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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
$225M +$8.26M 6 2.28% Increased
177
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$225M -$35.7M 10 1.49% Reduced
178
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$224M +$26.8M 8 1.84% Increased
179
USS Investment Management
USS Investment Management
United Kingdom
$224M +$361K 7 2.15% Increased
180
HA
Harbor Advisors
Florida
$220M $0 4 51.81% Maintained
181
Westwood Holdings Group
Westwood Holdings Group
Texas
$219M -$6.95M 6 2.77% Reduced
182
Congress Asset Management
Congress Asset Management
Massachusetts
$219M -$1.31M 5 2.37% Reduced
183
US Bancorp
US Bancorp
Minnesota
$214M +$11M 26 0.52% Increased
184
Jennison Associates
Jennison Associates
New York
$213M -$11.8M 4 0.17% Reduced
185
Carmignac Gestion
Carmignac Gestion
France
$211M +$76.1M 3 2.49% Increased
186
NSCM
New South Capital Management
Tennessee
$208M -$12.6M 2 7.91% Reduced
187
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$199M -$4.28M 10 0.92% Reduced
188
Baird Financial Group
Baird Financial Group
Wisconsin
$194M -$6.78M 12 0.67% Reduced
189
SAM
Securian Asset Management
Minnesota
$194M -$7.81M 10 4.7% Reduced
190
Aviva
Aviva
United Kingdom
$190M +$136K 13 1.12% Increased
191
IAM
Iridian Asset Management
Connecticut
$189M +$11.8M 3 4.14% Increased
192
Chevy Chase Trust
Chevy Chase Trust
Maryland
$189M -$15.6M 7 0.75% Reduced
193
Fred Alger Management
Fred Alger Management
New York
$188M +$17.3M 8 0.55% Increased
194
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$187M +$23.3M 17 1.51% Increased
195
Lyrical Asset Management
Lyrical Asset Management
New York
$182M -$2.23M 1 3.31% Reduced
196
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$178M +$11.1M 10 1.01% Increased
197
KBC Group
KBC Group
Belgium
$178M -$19M 17 1.05% Reduced
198
Eagle Asset Management
Eagle Asset Management
Florida
$177M +$3.37M 7 0.91% Increased
199
AMF Tjänstepension
AMF Tjänstepension
Sweden
$176M +$20.9M 3 1.61% Increased
200
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$174M +$19.4M 5 2.2% Increased