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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
126
Macquarie Group
Macquarie Group
Australia
$257M +$15.5M 17 0.44% Increased
127
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$254M +$16.5M 7 0.85% Increased
128
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$254M +$1.05M 15 0.64% Increased
129
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$247M +$10.6M 3 0.61% Increased
130
TCW Group
TCW Group
California
$243M -$466K 6 2.33% Reduced
131
NSLI
Nan Shan Life Insurance
Taiwan
$243M -$19.2M 4 4.78% Reduced
132
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$242M -$16.9M 3 0.94% Reduced
133
TimesSquare Capital Management
TimesSquare Capital Management
New York
$240M -$9.87M 4 1.85% Reduced
134
BAMCO Inc
BAMCO Inc
New York
$237M +$25.4M 4 1% Increased
135
Frontier Capital Management
Frontier Capital Management
Massachusetts
$236M -$419K 4 1.68% Reduced
136
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$231M -$8.8M 17 0.73% Reduced
137
HSBC Holdings
HSBC Holdings
United Kingdom
$231M +$12.3M 17 0.42% Increased
138
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$227M -$2.61M 2 4.09% Reduced
139
BRIM
Broad Run Investment Management
Virginia
$225M -$30.8M 1 9.98% Reduced
140
Man Group
Man Group
United Kingdom
$222M +$44.4M 18 0.84% Increased
141
Alkeon Capital Management
Alkeon Capital Management
New York
$222M +$5.02M 1 1.11% Increased
142
Sarasin & Partners
Sarasin & Partners
United Kingdom
$220M +$5.03M 3 4.24% Increased
143
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$218M +$486K 4 1.24% Increased
144
GJL
Gendell Jeffrey L
$215M -$3.87M 1 29.82% Reduced
145
Two Sigma Investments
Two Sigma Investments
New York
$214M -$42.9M 16 0.69% Reduced
146
USS Investment Management
USS Investment Management
United Kingdom
$208M -$49.3M 1 2.34% Reduced
147
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$207M +$9.02M 16 1.08% Increased
148
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$202M +$20M 10 1.05% Increased
149
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$202M +$9.21M 4 3.72% Increased
150
EARNEST Partners
EARNEST Partners
Georgia
$201M +$2.49M 11 1.92% Increased