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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
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$645M -$29.6M 16 1.69% Reduced
77
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$639M -$33.4M 8 3.28% Reduced
78
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$620M -$11.7M 9 2.06% Reduced
79
Brown Advisory
Brown Advisory
Maryland
$614M +$93.3M 12 1.19% Increased
80
AKRE Capital Management
AKRE Capital Management
Virginia
$604M +$12.9M 2 5.33% Increased
81
Viking Global Investors
Viking Global Investors
Connecticut
$603M +$126M 1 2.79% Increased
82
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$581M +$14.8M 28 0.86% Increased
83
Bessemer Group
Bessemer Group
New Jersey
$579M -$65M 19 1.51% Reduced
84
Barclays
Barclays
United Kingdom
$567M +$197M 34 0.62% Increased
85
Stifel Financial
Stifel Financial
Missouri
$557M +$33.4M 24 0.91% Increased
86
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$549M -$55.8M 30 0.79% Reduced
87
SEI Investments
SEI Investments
Pennsylvania
$545M +$22.2M 23 1.22% Increased
88
APG Asset Management
APG Asset Management
Netherlands
$536M -$27.9M 9 1.38% Reduced
89
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$531M -$17.2M 1 3.59% Reduced
90
ACM
AEW Capital Management
Massachusetts
$523M -$4.92M 3 20.41% Reduced
91
Envestnet Asset Management
Envestnet Asset Management
Illinois
$521M -$13.4M 24 0.3% Reduced
92
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$513M +$3.98M 10 0.91% Increased
93
Aberdeen Group
Aberdeen Group
United Kingdom
$490M +$52.2M 11 1.46% Increased
94
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$482M -$5.05M 28 0.81% Reduced
95
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$479M +$1.81M 3 6.02% Increased
96
CI Investments Inc
CI Investments Inc
Ontario, Canada
$460M -$6.24M 17 2.39% Reduced
97
PGGM Investments
PGGM Investments
Netherlands
$454M +$538M 7 7.98% New
98
CIBC World Market
CIBC World Market
Ontario, Canada
$453M -$19.9M 8 1.74% Reduced
99
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$451M -$82.2M 7 1.65% Reduced
100
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$438M -$6.54M 18 1.98% Reduced