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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
251
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$418M +$52.7M 3 3.7% Increased
252
Select Equity Group
Select Equity Group
New York
$416M -$124M 4 2.05% Reduced
253
Viking Global Investors
Viking Global Investors
Connecticut
$415M +$423M 1 1.18% Increased
254
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$410M -$48.6M 25 1.1% Reduced
255
ACM
AEW Capital Management
Massachusetts
$406M +$75.9M 5 24.25% Increased
256
ProShare Advisors
ProShare Advisors
Maryland
$406M -$30.6M 25 0.59% Reduced
257
Vident Advisory
Vident Advisory
Georgia
$405M +$30.3M 36 2.92% Increased
258
Resona Asset Management
Resona Asset Management
Japan
$405M -$21.7M 13 1.9% Reduced
259
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$404M -$1.71M 2 10.99% Reduced
260
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$397M -$13.4M 39 0.64% Reduced
261
Winslow Capital Management
Winslow Capital Management
Minnesota
$389M +$94.4M 1 1.34% Increased
262
Bahl & Gaynor
Bahl & Gaynor
Ohio
$386M -$3.37M 7 1.78% Reduced
263
Los Angeles Capital Management
Los Angeles Capital Management
California
$386M +$228M 30 1.42% Increased
264
USS Investment Management
USS Investment Management
United Kingdom
$385M +$228M 16 1.38% Increased
265
Regents of the University of California
Regents of the University of California
California
$382M $0 1 8.76% Maintained
266
Check Capital Management
Check Capital Management
California
$376M +$198M 1 4.99% Increased
267
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$372M +$170M 9 2.08% Increased
268
SEB Asset Management
SEB Asset Management
$370M +$70.3M 12 1.39% Increased
269
Merewether Investment Management
Merewether Investment Management
Texas
$368M +$124M 6 6.93% Increased
270
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$367M +$140M 34 1.32% Increased
271
Silvercrest Asset Management
Silvercrest Asset Management
New York
$367M -$80.9M 17 2.41% Reduced
272
TCIM
TOMS Capital Investment Management
New York
$367M +$352M 3 7.85% New
273
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$364M +$9.34M 23 2.18% Increased
274
HRES
Heitman Real Estate Securities
Illinois
$364M +$4.58M 4 23.34% Increased
275
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$362M +$227M 7 7.11% Increased