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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
201
TimesSquare Capital Management
TimesSquare Capital Management
New York
$592M -$27.2M 7 8.71% Reduced
202
Scotia Capital
Scotia Capital
Ontario, Canada
$592M -$19M 13 2.21% Reduced
203
William Blair Investment Management
William Blair Investment Management
Illinois
$586M +$23.9M 7 1.76% Increased
204
AGF Management
AGF Management
Ontario, Canada
$585M +$232M 12 2.27% Increased
205
Markel Group
Markel Group
Virginia
$583M $0 2 4.44% Maintained
206
Fisher Asset Management
Fisher Asset Management
Washington
$582M -$10.8M 15 0.17% Reduced
207
HighTower Advisors
HighTower Advisors
Illinois
$569M +$34.5M 38 0.55% Increased
208
Temasek Holdings
Temasek Holdings
Singapore
$563M +$157M 4 1.51% Increased
209
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$561M +$152M 12 9.86% Increased
210
Credit Agricole
Credit Agricole
France
$561M +$122M 25 1.14% Increased
211
Baird Financial Group
Baird Financial Group
Wisconsin
$552M +$17.5M 24 0.76% Increased
212
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$549M -$53.8M 27 1.2% Reduced
213
Woodline Partners
Woodline Partners
California
$547M -$57.6M 16 1.69% Reduced
214
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$541M +$51.5M 4 1.95% Increased
215
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$540M +$87.7M 24 1.39% Increased
216
Panagora Asset Management
Panagora Asset Management
Massachusetts
$534M -$11.2M 16 1.64% Reduced
217
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$533M +$218M 17 1.38% Increased
218
Osaic Holdings
Osaic Holdings
Arizona
$529M +$13.9M 57 0.62% Increased
219
Nomura Holdings
Nomura Holdings
Japan
$526M +$87.3M 25 0.62% Increased
220
APG Asset Management
APG Asset Management
Netherlands
$525M +$147M 12 1.29% Increased
221
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$517M +$61.8M 27 0.76% Increased
222
AKRE Capital Management
AKRE Capital Management
Virginia
$516M -$219M 1 10.08% Reduced
223
TCW Group
TCW Group
California
$516M -$71.7M 15 3.47% Reduced
224
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$510M -$27.3M 3 18.14% Reduced
225
Fred Alger Management
Fred Alger Management
New York
$510M +$99M 18 1.7% Increased