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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
76
abrdn Investment Management
abrdn Investment Management
United Kingdom
$301M -$84.9M 5 1.14% Reduced
77
Frontier Capital Management
Frontier Capital Management
Massachusetts
$301M -$24.8M 5 2.42% Reduced
78
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$296M +$4.13M 1 3.97% Increased
79
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$294M +$92M 7 1.05% Increased
80
Adage Capital Partners
Adage Capital Partners
Massachusetts
$293M +$6.29M 6 0.72% Increased
81
Nuveen
Nuveen
North Carolina
$286M -$21.2M 9 1.76% Reduced
82
Davis Selected Advisers
Davis Selected Advisers
Arizona
$285M +$2.37M 3 0.89% Increased
83
Charles Schwab
Charles Schwab
California
$284M +$10.8M 18 0.47% Increased
84
Citadel Advisors
Citadel Advisors
Florida
$282M +$41.1M 20 0.3% Increased
85
ClearBridge Investments
ClearBridge Investments
New York
$282M +$61.8M 6 0.31% Increased
86
OppenheimerFunds
OppenheimerFunds
New York
$281M -$115M 3 0.31% Reduced
87
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$279M -$5.68M 15 0.42% Reduced
88
American Century Companies
American Century Companies
Missouri
$277M -$72.9M 7 0.32% Reduced
89
BlackRock
BlackRock
New York
$273M -$14.4M 20 0.4% Reduced
90
SC
Schooner Capital
Florida
$269M -$21.9M 1 96.8% Reduced
91
Jennison Associates
Jennison Associates
New York
$266M -$108M 3 0.25% Reduced
92
D.E. Shaw & Co
D.E. Shaw & Co
New York
$266M +$72.8M 16 0.34% Increased
93
BlackRock Investment Management
BlackRock Investment Management
Delaware
$257M -$91M 22 0.36% Reduced
94
Royce & Associates
Royce & Associates
New York
$257M +$278K 7 0.87% Increased
95
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$253M +$1.79M 2 0.35% Increased
96
Fidelity International
Fidelity International
Bermuda
$253M +$79.1M 4 0.97% Increased
97
William Blair & Company
William Blair & Company
Illinois
$253M +$15M 10 0.43% Increased
98
LCS
Levin Capital Strategies
New York
$249M +$42.8M 5 3.8% Increased
99
Select Equity Group
Select Equity Group
New York
$249M -$10.8M 1 2.57% Reduced
100
Prudential Financial
Prudential Financial
New Jersey
$244M -$59.5M 15 0.46% Reduced