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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
LPL Financial
LPL Financial
California
$266M +$18.5M 29 0.22% Increased
202
Storebrand Asset Management
Storebrand Asset Management
Norway
$266M +$9.32M 15 1.18% Increased
203
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$262M -$808K 13 1.47% Reduced
204
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$258M -$800K 5 1.5% Reduced
205
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$258M +$140M 2 0.82% Increased
206
National Bank of Canada
National Bank of Canada
Quebec, Canada
$255M +$252M 21 0.87% New
207
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$251M +$20.7M 3 2.99% Increased
208
Lyrical Asset Management
Lyrical Asset Management
New York
$249M -$16.7M 1 3.34% Reduced
209
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$247M +$8.98M 18 1.85% Increased
210
Robeco Schweiz
Robeco Schweiz
Switzerland
$245M -$17.5M 5 3.18% Reduced
211
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$244M +$40.3M 10 0.3% Increased
212
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$244M $0 2 5.11% Maintained
213
Manning & Napier Group
Manning & Napier Group
New York
$244M -$6.05M 6 2.03% Reduced
214
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$243M +$19M 27 1.18% Increased
215
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$242M +$710K 23 2.4% Increased
216
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$240M -$6.31M 11 1.64% Reduced
217
NSCM
New South Capital Management
Tennessee
$236M +$10.3M 2 7.83% Increased
218
M&G Investment Management
M&G Investment Management
United Kingdom
$236M -$46.7M 9 0.61% Reduced
219
Balyasny Asset Management
Balyasny Asset Management
Illinois
$235M +$51.3M 13 0.81% Increased
220
HA
Harbor Advisors
Florida
$232M +$232K 5 43.08% Increased
221
Chevy Chase Trust
Chevy Chase Trust
Maryland
$231M -$4.76M 7 0.75% Reduced
222
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$229M +$1.66M 15 2.21% Increased
223
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$225M -$11.6M 4 6.88% Reduced
224
TCW Group
TCW Group
California
$222M -$5.67M 7 1.82% Reduced
225
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$221M +$22.2M 37 0.03% Increased