← All themes

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
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$258M +$2.31M 12 1.03% Increased
227
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$255M +$12.7M 7 2.2% Increased
228
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$255M -$42.7M 1 2.32% Reduced
229
TimesSquare Capital Management
TimesSquare Capital Management
New York
$255M +$8.43M 3 3.81% Increased
230
Third Point
Third Point
New York
$251M +$224M 1 3.38% New
231
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$246M +$36.3M 10 1.32% Increased
232
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$245M -$15.1M 27 1.45% Reduced
233
LSV Asset Management
LSV Asset Management
Illinois
$245M +$2.32M 3 0.52% Increased
234
William Blair Investment Management
William Blair Investment Management
Illinois
$244M +$228M 4 0.6% Increased
235
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$242M +$31.3M 19 0.96% Increased
236
Resona Asset Management
Resona Asset Management
Japan
$241M -$12.5M 9 1.4% Reduced
237
Commerce Bank
Commerce Bank
Missouri
$240M +$24.7M 15 1.47% Increased
238
Squarepoint
Squarepoint
New York
$239M -$13.2M 24 0.37% Reduced
239
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$236M $0 2 5.09% Maintained
240
Credit Agricole
Credit Agricole
France
$235M +$68.4M 19 1.01% Increased
241
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$233M -$783K 2 10.36% Reduced
242
Scharf Investments
Scharf Investments
California
$233M -$21.2M 2 6.42% Reduced
243
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$229M +$3.57M 1 3.11% Increased
244
Silvercrest Asset Management
Silvercrest Asset Management
New York
$229M -$19.2M 11 1.56% Reduced
245
HA
Harbor Advisors
Florida
$228M $0 2 38.2% Maintained
246
Creative Planning
Creative Planning
Kansas
$224M +$14.2M 33 0.22% Increased
247
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$224M +$8.24M 16 1.07% Increased
248
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$223M +$7.68M 24 0.48% Increased
249
Guggenheim Capital
Guggenheim Capital
Illinois
$223M -$27.2M 20 1.56% Reduced
250
Two Sigma Investments
Two Sigma Investments
New York
$219M -$100M 19 0.48% Reduced