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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
Baird Financial Group
Baird Financial Group
Wisconsin
$281M -$94.3M 17 0.54% Reduced
202
Truist Financial
Truist Financial
North Carolina
$280M -$13M 22 0.45% Reduced
203
Wasatch Advisors
Wasatch Advisors
Utah
$280M +$50.8M 4 1.56% Increased
204
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$276M -$33.6M 2 1.59% Reduced
205
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$265M -$29.1M 13 0.52% Reduced
206
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$264M +$5.15M 7 1.81% Increased
207
Rafferty Asset Management
Rafferty Asset Management
New York
$264M -$28.7M 10 1.12% Reduced
208
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$264M -$8.95M 21 0.75% Reduced
209
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$261M +$49.6M 19 1.08% Increased
210
Mariner
Mariner
Kansas
$257M +$10.5M 28 0.43% Increased
211
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$255M +$16M 5 3.26% Increased
212
Westwood Holdings Group
Westwood Holdings Group
Texas
$253M +$90.5M 9 1.91% Increased
213
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$253M -$85.8M 12 1.09% Reduced
214
Natixis
Natixis
France
$252M +$38.5M 12 1.37% Increased
215
ProShare Advisors
ProShare Advisors
Maryland
$251M -$23.7M 23 0.57% Reduced
216
HighTower Advisors
HighTower Advisors
Illinois
$251M +$16.5M 28 0.34% Increased
217
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$249M +$13.6M 2 2.58% Increased
218
Tredje AP-fonden
Tredje AP-fonden
Sweden
$245M +$101M 9 2.28% Increased
219
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$244M +$2.98M 25 1.02% Increased
220
NSCM
New South Capital Management
Tennessee
$239M -$1.15M 3 11.5% Reduced
221
Frontier Capital Management
Frontier Capital Management
Massachusetts
$238M -$16.3M 7 2.6% Reduced
222
Bridgewater Associates
Bridgewater Associates
Connecticut
$238M +$145M 10 1.1% Increased
223
Aristotle Capital Management
Aristotle Capital Management
California
$236M -$16.3M 2 0.47% Reduced
224
LSV Asset Management
LSV Asset Management
Illinois
$231M -$8.22M 2 0.56% Reduced
225
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$231M -$18.9M 22 1.89% Reduced