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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
LPL Financial
LPL Financial
California
$382M +$33.2M 28 0.23% Increased
152
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$375M -$125M 1 1.99% Reduced
153
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$358M -$7.55M 18 1.65% Reduced
154
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$353M +$29.8M 11 1.65% Increased
155
AQR Capital Management
AQR Capital Management
Connecticut
$353M -$2.48M 24 0.66% Reduced
156
Markel Group
Markel Group
Virginia
$350M +$185K 2 3.8% Increased
157
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$349M -$8.32M 27 0.27% Reduced
158
M&G Investment Management
M&G Investment Management
United Kingdom
$346M +$3.9M 5 1.22% Increased
159
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$345M -$10.8M 24 0.98% Reduced
160
NSCM
New South Capital Management
Tennessee
$342M -$45.9M 3 14.92% Reduced
161
Fisher Asset Management
Fisher Asset Management
Washington
$340M -$1.74M 8 0.18% Reduced
162
Hood River Capital Management
Hood River Capital Management
Florida
$339M +$20.4M 5 9.33% Increased
163
Two Sigma Investments
Two Sigma Investments
New York
$339M -$92.1M 22 0.78% Reduced
164
Alkeon Capital Management
Alkeon Capital Management
New York
$338M +$76.5M 1 0.75% Increased
165
National Bank of Canada
National Bank of Canada
Quebec, Canada
$338M +$7.2M 21 0.54% Increased
166
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$334M -$140M 6 1.34% Reduced
167
AGF Management
AGF Management
Ontario, Canada
$333M -$18.7M 9 1.96% Reduced
168
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$332M -$62.7M 34 0.06% Reduced
169
VanEck Associates
VanEck Associates
New York
$327M +$37.3M 19 0.59% Increased
170
Rockefeller Capital Management
Rockefeller Capital Management
New York
$322M +$9.69M 13 1.08% Increased
171
Frontier Capital Management
Frontier Capital Management
Massachusetts
$314M -$25.7M 6 3.18% Reduced
172
Scotia Capital
Scotia Capital
Ontario, Canada
$312M +$3.63M 9 2.01% Increased
173
Storebrand Asset Management
Storebrand Asset Management
Norway
$309M +$34M 15 1.12% Increased
174
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$305M -$7.18M 6 2.5% Reduced
175
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$305M -$45.5M 11 0.85% Reduced