← All themes

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
151
Edge Asset Management
Edge Asset Management
Washington
$163M -$1.22M 1 1.64% Reduced
152
Acadian Asset Management
Acadian Asset Management
Massachusetts
$160M +$23.4M 5 0.78% Increased
153
ING Group
ING Group
Netherlands
$160M -$760K 4 0.81% Reduced
154
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$160M -$464K 16 0.51% Reduced
155
Credit Agricole
Credit Agricole
France
$160M +$8.36M 12 0.68% Increased
156
Davenport & Co
Davenport & Co
Virginia
$160M +$899K 3 2.71% Increased
157
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$158M -$333K 9 1.28% Reduced
158
First Trust Advisors
First Trust Advisors
Illinois
$155M +$9.77M 15 0.65% Increased
159
Wasatch Advisors
Wasatch Advisors
Utah
$155M +$1.39M 3 1.51% Increased
160
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$151M -$7.62M 1 3.25% Reduced
161
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$151M -$8.46M 17 0.44% Reduced
162
EC
Eminence Capital
New York
$149M +$62.5M 1 2.46% Increased
163
Brandes Investment Partners
Brandes Investment Partners
California
$147M -$57.7M 4 1.77% Reduced
164
Security Capital Research & Management
Security Capital Research & Management
Illinois
$146M -$14.1M 1 6.04% Reduced
165
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$144M +$558K 10 0.87% Increased
166
Markel Group
Markel Group
Virginia
$144M +$2.82M 1 4.1% Increased
167
RS Investment Management
RS Investment Management
California
$143M +$7.09M 3 1.2% Increased
168
Eaton Vance Management
Eaton Vance Management
Massachusetts
$142M -$14.8M 7 0.42% Reduced
169
SSM
Sound Shore Management
Connecticut
$142M +$254K 1 2.3% Increased
170
KSCM
King Street Capital Management
New York
$141M +$129M 1 15.68% New
171
WCMNY
Westchester Capital Management (New York)
New York
$140M -$8.47M 2 1.79% Reduced
172
EARNEST Partners
EARNEST Partners
Georgia
$140M -$2.04M 2 1.11% Reduced
173
NFA
Nationwide Fund Advisors
Ohio
$137M +$10.5M 17 0.56% Increased
174
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$136M -$11.6M 4 0.39% Reduced
175
Renaissance Technologies
Renaissance Technologies
New York
$133M -$12.7M 12 0.31% Reduced