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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
Congress Asset Management
Congress Asset Management
Massachusetts
$668M -$881K 10 5.26% Reduced
102
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$662M -$14.3M 1 3.02% Reduced
103
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$656M -$144M 12 2.3% Reduced
104
Canada Life
Canada Life
Manitoba, Canada
$652M +$42M 20 1.43% Increased
105
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$647M +$54.3M 12 0.84% Increased
106
Eagle Asset Management
Eagle Asset Management
Florida
$636M -$9.4M 9 3.41% Reduced
107
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$628M +$8.3M 12 0.91% Increased
108
Asset Management One
Asset Management One
Japan
$625M -$128K 12 2.52% Reduced
109
Bahl & Gaynor
Bahl & Gaynor
Ohio
$620M -$47.7M 5 3.73% Reduced
110
Natixis Advisors
Natixis Advisors
Massachusetts
$606M +$9.59M 16 1.59% Increased
111
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$604M +$215K 17 2.41% Increased
112
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$603M +$154M 10 3.06% Increased
113
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$584M -$4.72M 28 1.19% Reduced
114
Citigroup
Citigroup
New York
$583M +$10.9M 34 0.41% Increased
115
Balyasny Asset Management
Balyasny Asset Management
Illinois
$578M +$326M 16 1.09% Increased
116
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$577M +$135M 25 0.66% Increased
117
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$574M -$78.6M 2 4.97% Reduced
118
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$567M +$32.1M 23 1% Increased
119
National Pension Service
National Pension Service
South Korea
$542M +$10.1M 6 0.75% Increased
120
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$530M +$59.6M 7 5.3% Increased
121
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$526M +$5.21M 21 0.85% Increased
122
Allianz Asset Management
Allianz Asset Management
Germany
$518M -$16.2M 15 0.85% Reduced
123
Renaissance Technologies
Renaissance Technologies
New York
$517M -$98.1M 17 0.8% Reduced
124
AMF Tjänstepension
AMF Tjänstepension
Sweden
$517M +$64.9M 5 4.42% Increased
125
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$517M +$152M 27 1.01% Increased