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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
Epoch Investment Partners
Epoch Investment Partners
New York
$240M -$70.8M 3 1.09% Reduced
202
Rafferty Asset Management
Rafferty Asset Management
New York
$239M +$28.3M 8 1.01% Increased
203
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$237M -$53.1M 1 2.09% Reduced
204
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$236M +$4.38M 2 2.62% Increased
205
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$232M +$1.98M 17 2.16% Increased
206
Driehaus Capital Management
Driehaus Capital Management
Illinois
$231M +$21.5M 11 2.79% Increased
207
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$230M +$3.34M 4 0.59% Increased
208
Chevy Chase Trust
Chevy Chase Trust
Maryland
$230M -$1.1M 8 0.82% Reduced
209
Sarasin & Partners
Sarasin & Partners
United Kingdom
$229M +$26.5M 2 2.51% Increased
210
Aristotle Capital Management
Aristotle Capital Management
California
$228M +$96.8M 2 0.45% Increased
211
Guggenheim Capital
Guggenheim Capital
Illinois
$225M +$9.89M 17 1.7% Increased
212
Westwood Holdings Group
Westwood Holdings Group
Texas
$223M -$65.4M 12 1.88% Reduced
213
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$216M -$9.68M 24 1.53% Reduced
214
HA
Harbor Advisors
Florida
$215M -$129K 2 41.04% Reduced
215
Lyrical Asset Management
Lyrical Asset Management
New York
$209M -$11.7M 1 3.41% Reduced
216
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$208M $0 2 4.59% Maintained
217
Osaic Holdings
Osaic Holdings
Arizona
$205M -$53.1M 38 0.36% Reduced
218
Point72 Asset Management
Point72 Asset Management
Connecticut
$205M +$9.09M 11 0.5% Increased
219
Scharf Investments
Scharf Investments
California
$205M +$547K 1 5.62% Increased
220
Commerce Bank
Commerce Bank
Missouri
$205M -$712K 13 1.46% Reduced
221
UniSuper Management
UniSuper Management
Australia
$203M -$9.41M 8 2.24% Reduced
222
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$202M +$20.1M 5 2.83% Increased
223
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$201M -$7.17M 24 1.88% Reduced
224
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$201M +$34.7M 14 0.49% Increased
225
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$201M +$1.8M 10 0.97% Increased