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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
Manning & Napier Group
Manning & Napier Group
New York
$135M -$6.4M 8 1.64% Reduced
177
SAM
Securian Asset Management
Minnesota
$135M -$22.5M 10 3.61% Reduced
178
Brown Advisory
Brown Advisory
Maryland
$133M -$34.9M 12 0.45% Reduced
179
Chevy Chase Trust
Chevy Chase Trust
Maryland
$133M +$248K 8 0.65% Increased
180
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$133M +$96.8M 9 1.19% Increased
181
VOYA Investment Management
VOYA Investment Management
Georgia
$131M -$6.93M 20 0.32% Reduced
182
PS
Presima Securities
Quebec, Canada
$131M -$5.09M 2 18.95% Reduced
183
Wedge Capital Management
Wedge Capital Management
North Carolina
$129M -$4.33M 5 1.59% Reduced
184
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$127M -$1.29M 12 0.84% Reduced
185
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$126M -$11.6M 2 8.2% Reduced
186
Balyasny Asset Management
Balyasny Asset Management
Illinois
$126M +$55.9M 8 0.91% Increased
187
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$126M -$10.4M 8 0.52% Reduced
188
Aperio Group
Aperio Group
California
$125M +$3M 22 0.63% Increased
189
National Pension Service
National Pension Service
South Korea
$124M +$5.3M 4 0.51% Increased
190
Korea Investment Corp
Korea Investment Corp
South Korea
$123M -$3.53M 8 0.67% Reduced
191
Lyrical Asset Management
Lyrical Asset Management
New York
$122M +$1.96M 1 1.85% Increased
192
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$122M +$9.73M 16 1.04% Increased
193
Fred Alger Management
Fred Alger Management
New York
$122M -$43.7M 5 0.56% Reduced
194
AMF Tjänstepension
AMF Tjänstepension
Sweden
$121M -$9.08M 3 1.33% Reduced
195
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$120M +$11.5M 9 0.28% Increased
196
Nordea Investment Management
Nordea Investment Management
Sweden
$119M -$3.28M 13 0.28% Reduced
197
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$118M -$22.4M 14 0.64% Reduced
198
MAMU
Marathon Asset Management (UK)
United Kingdom
$115M -$12.3M 1 1.69% Reduced
199
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$114M -$7.63M 23 0.13% Reduced
200
TAM
Third Avenue Management
New York
$114M -$52.9M 3 9.21% Reduced