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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
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$954M +$18.7M 11 3.12% Increased
77
Artisan Partners
Artisan Partners
Wisconsin
$933M +$56.1M 7 1.4% Increased
78
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$933M -$125M 26 0.87% Reduced
79
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$886M +$92.4M 5 11.28% Increased
80
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$879M -$21.9M 1 5.34% Reduced
81
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$858M -$7.74M 9 3.67% Reduced
82
National Pension Service
National Pension Service
South Korea
$857M +$39.4M 9 0.98% Increased
83
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$854M -$20.9M 16 1.54% Reduced
84
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$852M -$14.7M 18 1.27% Reduced
85
First Trust Advisors
First Trust Advisors
Illinois
$850M +$36.8M 27 0.87% Increased
86
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$846M +$19.3M 26 1.04% Increased
87
Citigroup
Citigroup
New York
$842M +$30.4M 35 0.54% Increased
88
Congress Asset Management
Congress Asset Management
Massachusetts
$829M -$93.6M 10 5.94% Reduced
89
Allspring Global Investments
Allspring Global Investments
North Carolina
$826M -$22.3M 23 1.35% Reduced
90
Victory Capital Management
Victory Capital Management
Texas
$825M -$192M 26 0.83% Reduced
91
AKRE Capital Management
AKRE Capital Management
Virginia
$817M +$14.2M 2 7.19% Increased
92
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$803M -$11.1M 27 1.05% Reduced
93
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$795M +$89M 23 0.97% Increased
94
BAMCO Inc
BAMCO Inc
New York
$792M -$114M 9 2.27% Reduced
95
Aberdeen Group
Aberdeen Group
United Kingdom
$775M +$57.1M 13 1.49% Increased
96
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$771M -$25.5M 5 0.6% Reduced
97
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$764M -$116M 9 1.5% Reduced
98
First Manhattan
First Manhattan
New York
$758M +$5.31M 5 2.43% Increased
99
Bessemer Group
Bessemer Group
New Jersey
$753M -$136M 19 1.33% Reduced
100
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$743M +$59.6M 22 1.39% Increased