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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
Mariner
Mariner
Kansas
$200M -$7.26M 22 0.47% Reduced
227
Alyeska Investment Group
Alyeska Investment Group
Illinois
$199M +$38.1M 8 1.32% Increased
228
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$199M -$13.1M 20 1.32% Reduced
229
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$198M -$3.29M 2 1.85% Reduced
230
DG
DigitalBridge Group
Florida
$197M -$20.8M 2 18.43% Reduced
231
Putnam Investments
Putnam Investments
Massachusetts
$195M +$9.41M 9 0.26% Increased
232
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$193M +$6.05M 19 0.42% Increased
233
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$193M -$7.62M 13 2.3% Reduced
234
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$189M +$2.9M 9 1.78% Increased
235
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$188M -$26.8M 11 1.4% Reduced
236
Natixis
Natixis
France
$185M +$55.8M 11 1.35% Increased
237
HighTower Advisors
HighTower Advisors
Illinois
$182M -$20.5M 25 0.3% Reduced
238
Los Angeles Capital Management
Los Angeles Capital Management
California
$181M -$902K 18 0.68% Reduced
239
Holocene Advisors
Holocene Advisors
New York
$181M +$119M 6 0.7% Increased
240
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$180M -$9.46M 19 1.23% Reduced
241
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$180M -$68.1M 8 3.47% Reduced
242
Silvercrest Asset Management
Silvercrest Asset Management
New York
$178M +$3.67M 10 1.26% Increased
243
ECP
Electron Capital Partners
New York
$178M +$40.7M 3 7.49% Increased
244
Railway Pension Investments
Railway Pension Investments
United Kingdom
$176M +$309K 3 1.81% Increased
245
TimesSquare Capital Management
TimesSquare Capital Management
New York
$174M +$51M 3 2.55% Increased
246
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$174M -$6.45M 2 2.85% Reduced
247
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$172M $0 1 1.45% Maintained
248
AIG
American International Group
New York
$171M +$8.23M 24 0.71% Increased
249
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$169M -$20.6M 1 1.78% Reduced
250
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$168M +$2.21M 18 0.49% Increased