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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
376
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$51.9M -$815K 2 2.61% Reduced
377
Zacks Investment Management
Zacks Investment Management
Illinois
$51.9M -$2.88M 3 1.05% Reduced
378
GW&K Investment Management
GW&K Investment Management
Massachusetts
$51.8M +$6.83M 4 0.68% Increased
379
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$51.6M -$6.62M 2 0.93% Reduced
380
CIBC World Markets
CIBC World Markets
New York
$51.1M -$1.84M 6 0.5% Reduced
381
BPB
Badgley, Phelps & Bell
Washington
$51M +$662K 3 2.51% Increased
382
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$50.3M +$12.5M 12 0.28% Increased
383
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$50M +$694K 2 0.39% Increased
384
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$49.7M +$7.04M 1 4.38% Increased
385
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$49.3M $0 1 0.8% Maintained
386
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$49.3M -$42.3M 5 1.31% Reduced
387
Azimuth Capital Management
Azimuth Capital Management
Michigan
$49.2M +$384K 7 2.89% Increased
388
SFM
Systematic Financial Management
New Jersey
$48.5M -$1.18M 4 2.65% Reduced
389
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$48.5M +$11.7M 6 0.36% Increased
390
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$48.5M -$4.37M 4 0.48% Reduced
391
Scout Investments
Scout Investments
Missouri
$48.4M +$866K 2 1.07% Increased
392
Regions Financial Corp
Regions Financial Corp
Alabama
$48.1M -$4.67M 8 0.52% Reduced
393
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$47.9M +$24.8M 19 0.13% Increased
394
BOK Financial
BOK Financial
Oklahoma
$47.8M -$1.15M 10 1.05% Reduced
395
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$47.8M +$15M 11 2.21% Increased
396
Private Management Group
Private Management Group
California
$47.3M +$4.6M 2 3.09% Increased
397
AAM
Ardevora Asset Management
United Kingdom
$47.2M +$4.28M 1 0.87% Increased
398
B
BP
United Kingdom
$47.1M +$17.4M 7 1.14% Increased
399
SRFM
Shannon River Fund Management
New York
$47M +$13.9M 1 5.65% Increased
400
Andra AP-fonden
Andra AP-fonden
Sweden
$46.8M -$4.02M 7 1.27% Reduced