← 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
SAM
Securian Asset Management
Minnesota
$129M -$28M 10 3.08% Reduced
202
Los Angeles Capital Management
Los Angeles Capital Management
California
$129M +$15.6M 15 0.72% Increased
203
Nordea Investment Management
Nordea Investment Management
Sweden
$128M -$12.6M 12 0.27% Reduced
204
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$125M +$53.2M 27 0.27% Increased
205
Congress Asset Management
Congress Asset Management
Massachusetts
$124M -$1.76M 5 1.62% Reduced
206
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$123M -$23.9M 14 1.12% Reduced
207
Capital Research Global Investors
Capital Research Global Investors
California
$121M +$31.6M 2 0.04% Increased
208
Fenimore Asset Management
Fenimore Asset Management
New York
$121M +$1.94M 2 4.38% Increased
209
HA
Harbor Advisors
Florida
$120M +$44K 4 38.79% Increased
210
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$120M +$3.64M 2 2.2% Increased
211
Brown Advisory
Brown Advisory
Maryland
$119M -$37.7M 10 0.34% Reduced
212
AIG
American International Group
New York
$118M +$2.11M 21 0.45% Increased
213
Eagle Asset Management
Eagle Asset Management
Florida
$117M +$17.8M 5 0.63% Increased
214
Guggenheim Capital
Guggenheim Capital
Illinois
$117M -$6.21M 15 0.96% Reduced
215
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$117M $0 2 4.73% Maintained
216
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$117M -$51.6M 6 10.32% Reduced
217
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$116M -$54.3M 10 0.21% Reduced
218
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115M -$3.25M 18 1.76% Reduced
219
AL
AJO LP
Pennsylvania
$115M +$8.47M 4 0.59% Increased
220
RGREA
Ranger Global Real Estate Advisors
Colorado
$113M +$33.6M 4 23.62% Increased
221
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$113M -$4.76M 19 1.01% Reduced
222
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$113M +$91M 14 0.27% Increased
223
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$111M +$22.8M 10 0.41% Increased
224
Silvercrest Asset Management
Silvercrest Asset Management
New York
$110M +$1.29M 4 1.08% Increased
225
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$109M +$1.49M 11 0.7% Increased