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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
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$128M +$1.6M 12 1.03% Increased
202
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$127M $0 2 4.66% Maintained
203
Eagle Asset Management
Eagle Asset Management
Florida
$127M -$1.47M 6 0.65% Reduced
204
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$126M +$8.62M 11 0.45% Increased
205
PS
Presima Securities
Quebec, Canada
$126M -$29.5M 2 20.1% Reduced
206
Pzena Investment Management
Pzena Investment Management
New York
$126M -$67.7M 2 0.66% Reduced
207
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$126M -$1.57M 4 1.46% Reduced
208
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$125M +$1.48M 2 2.21% Increased
209
Congress Asset Management
Congress Asset Management
Massachusetts
$123M -$3.42M 5 1.56% Reduced
210
Fenimore Asset Management
Fenimore Asset Management
New York
$123M +$405K 2 4.09% Increased
211
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$122M +$4.13M 22 1.8% Increased
212
Wedge Capital Management
Wedge Capital Management
North Carolina
$121M -$43.1M 5 1.39% Reduced
213
AIG
American International Group
New York
$121M -$3.75M 21 0.47% Reduced
214
SCH
Sylebra Capital (HK)
Hong Kong
$121M -$1.43M 2 5.59% Reduced
215
Silvercrest Asset Management
Silvercrest Asset Management
New York
$120M -$3.09M 4 1.12% Reduced
216
River Road Asset Management
River Road Asset Management
Kentucky
$118M +$19.1M 2 2.29% Increased
217
Los Angeles Capital Management
Los Angeles Capital Management
California
$117M -$21.3M 12 0.63% Reduced
218
Scotia Capital
Scotia Capital
Ontario, Canada
$117M +$5.14M 5 1.43% Increased
219
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$116M +$87.7K 11 0.26% Increased
220
CIBC World Markets
CIBC World Markets
New York
$116M +$73.1M 6 0.89% Increased
221
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$115M -$749K 11 0.7% Reduced
222
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$114M -$3.28M 21 0.97% Reduced
223
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$114M -$5.14M 2 1.1% Reduced
224
Two Sigma Advisers
Two Sigma Advisers
New York
$112M -$16.8M 15 0.28% Reduced
225
Davis Selected Advisers
Davis Selected Advisers
Arizona
$110M -$2.47M 4 0.54% Reduced