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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
IAM
Iridian Asset Management
Connecticut
$170M -$6.53M 2 1.71% Reduced
177
HCM
Highline Capital Management
New York
$170M -$31.7M 1 7.88% Reduced
178
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$170M -$3.15M 5 0.97% Reduced
179
Manning & Napier Group
Manning & Napier Group
New York
$169M -$3.83M 9 1.66% Reduced
180
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$169M +$8.9M 12 0.62% Increased
181
VOYA Investment Management
VOYA Investment Management
Georgia
$167M -$25.9M 20 0.34% Reduced
182
Wedge Capital Management
Wedge Capital Management
North Carolina
$167M -$10.1M 4 1.6% Reduced
183
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$165M +$41.1K 3 1.7% Increased
184
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$163M +$43.6M 14 0.79% Increased
185
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$160M -$211M 9 0.57% Reduced
186
Swedbank
Swedbank
Sweden
$158M +$2.99M 1 0.71% Increased
187
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$158M +$26.3M 12 0.93% Increased
188
AMF Tjänstepension
AMF Tjänstepension
Sweden
$158M -$5.1M 3 1.44% Reduced
189
Chevy Chase Trust
Chevy Chase Trust
Maryland
$157M +$5.43M 7 0.65% Increased
190
KBC Group
KBC Group
Belgium
$156M -$959K 14 1.18% Reduced
191
Korea Investment Corp
Korea Investment Corp
South Korea
$153M -$13.4M 9 0.7% Reduced
192
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$153M +$7.43M 6 11.65% Increased
193
PS
Presima Securities
Quebec, Canada
$151M +$24.5M 2 19.38% Increased
194
Bessemer Group
Bessemer Group
New Jersey
$151M +$68.9K 14 0.56% Increased
195
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$151M -$9.57M 3 0.33% Reduced
196
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$150M -$6.52M 24 0.14% Reduced
197
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$149M -$1.35M 3 8.89% Reduced
198
MAMU
Marathon Asset Management (UK)
United Kingdom
$146M -$781K 1 1.84% Reduced
199
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$146M +$6.32M 1 2.11% Increased
200
Nordea Investment Management
Nordea Investment Management
Sweden
$143M +$131M 11 0.3% Increased