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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
Davenport & Co
Davenport & Co
Virginia
$221M -$47.1M 4 3.18% Reduced
152
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$218M +$40.2M 16 1.23% Increased
153
VOYA Investment Management
VOYA Investment Management
Georgia
$218M +$58.2M 21 0.59% Increased
154
Putnam Investments
Putnam Investments
Massachusetts
$217M +$53.8M 8 0.57% Increased
155
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$216M +$6.05M 17 1.51% Increased
156
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$213M -$1.09M 17 0.93% Reduced
157
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$212M -$163M 3 9.52% Reduced
158
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$212M -$54.1M 2 3.41% Reduced
159
GJL
Gendell Jeffrey L
$211M -$3.21M 1 64.62% Reduced
160
Aperio Group
Aperio Group
California
$207M +$29.5M 24 0.91% Increased
161
Pacer Advisors
Pacer Advisors
Pennsylvania
$205M +$105M 9 4.13% Increased
162
Jennison Associates
Jennison Associates
New York
$198M -$19.2M 5 0.24% Reduced
163
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$187M +$12.2M 10 0.75% Increased
164
Bahl & Gaynor
Bahl & Gaynor
Ohio
$187M +$38.2M 7 1.63% Increased
165
Manning & Napier Group
Manning & Napier Group
New York
$187M +$7.63M 5 2.2% Increased
166
Eaton Vance Management
Eaton Vance Management
Massachusetts
$187M -$4.03M 14 0.45% Reduced
167
Millennium Management
Millennium Management
New York
$187M -$33.4M 23 0.42% Reduced
168
SCH
Sylebra Capital (HK)
Hong Kong
$185M +$30.6M 2 7.57% Increased
169
HA
Harbor Advisors
Florida
$184M +$16.7M 4 55.76% Increased
170
Aviva
Aviva
United Kingdom
$179M +$24.7M 12 1.31% Increased
171
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$178M +$23.1M 7 1.6% Increased
172
Farallon Capital Management
Farallon Capital Management
California
$176M -$80.4M 1 1.51% Reduced
173
Chevy Chase Trust
Chevy Chase Trust
Maryland
$176M -$9.11M 7 0.82% Reduced
174
SAM
Securian Asset Management
Minnesota
$175M +$20.5M 10 4.93% Increased
175
US Bancorp
US Bancorp
Minnesota
$174M -$338K 25 0.54% Reduced