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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
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$258M +$15.9M 16 0.82% Increased
152
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$256M +$53.6M 9 1.81% Increased
153
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$253M -$396K 12 2.67% Reduced
154
Sarasin & Partners
Sarasin & Partners
United Kingdom
$253M -$18.4M 3 4.04% Reduced
155
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$253M +$101M 2 30.99% Increased
156
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$252M +$39.4M 10 0.86% Increased
157
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$250M -$66.5K 18 1.43% Reduced
158
TCW Group
TCW Group
California
$249M -$12.2M 8 2.91% Reduced
159
Putnam Investments
Putnam Investments
Massachusetts
$246M -$3.49M 9 0.52% Reduced
160
Davenport & Co
Davenport & Co
Virginia
$242M -$4.31M 2 2.95% Reduced
161
Brown Advisory
Brown Advisory
Maryland
$239M +$16.3M 9 0.56% Increased
162
National Pension Service
National Pension Service
South Korea
$239M -$32.5M 4 0.68% Reduced
163
Aperio Group
Aperio Group
California
$238M +$1.87M 22 0.88% Increased
164
Trian Fund Management
Trian Fund Management
New York
$232M -$21.2M 1 4.2% Reduced
165
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$232M -$5.33M 2 7.7% Reduced
166
Bahl & Gaynor
Bahl & Gaynor
Ohio
$231M +$18M 7 1.74% Increased
167
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$220M -$17.5M 2 3.01% Reduced
168
Eaton Vance Management
Eaton Vance Management
Massachusetts
$217M +$5.36M 15 0.44% Increased
169
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$210M +$24.2M 18 0.39% Increased
170
Pzena Investment Management
Pzena Investment Management
New York
$208M +$44.2M 2 1.36% Increased
171
HA
Harbor Advisors
Florida
$205M +$818 4 52.49% Increased
172
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$205M +$35.4M 25 0.27% Increased
173
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$204M +$18M 7 2.09% Increased
174
Jennison Associates
Jennison Associates
New York
$204M -$30M 5 0.18% Reduced
175
US Bancorp
US Bancorp
Minnesota
$202M +$1.02M 26 0.53% Increased