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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
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.24B -$41.4M 34 1.11% Reduced
77
Brown Advisory
Brown Advisory
Maryland
$1.23B +$5.19M 15 1.54% Increased
78
Stifel Financial
Stifel Financial
Missouri
$1.19B +$16.7M 24 1.25% Increased
79
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$1.1B +$73.1M 4 12.65% Increased
80
National Pension Service
National Pension Service
South Korea
$1.09B +$116M 9 1.05% Increased
81
BAMCO Inc
BAMCO Inc
New York
$1.06B +$103M 10 2.8% Increased
82
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$1.04B -$4.85M 8 4.09% Reduced
83
First Trust Advisors
First Trust Advisors
Illinois
$1.04B +$69.1M 26 0.99% Increased
84
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.03B -$36.3M 21 1.43% Reduced
85
AKRE Capital Management
AKRE Capital Management
Virginia
$1.03B -$8.52M 2 8.53% Reduced
86
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.02B -$93.9M 1 5.7% Reduced
87
Select Equity Group
Select Equity Group
New York
$969M +$416M 3 3.48% Increased
88
Federated Hermes
Federated Hermes
Pennsylvania
$961M +$246M 18 2.11% Increased
89
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$958M +$2.29M 15 1.78% Increased
90
Aberdeen Group
Aberdeen Group
United Kingdom
$956M +$82M 11 1.75% Increased
91
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$951M -$128M 11 3.03% Reduced
92
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$946M +$50.5M 24 1.01% Increased
93
First Manhattan
First Manhattan
New York
$946M -$15.9M 5 2.81% Reduced
94
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$945M +$111M 3 3.09% Increased
95
Allspring Global Investments
Allspring Global Investments
North Carolina
$945M -$1.55M 25 1.46% Reduced
96
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$943M -$4.54M 26 1.1% Reduced
97
Artisan Partners
Artisan Partners
Wisconsin
$928M -$84.8M 8 1.38% Reduced
98
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$916M +$210M 25 0.62% Increased
99
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$902M +$88.2M 15 0.92% Increased
100
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$887M +$27.9M 23 1.59% Increased