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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
Stifel Financial
Stifel Financial
Missouri
$994M +$16.8M 24 1.13% Increased
77
Victory Capital Management
Victory Capital Management
Texas
$992M -$266M 25 0.97% Reduced
78
Swedbank
Swedbank
Sweden
$985M -$292M 9 1.39% Reduced
79
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$967M +$323M 25 0.85% Increased
80
Bessemer Group
Bessemer Group
New Jersey
$929M -$4.8M 17 1.68% Reduced
81
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$908M -$34.2M 1 5.21% Reduced
82
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$897M +$26.1M 11 2.89% Increased
83
BAMCO Inc
BAMCO Inc
New York
$892M -$150M 9 2.38% Reduced
84
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$885M +$59.1M 10 1.78% Increased
85
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$874M -$43M 19 1.26% Reduced
86
Congress Asset Management
Congress Asset Management
Massachusetts
$874M -$7.06M 10 6.23% Reduced
87
Fidelity International
Fidelity International
Bermuda
$866M +$146M 9 0.86% Increased
88
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$859M -$3.69M 17 1.6% Reduced
89
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$844M -$61.2M 4 10.1% Reduced
90
National Pension Service
National Pension Service
South Korea
$843M +$247M 8 1.01% Increased
91
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$843M -$68.8M 9 3.68% Reduced
92
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$841M +$693K 25 1.06% Increased
93
AKRE Capital Management
AKRE Capital Management
Virginia
$831M -$9.36M 2 6.87% Reduced
94
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$828M -$39.8M 26 1.09% Reduced
95
Allspring Global Investments
Allspring Global Investments
North Carolina
$819M -$17.4M 20 1.28% Reduced
96
PGGM Investments
PGGM Investments
Netherlands
$816M -$21.6M 7 11.83% Reduced
97
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$816M -$149M 5 0.63% Reduced
98
Artisan Partners
Artisan Partners
Wisconsin
$813M -$86.4M 5 1.18% Reduced
99
First Trust Advisors
First Trust Advisors
Illinois
$802M +$143M 26 0.81% Increased
100
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$796M +$95M 13 0.94% Increased