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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
51
First Manhattan
First Manhattan
New York
$616M -$21.2M 9 3.76% Reduced
52
American Century Companies
American Century Companies
Missouri
$616M -$12M 8 0.68% Reduced
53
Edgewood Management
Edgewood Management
Connecticut
$600M -$307K 1 3.94% Reduced
54
UBS AM
UBS AM
Illinois
$585M -$9.49M 18 0.63% Reduced
55
Credit Suisse
Credit Suisse
Switzerland
$573M -$22.7M 21 0.54% Reduced
56
AIG
American International Group
New York
$566M +$28.3M 18 2.24% Increased
57
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$541M -$7.48M 1 5.23% Reduced
58
Nuveen
Nuveen
North Carolina
$537M -$70.5M 11 3.14% Reduced
59
CIBC World Market
CIBC World Market
Ontario, Canada
$537M +$5.76M 5 1.98% Increased
60
Teachers Advisors
Teachers Advisors
New York
$531M -$9.3M 18 0.88% Reduced
61
Glenview Capital Management
Glenview Capital Management
New York
$531M -$116M 1 3.8% Reduced
62
Allianz Asset Management
Allianz Asset Management
Germany
$527M -$45.2M 15 0.51% Reduced
63
Pzena Investment Management
Pzena Investment Management
New York
$514M -$28.3M 2 3.14% Reduced
64
abrdn Investment Management
abrdn Investment Management
United Kingdom
$493M +$195M 2 2.03% Increased
65
Canada Life
Canada Life
Manitoba, Canada
$493M -$4.73M 16 1.44% Reduced
66
Harris Associates
Harris Associates
Illinois
$490M -$26.6M 1 0.97% Reduced
67
Victory Capital Management
Victory Capital Management
Texas
$486M +$79.9M 15 1.36% Increased
68
Prudential Financial
Prudential Financial
New Jersey
$472M +$16.4M 16 0.78% Increased
69
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$409M -$16.3M 4 2.86% Reduced
70
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$408M +$8.72M 7 1.35% Increased
71
Parnassus Investments
Parnassus Investments
California
$399M -$40.2M 1 2.18% Reduced
72
Emerald Acquisition
Emerald Acquisition
Washington
$398M -$36.8M 20 0.77% Reduced
73
BlackRock
BlackRock
New York
$398M +$9.84M 21 0.57% Increased
74
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$391M +$60.2M 9 1.19% Increased
75
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$390M -$33.6M 2 2.43% Reduced