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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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$168M -$5.85M 12 0.84% Reduced
177
KBC Group
KBC Group
Belgium
$166M +$20.5M 17 1.29% Increased
178
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$165M +$6.31M 8 0.56% Increased
179
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$159M +$11M 7 1.02% Increased
180
Eaton Vance Management
Eaton Vance Management
Massachusetts
$159M +$62.1M 13 0.35% Increased
181
Artemis Investment Management
Artemis Investment Management
United Kingdom
$159M +$47.7M 3 1.87% Increased
182
ProShare Advisors
ProShare Advisors
Maryland
$158M -$7.23M 15 0.94% Reduced
183
AMF Tjänstepension
AMF Tjänstepension
Sweden
$157M -$1.58M 3 1.52% Reduced
184
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$157M -$391K 9 0.55% Reduced
185
Korea Investment Corp
Korea Investment Corp
South Korea
$156M -$17.1M 8 0.67% Reduced
186
US Bancorp
US Bancorp
Minnesota
$155M -$257K 23 0.43% Reduced
187
AL
AJO LP
Pennsylvania
$153M +$18.2M 7 0.79% Increased
188
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$149M -$9.67M 9 1.31% Reduced
189
Two Sigma Investments
Two Sigma Investments
New York
$148M -$63.6M 17 0.5% Reduced
190
Prudential plc
Prudential plc
United Kingdom
$144M +$24.6M 5 0.44% Increased
191
MAMU
Marathon Asset Management (UK)
United Kingdom
$144M +$284K 1 1.85% Increased
192
Barings
Barings
North Carolina
$143M -$15.3M 5 3.09% Reduced
193
Bahl & Gaynor
Bahl & Gaynor
Ohio
$142M +$110M 7 1.05% Increased
194
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$142M -$3.6M 1 1.42% Reduced
195
Baird Financial Group
Baird Financial Group
Wisconsin
$139M +$33.4M 12 0.54% Increased
196
SAM
Securian Asset Management
Minnesota
$136M -$3.33M 10 3.15% Reduced
197
Guggenheim Capital
Guggenheim Capital
Illinois
$136M +$11.6M 14 1.1% Increased
198
HA
Harbor Advisors
Florida
$134M -$147K 4 39.98% Reduced
199
Confluence Investment Management
Confluence Investment Management
Missouri
$132M +$231K 2 2.11% Increased
200
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$131M -$4.59M 3 0.5% Reduced