← All themes

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
Aperio Group
Aperio Group
California
$142M +$6.63M 22 0.62% Increased
202
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$138M +$80M 13 0.97% Increased
203
Guggenheim Capital
Guggenheim Capital
Illinois
$136M +$10.4M 17 0.89% Increased
204
ProShare Advisors
ProShare Advisors
Maryland
$133M -$4.87M 16 0.9% Reduced
205
US Bancorp
US Bancorp
Minnesota
$131M +$19.6M 22 0.38% Increased
206
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$131M -$1.49M 1 1.22% Reduced
207
CRM
Cramer Rosenthal McGlynn
Connecticut
$130M +$10.9M 2 2.49% Increased
208
Point72 Asset Management
Point72 Asset Management
Connecticut
$130M +$52.2M 6 0.54% Increased
209
Los Angeles Capital Management
Los Angeles Capital Management
California
$130M -$2.32M 12 0.68% Reduced
210
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$129M -$16.2M 8 0.25% Reduced
211
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$128M +$11.2M 4 0.46% Increased
212
Miller Howard Investments
Miller Howard Investments
New York
$122M -$1.91M 3 2.94% Reduced
213
RC
Rivulet Capital
New Jersey
$120M +$6.57M 1 14.17% Increased
214
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$120M +$2.45M 16 0.54% Increased
215
WBC
Westpac Banking Corp
Australia
$120M +$14.8M 7 2.05% Increased
216
Congress Asset Management
Congress Asset Management
Massachusetts
$120M -$5.11M 5 1.55% Reduced
217
ESCM
Echo Street Capital Management
New York
$119M +$37M 3 2.63% Increased
218
AIG
American International Group
New York
$117M +$5.3M 22 0.39% Increased
219
National Pension Service
National Pension Service
South Korea
$117M -$323K 4 0.47% Reduced
220
Alyeska Investment Group
Alyeska Investment Group
Illinois
$116M +$49.1M 3 1.27% Increased
221
Glenmede Trust
Glenmede Trust
Pennsylvania
$116M +$8.99M 9 0.46% Increased
222
HA
Harbor Advisors
Florida
$115M +$120K 4 35.69% Increased
223
SC
Schooner Capital
Florida
$114M $0 1 100% Maintained
224
Royce & Associates
Royce & Associates
New York
$114M +$11.5M 10 0.79% Increased
225
River Road Asset Management
River Road Asset Management
Kentucky
$111M +$690K 2 2.3% Increased