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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
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$85.5M +$417K 2 2.85% Increased
252
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$85.4M -$37.9M 26 0.14% Reduced
253
Discovery Capital Management
Discovery Capital Management
Connecticut
$85.1M +$39.3M 1 4.6% Increased
254
Private Management Group
Private Management Group
California
$85.1M +$1.82M 2 4.16% Increased
255
OCAM
Onex Canada Asset Management
Ontario, Canada
$83.7M -$8.28M 1 4.23% Reduced
256
Davis Selected Advisers
Davis Selected Advisers
Arizona
$82.7M -$24M 6 0.35% Reduced
257
Robeco Schweiz
Robeco Schweiz
Switzerland
$82.3M +$5.09M 2 3.51% Increased
258
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$82.1M -$13.7M 6 0.6% Reduced
259
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$81.9M +$29.9M 8 1% Increased
260
TCM
Tensile Capital Management
California
$81.7M +$2.95M 2 12.31% Increased
261
ESCM
Echo Street Capital Management
New York
$81.2M +$12.8M 2 1.98% Increased
262
Natixis Advisors
Natixis Advisors
Massachusetts
$80.9M +$7.18M 13 0.77% Increased
263
FI
Fosun International
China
$80.4M +$25.4M 1 4.11% Increased
264
Marshall Wace North America
Marshall Wace North America
New York
$79.1M -$22.7M 12 0.45% Reduced
265
Point72 Asset Management
Point72 Asset Management
Connecticut
$78M -$53.6M 4 0.31% Reduced
266
Arizona State Retirement System
Arizona State Retirement System
Arizona
$77.8M -$5.86M 14 0.78% Reduced
267
Capital Guardian Trust
Capital Guardian Trust
California
$76.9M -$38.6M 4 1.09% Reduced
268
RGREA
Ranger Global Real Estate Advisors
Colorado
$76.7M +$4.36M 4 19.84% Increased
269
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$76M +$24.2M 2 0.82% Increased
270
Intact Investment Management
Intact Investment Management
Quebec, Canada
$75.7M +$594K 6 2.72% Increased
271
M&T Bank
M&T Bank
New York
$75.4M -$10.1M 12 0.41% Reduced
272
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$75M -$11.9M 15 1.34% Reduced
273
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$74.5M +$48.4M 3 0.53% Increased
274
Scotia Capital
Scotia Capital
Ontario, Canada
$74.4M -$2.83M 4 1.04% Reduced
275
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$73.6M -$20.1M 8 0.65% Reduced