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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
326
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$58.8M -$5.22M 9 0.7% Reduced
327
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$58.7M -$1.98M 1 0.68% Reduced
328
Select Equity Group
Select Equity Group
New York
$58.5M -$56.5M 1 0.43% Reduced
329
KeyBank National Association
KeyBank National Association
Ohio
$58.3M +$1.12M 10 0.32% Increased
330
CC
Cannell & Co
New York
$57M -$952K 2 2.02% Reduced
331
Addenda Capital
Addenda Capital
Quebec, Canada
$56.7M -$419K 1 4.68% Reduced
332
Advisors Asset Management
Advisors Asset Management
Colorado
$56.3M +$2.73M 16 0.92% Increased
333
FAS
Formuepleje A/S
Denmark
$56.1M +$3.46M 1 5.39% Increased
334
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$55.9M +$471K 8 0.55% Increased
335
Fisher Asset Management
Fisher Asset Management
Washington
$55.8M -$5.16M 6 0.07% Reduced
336
Royal London Asset Management
Royal London Asset Management
United Kingdom
$55M +$9M 4 0.56% Increased
337
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$54.7M -$1.53M 3 3.31% Reduced
338
CGI
Calixto Global Investors
Florida
$54.3M +$32.9M 1 19.48% Increased
339
TPSF
Texas Permanent School Fund
Texas
$53.9M -$1.74M 14 0.74% Reduced
340
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$53.6M -$23.8M 8 0.57% Reduced
341
PIC
PCJ Investment Counsel
Ontario, Canada
$53.1M -$9.81M 1 4.34% Reduced
342
ABC
Anchor Bolt Capital
Illinois
$53.1M +$15.9M 1 2.65% Increased
343
Saturna Capital
Saturna Capital
Washington
$52.9M -$32.9K 2 1.54% Reduced
344
PineBridge Investments
PineBridge Investments
New York
$52.7M +$34.4M 12 1% Increased
345
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$52.5M +$3.06M 2 0.33% Increased
346
JVBC
J.V. Bruni & Co
Colorado
$52.5M -$509K 1 8.51% Reduced
347
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$52.4M +$21.1M 2 0.74% Increased
348
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$52.2M +$208K 12 0.45% Increased
349
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$52M +$50.8M 4 0.75% New
350
Driehaus Capital Management
Driehaus Capital Management
Illinois
$51.6M -$31.2M 9 1.59% Reduced