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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
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$196M -$45.3M 22 1.31% Reduced
252
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$194M -$5.64M 9 1.96% Reduced
253
Castle Hook Partners
Castle Hook Partners
New York
$193M +$119M 2 5.41% Increased
254
DFO
Duquesne Family Office
New York
$192M -$20.5M 3 4.39% Reduced
255
TA
Trivest Advisors
Hong Kong
$190M +$141M 1 6.66% Increased
256
Homestead Advisers
Homestead Advisers
Virginia
$187M -$3.14M 4 4.38% Reduced
257
Railway Pension Investments
Railway Pension Investments
United Kingdom
$186M $0 3 1.81% Maintained
258
Creative Planning
Creative Planning
Kansas
$183M +$8.76M 30 0.2% Increased
259
M&T Bank
M&T Bank
New York
$179M -$16.2M 16 0.62% Reduced
260
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$179M -$60.6M 8 3.35% Reduced
261
GAMCO Investors
GAMCO Investors
Connecticut
$177M -$40.1M 4 1.79% Reduced
262
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$177M +$11.3M 10 0.25% Increased
263
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$177M +$19.3M 16 0.65% Increased
264
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$176M -$1.22M 2 2.63% Reduced
265
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$173M +$1.59M 5 2.41% Increased
266
SIG
Senator Investment Group
New York
$173M +$15M 3 7.87% Increased
267
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$172M -$41.5M 19 1.1% Reduced
268
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$172M -$27.1M 2 8.24% Reduced
269
Cooperman Leon G
Cooperman Leon G
$172M -$15.7M 1 7.15% Reduced
270
UniSuper Management
UniSuper Management
Australia
$171M -$41.3M 11 1.64% Reduced
271
Voloridge Investment Management
Voloridge Investment Management
Florida
$171M +$60.7M 5 0.62% Increased
272
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$167M -$1.22M 1 1.25% Reduced
273
Rathbones Group
Rathbones Group
United Kingdom
$165M +$9.65M 5 0.95% Increased
274
Royce & Associates
Royce & Associates
New York
$164M -$32.7M 12 1.47% Reduced
275
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$164M +$944K 4 1.72% Increased