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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
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$160M +$18.9M 24 0.25% Increased
277
Arizona State Retirement System
Arizona State Retirement System
Arizona
$158M +$2.52M 24 1.05% Increased
278
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$157M +$2.87M 27 0.36% Increased
279
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$157M +$5.98M 13 1.04% Increased
280
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$156M -$32.2M 10 0.21% Reduced
281
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$155M +$36.6M 5 5.22% Increased
282
GAMCO Investors
GAMCO Investors
Connecticut
$154M -$28.7M 5 1.67% Reduced
283
TCW Group
TCW Group
California
$151M +$15.2M 6 1.35% Increased
284
Tidal Investments
Tidal Investments
Wisconsin
$149M +$22.5M 23 2.01% Increased
285
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$148M -$237M 2 6.12% Reduced
286
STT
Singapore Technologies Telemedia
Singapore
$147M $0 1 100% Maintained
287
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$145M +$1.33M 1 0.99% Increased
288
Royce & Associates
Royce & Associates
New York
$142M -$31.9M 13 1.33% Reduced
289
GW&K Investment Management
GW&K Investment Management
Massachusetts
$141M +$29M 12 1.29% Increased
290
Panagora Asset Management
Panagora Asset Management
Massachusetts
$140M +$33.5M 11 0.71% Increased
291
Credit Agricole
Credit Agricole
France
$140M +$90.9M 17 0.75% Increased
292
EULAV Asset Management
EULAV Asset Management
Florida
$140M +$10.8M 4 3.79% Increased
293
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$140M +$20.1M 2 1.96% Increased
294
Congress Wealth Management
Congress Wealth Management
Massachusetts
$139M -$565K 12 2.21% Reduced
295
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$138M -$77.4M 1 4.94% Reduced
296
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$135M +$47.6M 10 0.81% Increased
297
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$135M +$2.97M 11 0.69% Increased
298
IFM Investors
IFM Investors
Australia
$133M +$61.9M 9 1.35% Increased
299
Wasatch Advisors
Wasatch Advisors
Utah
$131M -$8.82M 3 0.7% Reduced
300
Zacks Investment Management
Zacks Investment Management
Illinois
$131M +$22M 7 1.47% Increased