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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
Man Group
Man Group
United Kingdom
$173M -$41.4M 14 0.64% Reduced
177
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$171M -$4.36M 23 0.17% Reduced
178
Sachem Head Capital Management
Sachem Head Capital Management
New York
$170M +$168M 2 13.32% New
179
Putnam Investments
Putnam Investments
Massachusetts
$169M +$110M 7 0.38% Increased
180
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$168M -$6.22M 10 1.15% Reduced
181
Korea Investment Corp
Korea Investment Corp
South Korea
$167M -$1.31M 8 0.71% Reduced
182
NSLI
Nan Shan Life Insurance
Taiwan
$167M -$82.2M 4 4.6% Reduced
183
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$163M +$28.3M 12 1.09% Increased
184
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$163M +$14.4K 9 1.58% Increased
185
Baird Financial Group
Baird Financial Group
Wisconsin
$161M +$8.99M 11 0.64% Increased
186
Bahl & Gaynor
Bahl & Gaynor
Ohio
$160M +$10.6M 7 1.16% Increased
187
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$159M +$27.9M 9 0.56% Increased
188
Prudential plc
Prudential plc
United Kingdom
$157M -$2.11M 5 0.46% Reduced
189
Artemis Investment Management
Artemis Investment Management
United Kingdom
$155M -$14.8M 3 2.11% Reduced
190
HA
Harbor Advisors
Florida
$153M +$537 4 43.84% Increased
191
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$149M -$7.6M 1 1.49% Reduced
192
Confluence Investment Management
Confluence Investment Management
Missouri
$146M +$171K 2 2.27% Increased
193
Bessemer Group
Bessemer Group
New Jersey
$145M -$23.6M 15 0.52% Reduced
194
MAMU
Marathon Asset Management (UK)
United Kingdom
$145M -$13.5M 1 1.91% Reduced
195
Guggenheim Capital
Guggenheim Capital
Illinois
$145M -$884K 13 1.16% Reduced
196
Eagle Asset Management
Eagle Asset Management
Florida
$145M +$11.9M 5 0.75% Increased
197
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$144M +$9.92M 5 1.71% Increased
198
Artisan Partners
Artisan Partners
Wisconsin
$144M +$20.6M 3 0.27% Increased
199
Panagora Asset Management
Panagora Asset Management
Massachusetts
$144M -$57.3M 18 0.66% Reduced
200
SAM
Securian Asset Management
Minnesota
$142M -$6.85M 10 3.27% Reduced