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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
151
BRIM
Broad Run Investment Management
Virginia
$148M +$13.1M 1 7.66% Increased
152
ACM
Adelante Capital Management
California
$148M +$1.79M 2 6.92% Increased
153
NFA
Nationwide Fund Advisors
Ohio
$146M +$21.4M 18 0.62% Increased
154
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$145M -$6.89M 1 3.05% Reduced
155
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$144M -$4.23M 4 1.77% Reduced
156
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$144M +$4.05M 17 0.46% Increased
157
TAM
Third Avenue Management
New York
$143M -$10.4M 2 4.63% Reduced
158
USS Investment Management
USS Investment Management
United Kingdom
$143M +$4.89M 1 2.35% Increased
159
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$141M +$6.6M 1 1.09% Increased
160
WI
WHV Investments
California
$140M -$56.4M 2 6.18% Reduced
161
Beck Mack & Oliver
Beck Mack & Oliver
New York
$140M -$14.1M 5 4.76% Reduced
162
Adage Capital Partners
Adage Capital Partners
Massachusetts
$139M -$158M 6 0.36% Reduced
163
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$139M -$1.73M 8 0.58% Reduced
164
AL
AJO LP
Pennsylvania
$137M -$503K 4 0.59% Reduced
165
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$134M +$39.1M 11 0.62% Increased
166
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$133M -$639K 13 0.64% Reduced
167
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$128M -$2.6M 15 0.48% Reduced
168
LSV Asset Management
LSV Asset Management
Illinois
$126M +$12.8M 5 0.27% Increased
169
Wasatch Advisors
Wasatch Advisors
Utah
$126M -$10.5M 4 1.73% Reduced
170
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$125M -$53.1M 9 0.58% Reduced
171
Raymond James & Associates
Raymond James & Associates
Florida
$124M -$14.4M 13 0.45% Reduced
172
BlackRock Japan
BlackRock Japan
Japan
$123M +$3.82M 11 0.46% Increased
173
SEI Investments
SEI Investments
Pennsylvania
$120M +$40.9M 19 0.73% Increased
174
MTB
Mizuho Trust & Banking
Japan
$119M +$3.74M 7 0.39% Increased
175
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$118M +$16.5M 7 2.13% Increased