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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
Driehaus Capital Management
Driehaus Capital Management
Illinois
$281M -$49.3M 9 2.8% Reduced
202
US Bancorp
US Bancorp
Minnesota
$280M -$2.4M 26 0.39% Reduced
203
Danske Bank
Danske Bank
Denmark
$277M +$262M 13 0.87% New
204
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$275M +$4.42M 26 1.99% Increased
205
Marshall Wace
Marshall Wace
United Kingdom
$275M +$75.7M 15 0.42% Increased
206
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$274M +$25.7M 7 3.48% Increased
207
Lyrical Asset Management
Lyrical Asset Management
New York
$272M -$79.5M 1 4.04% Reduced
208
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$271M -$53.5M 12 0.72% Reduced
209
Frontier Capital Management
Frontier Capital Management
Massachusetts
$270M -$104M 7 2.52% Reduced
210
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$269M +$9.09M 20 2.01% Increased
211
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$265M +$26.4M 7 0.64% Increased
212
SG Americas Securities
SG Americas Securities
New York
$260M +$136M 23 1.25% Increased
213
Jane Street
Jane Street
New York
$259M -$72.6M 32 0.05% Reduced
214
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$256M -$130M 1 1.32% Reduced
215
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$251M -$3.45M 2 2.24% Reduced
216
Chevy Chase Trust
Chevy Chase Trust
Maryland
$249M -$2.3M 8 0.82% Reduced
217
Guggenheim Capital
Guggenheim Capital
Illinois
$244M +$5.13M 18 1.72% Increased
218
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$242M -$1.21M 3 2.77% Reduced
219
Silvercrest Asset Management
Silvercrest Asset Management
New York
$238M -$11.2M 10 1.61% Reduced
220
LSV Asset Management
LSV Asset Management
Illinois
$237M -$81M 6 0.49% Reduced
221
Epoch Investment Partners
Epoch Investment Partners
New York
$236M -$42.3M 3 1.05% Reduced
222
Mariner
Mariner
Kansas
$234M +$279K 23 0.48% Increased
223
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$234M -$3.51M 25 1.52% Reduced
224
Commerce Bank
Commerce Bank
Missouri
$232M -$8.39M 12 1.54% Reduced
225
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$229M +$910K 10 1% Increased