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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
176
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$159M +$18.8M 10 0.78% Increased
177
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$159M -$31.6M 4 0.89% Reduced
178
ZP
Zimmer Partners
New York
$159M -$13.9M 3 2.18% Reduced
179
YEPX
Yorktown Energy Partners X
New York
$157M $0 1 33.99% Maintained
180
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$157M -$3.14M 12 0.59% Reduced
181
Wedge Capital Management
Wedge Capital Management
North Carolina
$154M -$15M 4 1.5% Reduced
182
AMF Tjänstepension
AMF Tjänstepension
Sweden
$152M +$75.6M 3 1.46% Increased
183
Swedbank
Swedbank
Sweden
$150M -$3.92M 1 0.74% Reduced
184
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$150M -$45.8M 4 0.35% Reduced
185
SAM
Securian Asset Management
Minnesota
$147M -$26M 10 3.64% Reduced
186
KBC Group
KBC Group
Belgium
$145M +$62.1M 13 1.26% Increased
187
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$145M +$125M 13 0.81% Increased
188
Gates Capital Management
Gates Capital Management
New York
$143M +$150M 1 4.03% New
189
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$143M -$613K 6 9.83% Reduced
190
Chevy Chase Trust
Chevy Chase Trust
Maryland
$142M -$3.26M 7 0.62% Reduced
191
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$142M +$16.4M 8 0.29% Increased
192
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$138M -$7.93M 24 0.14% Reduced
193
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$135M -$1.01M 3 8.11% Reduced
194
MAMU
Marathon Asset Management (UK)
United Kingdom
$134M +$750K 1 2% Increased
195
Congress Asset Management
Congress Asset Management
Massachusetts
$129M -$3.5M 5 1.78% Reduced
196
Aperio Group
Aperio Group
California
$129M -$13.2M 19 0.62% Reduced
197
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$129M +$21M 1 1.96% Increased
198
Los Angeles Capital Management
Los Angeles Capital Management
California
$128M +$98.5M 12 0.71% Increased
199
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$126M +$20.4M 12 0.82% Increased
200
Bessemer Group
Bessemer Group
New Jersey
$126M -$28.5M 12 0.49% Reduced