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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
351
CIP
Champlain Investment Partners
Vermont
$110M +$53.6M 2 0.8% Increased
352
MML Investors Services
MML Investors Services
Massachusetts
$109M +$22.8M 21 0.36% Increased
353
Verition Fund Management
Verition Fund Management
Connecticut
$109M -$31.2M 28 0.51% Reduced
354
Nissay Asset Management
Nissay Asset Management
Japan
$108M -$53.6M 9 0.7% Reduced
355
Baupost Group
Baupost Group
Massachusetts
$108M $0 1 3.08% Maintained
356
KeyBank National Association
KeyBank National Association
Ohio
$107M +$16.3M 13 0.43% Increased
357
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$107M -$8.2M 4 4.2% Reduced
358
Sachem Head Capital Management
Sachem Head Capital Management
New York
$107M +$128M 1 4.28% New
359
Osaic Holdings
Osaic Holdings
Arizona
$107M -$18.9M 44 0.24% Reduced
360
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$106M +$21M 12 1.19% Increased
361
Sarasin & Partners
Sarasin & Partners
United Kingdom
$106M +$1.56M 2 1.15% Increased
362
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$106M +$46.6M 6 1.46% Increased
363
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$106M +$331M 10 2.94% Increased
364
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$105M +$6.17M 23 0.85% Increased
365
Sanctuary Advisors
Sanctuary Advisors
Indiana
$105M -$13.8M 17 0.74% Reduced
366
MCI
McDonald Capital Investors
California
$105M -$1.2M 1 6.62% Reduced
367
GAMCO Investors
GAMCO Investors
Connecticut
$104M -$2.51M 6 1.14% Reduced
368
Welch & Forbes
Welch & Forbes
Massachusetts
$104M +$473K 6 1.36% Increased
369
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$103M +$520K 12 1.65% Increased
370
Mercer Global Advisors
Mercer Global Advisors
Colorado
$103M -$2.83M 16 0.24% Reduced
371
Comerica Bank
Comerica Bank
Texas
$103M -$28.6M 17 0.43% Reduced
372
Trillium Asset Management
Trillium Asset Management
Massachusetts
$102M -$1.09M 4 2.94% Reduced
373
Cardano Risk Management
Cardano Risk Management
Netherlands
$101M +$1.55M 1 1.61% Increased
374
Royce & Associates
Royce & Associates
New York
$101M +$7.56M 8 1.1% Increased
375
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$101M -$15.2M 3 1.46% Reduced