← 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
251
Creative Planning
Creative Planning
Kansas
$192M +$5.94M 30 0.2% Increased
252
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$190M -$36.9M 10 1.19% Reduced
253
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$188M -$18.5M 18 0.82% Reduced
254
Kodai Capital Management
Kodai Capital Management
Illinois
$187M +$45M 3 3.56% Increased
255
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$185M +$39.6M 4 1.09% Increased
256
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$185M -$16.6M 1 1.79% Reduced
257
Point72 Asset Management
Point72 Asset Management
Connecticut
$182M -$143M 13 0.48% Reduced
258
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$182M -$39.8M 1 2.73% Reduced
259
Cooperman Leon G
Cooperman Leon G
$182M $0 1 7.67% Maintained
260
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$178M -$2.73M 2 8.12% Reduced
261
Homestead Advisers
Homestead Advisers
Virginia
$177M -$13.3M 5 4.37% Reduced
262
Castle Hook Partners
Castle Hook Partners
New York
$175M -$64.6M 5 4.12% Reduced
263
Railway Pension Investments
Railway Pension Investments
United Kingdom
$175M -$97.3K 5 2.09% Reduced
264
Cannell & Spears
Cannell & Spears
New York
$174M -$25.6M 6 3.62% Reduced
265
MetLife Investment Management
MetLife Investment Management
New Jersey
$170M +$20.3M 25 1.01% Increased
266
Geneva Capital Management
Geneva Capital Management
Wisconsin
$169M +$3.28M 2 3.08% Increased
267
William Blair & Company
William Blair & Company
Illinois
$168M +$43.5M 16 0.52% Increased
268
UniSuper Management
UniSuper Management
Australia
$165M -$5.27M 11 1.37% Reduced
269
Eventide Asset Management
Eventide Asset Management
Massachusetts
$163M -$9.71M 3 2.79% Reduced
270
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$163M -$137K 2 2.46% Reduced
271
Two Sigma Advisers
Two Sigma Advisers
New York
$162M -$225M 20 0.36% Reduced
272
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$162M -$3.43M 4 1.7% Reduced
273
NHAS
Novo Holdings A/S
Denmark
$161M $0 1 8.69% Maintained
274
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$161M +$7.36M 20 0.61% Increased
275
Rathbones Group
Rathbones Group
United Kingdom
$161M +$8.08M 6 0.87% Increased