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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
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$155M +$14.2M 9 0.3% Increased
177
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$154M +$28.5M 16 0.64% Increased
178
Aperio Group
Aperio Group
California
$153M +$6.04M 23 0.66% Increased
179
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$153M -$8.63M 9 1.36% Reduced
180
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$151M -$44.9K 9 0.56% Reduced
181
Envestnet Asset Management
Envestnet Asset Management
Illinois
$150M +$26.2M 22 0.21% Increased
182
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$147M -$21.6M 9 0.57% Reduced
183
PS
Presima Securities
Quebec, Canada
$147M -$7.75M 2 20.21% Reduced
184
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$146M +$7.5M 1 2.27% Increased
185
US Bancorp
US Bancorp
Minnesota
$146M +$7.19M 23 0.42% Increased
186
AMF Tjänstepension
AMF Tjänstepension
Sweden
$145M -$3.37M 3 1.44% Reduced
187
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$145M -$25.7M 7 0.95% Reduced
188
Barings
Barings
North Carolina
$143M -$96.1M 5 3.29% Reduced
189
DZ Bank
DZ Bank
Germany
$142M +$43.8M 7 0.46% Increased
190
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$142M +$6.66M 1 1.46% Increased
191
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$141M +$2.97M 23 0.14% Increased
192
MAMU
Marathon Asset Management (UK)
United Kingdom
$139M +$123K 1 1.86% Increased
193
KBC Group
KBC Group
Belgium
$136M +$43.9M 16 1.12% Increased
194
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$136M +$16M 4 0.53% Increased
195
Bessemer Group
Bessemer Group
New Jersey
$135M +$187K 14 0.52% Increased
196
National Pension Service
National Pension Service
South Korea
$134M +$4.61M 4 0.52% Increased
197
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$133M -$36.8M 4 1.69% Reduced
198
CRM
Cramer Rosenthal McGlynn
Connecticut
$132M +$25.6M 2 3.14% Increased
199
Confluence Investment Management
Confluence Investment Management
Missouri
$132M -$64.4M 3 2.22% Reduced
200
Two Sigma Advisers
Two Sigma Advisers
New York
$131M +$13.3M 14 0.33% Increased