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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
Scotia Capital
Scotia Capital
Ontario, Canada
$109M +$2.25M 5 1.4% Increased
227
ESCM
Echo Street Capital Management
New York
$108M -$13.7M 3 2.12% Reduced
228
WBC
Westpac Banking Corp
Australia
$108M -$21.8M 7 1.78% Reduced
229
Prudential plc
Prudential plc
United Kingdom
$107M +$36.8M 4 0.39% Increased
230
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$107M +$12.5M 12 1.62% Increased
231
Balyasny Asset Management
Balyasny Asset Management
Illinois
$107M -$33.9M 12 0.71% Reduced
232
Davis Selected Advisers
Davis Selected Advisers
Arizona
$106M -$2.69M 4 0.52% Reduced
233
River Road Asset Management
River Road Asset Management
Kentucky
$105M +$3.33M 2 2.36% Increased
234
SC
Schooner Capital
Florida
$105M -$12.2M 1 100% Reduced
235
AACA
American Assets Capital Advisers
California
$104M +$3.09M 4 23.8% Increased
236
Glenmede Trust
Glenmede Trust
Pennsylvania
$103M -$6M 19 0.47% Reduced
237
Baird Financial Group
Baird Financial Group
Wisconsin
$103M +$837K 12 0.6% Increased
238
Check Capital Management
Check Capital Management
California
$102M -$5.59M 1 5.38% Reduced
239
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$101M -$13.6M 2 1.2% Reduced
240
EIP
Easterly Investment Partners
Massachusetts
$99.9M +$94.5M 1 2.41% New
241
SCH
Sylebra Capital (HK)
Hong Kong
$99.9M +$12M 2 5.89% Increased
242
Holocene Advisors
Holocene Advisors
New York
$99.5M +$25.4M 6 1.52% Increased
243
Artemis Investment Management
Artemis Investment Management
United Kingdom
$97.9M +$24.8M 3 1.14% Increased
244
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$97.5M +$7.37M 1 6.25% Increased
245
Brandes Investment Partners
Brandes Investment Partners
California
$96.9M +$54.4M 2 2.25% Increased
246
Nomura Asset Management
Nomura Asset Management
Japan
$96.8M -$4.62M 9 0.95% Reduced
247
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$95.1M +$3.41M 12 1.12% Increased
248
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$94.7M -$1.15M 2 0.89% Reduced
249
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$94.4M +$439K 2 1.01% Increased
250
Royce & Associates
Royce & Associates
New York
$94.2M -$11.7M 10 0.8% Reduced