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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
USS Investment Management
USS Investment Management
United Kingdom
$89.1M +$28.3M 1 1.45% Increased
227
Silvercrest Asset Management
Silvercrest Asset Management
New York
$88.4M +$21.4M 4 1.25% Increased
228
Point72 Asset Management
Point72 Asset Management
Connecticut
$87.1M +$62.5M 3 0.59% Increased
229
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$86.6M +$3.52M 11 0.5% Increased
230
Westfield Capital Management
Westfield Capital Management
Massachusetts
$85.8M +$17.4M 3 0.49% Increased
231
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$85.7M -$2.33M 2 1.13% Reduced
232
PIMC
Praesidium Investment Management Company
New York
$85.7M +$27.9M 2 6.84% Increased
233
ACM
Atlanta Capital Management
Georgia
$84.8M -$2.56M 2 0.58% Reduced
234
Fenimore Asset Management
Fenimore Asset Management
New York
$83.6M -$4.17M 2 4.3% Reduced
235
Confluence Investment Management
Confluence Investment Management
Missouri
$81.8M +$1.22M 2 3.09% Increased
236
Credit Agricole
Credit Agricole
France
$81.3M -$20.3M 12 0.36% Reduced
237
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$80.3M -$1.36M 1 4.85% Reduced
238
GA
Geneva Advisors
Illinois
$80.3M +$33.4M 4 1.45% Increased
239
PIC
PCJ Investment Counsel
Ontario, Canada
$80.2M +$45M 1 3.96% Increased
240
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$77.5M -$78.1K 1 0.37% Reduced
241
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$77M -$8.52M 2 0.43% Reduced
242
Axa
Axa
France
$76.5M +$232K 8 0.32% Increased
243
ICM
IronBridge Capital Management
Illinois
$76.4M +$28.2M 1 2.17% Increased
244
Aviva
Aviva
United Kingdom
$75.7M +$12.7M 8 0.52% Increased
245
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$74.2M -$3.79M 12 0.41% Reduced
246
GC
Greenlight Capital
New York
$74.1M -$30.9M 1 0.95% Reduced
247
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$73.8M -$746K 5 0.4% Reduced
248
Brown Advisory
Brown Advisory
Maryland
$73.5M +$17M 8 0.23% Increased
249
OCAM
Onex Canada Asset Management
Ontario, Canada
$73.4M +$13M 1 4.66% Increased
250
HI
Honeywell International
North Carolina
$73.1M +$2.11M 4 1.72% Increased