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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
226
William Blair & Company
William Blair & Company
Illinois
$505M +$23.9M 22 1.31% Increased
227
BC
BIT Capital
Germany
$504M -$129M 8 14.92% Reduced
228
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$504M -$30.7M 25 1.43% Reduced
229
Wasatch Advisors
Wasatch Advisors
Utah
$497M -$261M 3 3.25% Reduced
230
Brown Advisory
Brown Advisory
Maryland
$496M -$346M 20 0.77% Reduced
231
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$493M -$205M 11 1.25% Reduced
232
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$493M -$19.2M 30 1.68% Reduced
233
STRS Ohio
STRS Ohio
Ohio
$490M -$297M 32 1.84% Reduced
234
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$487M +$22.4M 28 1.57% Increased
235
WCM Investment Management
WCM Investment Management
California
$486M +$34.3M 7 0.88% Increased
236
Corient Private Wealth
Corient Private Wealth
Florida
$483M -$80.3M 33 0.67% Reduced
237
Macquarie Group
Macquarie Group
Australia
$479M +$39.8M 20 2.07% Increased
238
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$476M +$177M 16 1.63% Increased
239
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$470M +$33.4M 10 5.3% Increased
240
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$468M +$84.7M 19 2.27% Increased
241
Cerity Partners
Cerity Partners
New York
$466M -$1.84M 36 0.56% Reduced
242
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$466M +$182M 26 0.9% Increased
243
Davenport & Co
Davenport & Co
Virginia
$464M -$35M 19 2.28% Reduced
244
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$459M -$304M 8 2.99% Reduced
245
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$458M +$22.2M 25 0.47% Increased
246
Munro Partners
Munro Partners
Australia
$441M +$105M 6 9.71% Increased
247
ACM
Adelante Capital Management
California
$430M -$16.6M 4 28.3% Reduced
248
Chevy Chase Trust
Chevy Chase Trust
Maryland
$430M +$15.1M 11 1.11% Increased
249
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$425M -$41.6M 26 1.47% Reduced
250
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$418M +$97.7M 37 0.7% Increased