illinois
$55.7M -$33.3M 1 1.48% Reduced
286
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$55.7M +$14.5M 6 1.11% Increased
287
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$55.6M -$20.4M 3 11.37% Reduced
288
Sentry Investments
Sentry Investments
Ontario, Canada
$55.5M +$10.9M 2 0.7% Increased
289
US Bancorp
US Bancorp
Minnesota
$55.2M -$5.56M 20 0.22% Reduced
290
OCAM
Onex Canada Asset Management
Ontario, Canada
$54.9M +$56.1M 1 4.11% New
291
LI
LMCG Investments
Massachusetts
$53.8M +$7.43M 3 1.21% Increased
292
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$53.7M +$17M 6 0.15% Increased
293
Chevy Chase Trust
Chevy Chase Trust
Maryland
$53.6M +$3.03M 4 0.35% Increased
294
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$53M +$17.1M 4 0.44% Increased
295
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$52.9M +$57.6M 2 0.72% Increased
296
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$52.9M -$3.59M 7 1.62% Reduced
297
TCSAM
Tyrus Capital S.A.M.
Monaco
$52.6M +$58.9M 1 8.75% New
298
NRC
North Run Capital
Massachusetts
$52.5M +$53.6M 1 4.75% New
299
Elliott Management
Elliott Management
New York
$52.3M -$53.3M 1 0.59% Reduced
300
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$52.2M +$23.1M 1 1.65% Increased