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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
ClearBridge Investments
ClearBridge Investments
New York
$77.4M -$1.45M 10 0.07% Reduced
277
Eagle Asset Management
Eagle Asset Management
Florida
$77.3M -$45.7M 7 0.43% Reduced
278
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$76M -$25.1M 4 0.74% Reduced
279
TCM
Tensile Capital Management
California
$75.5M +$11.7M 2 12.82% Increased
280
GMI
Greystone Managed Investments
Saskatchewan, Canada
$75.4M -$1.2M 1 3.12% Reduced
281
Eaton Vance Management
Eaton Vance Management
Massachusetts
$74.6M -$29.5M 9 0.18% Reduced
282
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$73.8M -$3.42M 3 0.11% Reduced
283
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$71.5M +$1.84M 8 0.9% Increased
284
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$71.1M +$8.22M 1 2.73% Increased
285
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$70.3M +$50.2M 10 0.7% Increased
286
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$70.3M -$745K 2 2.93% Reduced
287
JCI
Jet Capital Investors
New York
$70.2M +$66.6M 1 3.26% New
288
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$69.2M +$69.4M 1 0.7% New
289
ALPS Advisors
ALPS Advisors
Colorado
$69.1M -$132K 10 0.48% Reduced
290
CA
Cortland Advisers
Delaware
$68.6M -$5.56M 1 3.15% Reduced
291
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$68.4M -$9.37M 5 1.16% Reduced
292
RGREA
Ranger Global Real Estate Advisors
Colorado
$67.6M +$25.5M 3 25.02% Increased
293
MP
Makaira Partners
California
$67.6M -$5.08M 1 8.14% Reduced
294
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$66.6M -$1.79M 2 0.7% Reduced
295
Douglas Lane & Associates
Douglas Lane & Associates
New York
$66.4M -$5.2M 3 1.4% Reduced
296
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$66.4M $0 11 0.51% Maintained
297
Pinnacle Associates
Pinnacle Associates
New York
$66.2M -$7.31M 5 1.27% Reduced
298
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$65.7M -$119K 9 0.83% Reduced
299
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$65.6M -$155M 22 0.12% Reduced
300
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$65.4M +$26.8M 12 0.56% Increased