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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
$335M -$29.2M 22 0.89% Reduced
227
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$332M -$65.6M 21 0.86% Reduced
228
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$326M -$2.39M 23 1.2% Reduced
229
Cooperman Leon G
Cooperman Leon G
$326M $0 1 10.16% Maintained
230
Silvercrest Asset Management
Silvercrest Asset Management
New York
$325M -$18.8M 14 2.15% Reduced
231
CAM
Contour Asset Management
New York
$323M +$80M 1 8.09% Increased
232
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$320M +$15.1M 25 2.08% Increased
233
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$317M -$5.99M 14 0.98% Reduced
234
Epoch Investment Partners
Epoch Investment Partners
New York
$317M +$16.4M 4 1.74% Increased
235
Tredje AP-fonden
Tredje AP-fonden
Sweden
$317M -$47.2M 9 2.54% Reduced
236
Squarepoint
Squarepoint
New York
$317M +$110M 27 0.32% Increased
237
Artemis Investment Management
Artemis Investment Management
United Kingdom
$315M -$23.2M 4 3.92% Reduced
238
TimesSquare Capital Management
TimesSquare Capital Management
New York
$311M -$49.5M 4 4.44% Reduced
239
Nomura Holdings
Nomura Holdings
Japan
$308M -$473M 19 0.48% Reduced
240
ACM
Anomaly Capital Management
New York
$304M -$2.59M 1 8.95% Reduced
241
Resona Asset Management
Resona Asset Management
Japan
$304M -$4.13M 9 1.44% Reduced
242
APG Asset Management
APG Asset Management
Netherlands
$303M +$6.41M 9 0.85% Increased
243
Aristotle Capital Management
Aristotle Capital Management
California
$301M -$6.76M 2 0.58% Reduced
244
Holocene Advisors
Holocene Advisors
New York
$296M +$135M 9 0.67% Increased
245
Panagora Asset Management
Panagora Asset Management
Massachusetts
$294M -$67.1M 12 1.19% Reduced
246
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$292M -$120M 19 0.57% Reduced
247
Cannell & Spears
Cannell & Spears
New York
$289M -$87.3K 9 5.44% Reduced
248
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$285M -$64.6M 14 1.05% Reduced
249
ProShare Advisors
ProShare Advisors
Maryland
$285M -$7.83M 24 0.6% Reduced
250
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$284M +$2.04M 26 1.12% Increased