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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
101
SA
SQ Advisors
Florida
$303M -$2.47M 1 11.04% Reduced
102
First Trust Advisors
First Trust Advisors
Illinois
$302M +$2.34M 17 0.81% Increased
103
Security Capital Research & Management
Security Capital Research & Management
Illinois
$302M -$10.4M 4 9.64% Reduced
104
Macquarie Group
Macquarie Group
Australia
$301M -$22.6M 12 0.55% Reduced
105
Federated Hermes
Federated Hermes
Pennsylvania
$299M -$1.89M 14 0.86% Reduced
106
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$297M +$28.4M 14 0.96% Increased
107
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$292M -$8.17M 5 4.21% Reduced
108
Sentry Investments
Sentry Investments
Ontario, Canada
$292M +$1.19M 3 2.12% Increased
109
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$283M -$3.65M 3 1.38% Reduced
110
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$277M +$56M 8 0.5% Increased
111
EARNEST Partners
EARNEST Partners
Georgia
$271M -$7.37M 4 2.84% Reduced
112
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$269M -$72.7M 7 0.8% Reduced
113
VOYA Investment Management
VOYA Investment Management
Georgia
$265M +$25.5M 17 0.59% Increased
114
SEI Investments
SEI Investments
Pennsylvania
$260M +$19.3M 18 1.04% Increased
115
TCW Group
TCW Group
California
$259M -$4.44M 7 2.15% Reduced
116
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$258M -$8.21M 1 2.45% Reduced
117
SA
SPO Advisory
California
$255M -$46M 1 5.01% Reduced
118
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$253M +$30.5M 20 0.27% Increased
119
Stifel Financial
Stifel Financial
Missouri
$252M +$14.4M 18 0.93% Increased
120
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$245M +$80.6M 14 1.02% Increased
121
Brookfield Corp
Brookfield Corp
Ontario, Canada
$245M -$11.3M 1 1.25% Reduced
122
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$242M -$3.07M 12 0.62% Reduced
123
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$241M -$101M 4 1.25% Reduced
124
Korea Investment Corp
Korea Investment Corp
South Korea
$239M +$21.4M 8 1.12% Increased
125
Partners Value Investments
Partners Value Investments
Bermuda
$239M $0 1 38.1% Maintained