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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
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$105M -$7.04M 14 0.65% Reduced
202
GMI
Greystone Managed Investments
Saskatchewan, Canada
$104M -$18.3M 1 4.69% Reduced
203
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$104M -$6.6M 1 0.43% Reduced
204
Horizon Kinetics
Horizon Kinetics
New York
$103M -$3.28M 1 2.89% Reduced
205
Select Equity Group
Select Equity Group
New York
$102M -$292K 1 0.88% Reduced
206
CBOA
Commonwealth Bank of Australia
Australia
$101M +$39.7M 9 1.19% Increased
207
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$99.8M -$114K 1 1.57% Reduced
208
Chevy Chase Trust
Chevy Chase Trust
Maryland
$99.7M -$1.78M 6 0.55% Reduced
209
Edge Asset Management
Edge Asset Management
Washington
$99.4M +$4.94M 1 0.83% Increased
210
Janus Henderson Group
Janus Henderson Group
$99M -$49.9M 9 0.73% Reduced
211
KBC Group
KBC Group
Belgium
$98M +$13.1M 12 1.16% Increased
212
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$97.9M +$7.62M 11 0.47% Increased
213
AL
AJO LP
Pennsylvania
$97.9M +$31.1M 4 0.42% Increased
214
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$96.8M -$247K 2 1.91% Reduced
215
Eagle Asset Management
Eagle Asset Management
Florida
$95.3M -$6.5M 6 0.65% Reduced
216
CIP
Champlain Investment Partners
Vermont
$94.7M +$13.9M 1 1.44% Increased
217
Confluence Investment Management
Confluence Investment Management
Missouri
$94.1M +$1.8M 2 2.45% Increased
218
Numeric Investors
Numeric Investors
Massachusetts
$93.9M -$43.2M 10 0.89% Reduced
219
Aperio Group
Aperio Group
California
$92M +$3.43M 19 0.67% Increased
220
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$89.1M -$13.6M 5 0.32% Reduced
221
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$87.8M +$1.5M 1 0.82% Increased
222
Alyeska Investment Group
Alyeska Investment Group
Illinois
$87.6M +$63.1M 2 0.81% Increased
223
PHAM
Pacific Heights Asset Management
California
$87M -$7.73M 2 7.64% Reduced
224
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$86.5M -$113K 5 2.09% Reduced
225
Temasek Holdings
Temasek Holdings
Singapore
$85.7M $0 1 0.69% Maintained