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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
Brown Advisory
Brown Advisory
Maryland
$781M -$11.1M 15 1.22% Reduced
77
Envestnet Asset Management
Envestnet Asset Management
Illinois
$775M -$586M 25 0.34% Reduced
78
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$773M -$16.1M 3 2.88% Reduced
79
Bessemer Group
Bessemer Group
New Jersey
$768M +$67.4M 19 1.63% Increased
80
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$744M -$28.1M 27 0.95% Reduced
81
HSBC Holdings
HSBC Holdings
United Kingdom
$741M +$63.4M 23 0.75% Increased
82
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$739M -$123M 6 2.97% Reduced
83
Aberdeen Group
Aberdeen Group
United Kingdom
$717M -$28.5M 11 1.67% Reduced
84
Stifel Financial
Stifel Financial
Missouri
$715M -$27.1M 21 0.98% Reduced
85
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$711M +$1.99M 11 1.86% Increased
86
VOYA Investment Management
VOYA Investment Management
Georgia
$708M -$79.1M 25 0.73% Reduced
87
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$695M -$180M 3 12.44% Reduced
88
AKRE Capital Management
AKRE Capital Management
Virginia
$690M +$2.34M 2 5.75% Increased
89
BAMCO Inc
BAMCO Inc
New York
$686M +$51.1M 7 1.9% Increased
90
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$685M -$5.35M 9 2.36% Reduced
91
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$678M +$84.5M 12 1.48% Increased
92
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$669M -$14.8M 25 0.94% Reduced
93
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$666M +$73.5M 1 3.16% Increased
94
GJL
Gendell Jeffrey L
$649M $0 1 50.33% Maintained
95
ACM
AEW Capital Management
Massachusetts
$643M -$56.2M 4 24.74% Reduced
96
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$637M +$44.9M 15 1.43% Increased
97
PGGM Investments
PGGM Investments
Netherlands
$630M +$30.7M 7 10.21% Increased
98
Artisan Partners
Artisan Partners
Wisconsin
$629M +$110M 3 1.01% Increased
99
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$610M -$69.3M 14 2.34% Reduced
100
Axa
Axa
France
$607M +$88.3M 16 2.02% Increased