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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
CGM
Capital Growth Management
Massachusetts
$101M +$80.8M 2 4.31% Increased
202
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$99.6M -$33.9M 9 0.41% Reduced
203
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$98.1M -$1.75M 5 0.64% Reduced
204
Sculptor Capital
Sculptor Capital
New York
$96.4M -$3.39M 1 0.49% Reduced
205
Confluence Investment Management
Confluence Investment Management
Missouri
$95.5M -$9.18M 2 2.86% Reduced
206
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$95.4M -$22.3M 5 0.18% Reduced
207
Williams Jones & Associates
Williams Jones & Associates
New York
$94.8M -$5.41M 3 4.42% Reduced
208
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$94.8M +$20.6M 2 2.01% Increased
209
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$94.7M +$594K 1 1.6% Increased
210
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$94.7M +$47.1M 5 0.35% Increased
211
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$93.5M -$32.6M 2 0.62% Reduced
212
Numeric Investors
Numeric Investors
Massachusetts
$92.1M +$15.2M 8 0.97% Increased
213
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$92M +$3.27M 14 0.6% Increased
214
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$91.8M -$18.8M 2 1.21% Reduced
215
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$91.6M +$1.05M 2 1.19% Increased
216
Fred Alger Management
Fred Alger Management
New York
$91.3M +$57.5M 4 0.46% Increased
217
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$90.6M +$32.4M 17 0.61% Increased
218
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$89.9M -$16.6M 12 1% Reduced
219
Abrams Capital Management
Abrams Capital Management
Massachusetts
$89.8M +$87.3M 1 4.24% New
220
Douglas Lane & Associates
Douglas Lane & Associates
New York
$88.4M +$80.5M 3 2.42% New
221
GC
GMT Capital
Georgia
$87.4M +$14.4M 1 2.15% Increased
222
TimesSquare Capital Management
TimesSquare Capital Management
New York
$86.9M +$1.66M 2 0.57% Increased
223
VFA
Virtus Fund Advisers
Connecticut
$86.8M +$10.2M 6 0.77% Increased
224
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$85.7M +$908K 7 2.64% Increased
225
Fenimore Asset Management
Fenimore Asset Management
New York
$85.6M -$1.12M 2 4.33% Reduced