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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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$579M +$2.31M 42 0.33% Increased
177
Storebrand Asset Management
Storebrand Asset Management
Norway
$575M +$12.9M 15 1.65% Increased
178
Scotia Capital
Scotia Capital
Ontario, Canada
$574M -$11.2M 13 2.36% Reduced
179
Squarepoint
Squarepoint
New York
$574M +$134M 36 0.67% Increased
180
Robeco Schweiz
Robeco Schweiz
Switzerland
$571M -$25.7M 6 12.09% Reduced
181
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$570M -$43.8M 7 3.98% Reduced
182
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$567M +$27.7M 5 1.45% Increased
183
Mariner
Mariner
Kansas
$565M +$115M 29 0.66% Increased
184
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$564M +$32.5M 15 1.88% Increased
185
GW&K Investment Management
GW&K Investment Management
Massachusetts
$563M -$25.9M 16 4.96% Reduced
186
Danske Bank
Danske Bank
Denmark
$559M +$47M 18 1.35% Increased
187
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$556M +$23.8M 11 1.67% Increased
188
Defiance ETFs
Defiance ETFs
New York
$554M +$677M 19 7.93% Increased
189
Wasatch Advisors
Wasatch Advisors
Utah
$547M -$48.1M 3 3.63% Reduced
190
Markel Group
Markel Group
Virginia
$547M $0 2 4.58% Maintained
191
Castle Hook Partners
Castle Hook Partners
New York
$547M +$86.8M 2 2.33% Increased
192
Creative Planning
Creative Planning
Kansas
$546M +$72M 36 0.37% Increased
193
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$542M +$50.5M 43 0.58% Increased
194
Cooperman Leon G
Cooperman Leon G
$541M $0 1 17.74% Maintained
195
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$538M -$32M 17 1.24% Reduced
196
Fisher Asset Management
Fisher Asset Management
Washington
$533M -$15.1M 11 0.18% Reduced
197
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$512M -$38.7M 3 20.23% Reduced
198
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$508M -$13.9M 14 1.25% Reduced
199
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$507M +$13.3M 32 1.16% Increased
200
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$507M -$287M 48 0.06% Reduced