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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
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$198M +$6.56M 25 0.97% Increased
252
Marshall Wace
Marshall Wace
United Kingdom
$194M -$60.8M 26 0.25% Reduced
253
Tidal Investments
Tidal Investments
Wisconsin
$194M +$28.9M 24 1.57% Increased
254
Temasek Holdings
Temasek Holdings
Singapore
$193M +$159M 4 0.78% Increased
255
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$193M -$232M 4 0.13% Reduced
256
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$192M +$105M 21 1.16% Increased
257
Cannell & Spears
Cannell & Spears
New York
$190M +$17.7M 6 4.09% Increased
258
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$189M -$33.7M 25 0.36% Reduced
259
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$189M +$10.8M 26 0.27% Increased
260
Rathbones Group
Rathbones Group
United Kingdom
$187M +$10.6M 6 0.91% Increased
261
Commerce Bank
Commerce Bank
Missouri
$186M +$3.38M 15 1.19% Increased
262
Scharf Investments
Scharf Investments
California
$186M -$33.5M 2 5.61% Reduced
263
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$185M +$43.8M 10 1.14% Increased
264
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$184M +$2.16M 15 2.09% Increased
265
Woodline Partners
Woodline Partners
California
$182M +$50M 9 1.18% Increased
266
Two Sigma Advisers
Two Sigma Advisers
New York
$181M +$104M 21 0.41% Increased
267
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$180M +$20.7M 31 0.35% Increased
268
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$180M +$200M 18 1.34% New
269
CF
Corebridge Financial
Texas
$179M -$6.43M 27 1.03% Reduced
270
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$179M +$43.8M 21 0.45% Increased
271
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$175M +$1.63M 1 2.42% Increased
272
MetLife Investment Management
MetLife Investment Management
New Jersey
$175M +$11M 26 0.94% Increased
273
Public Investment Fund
Public Investment Fund
Saudi Arabia
$173M $0 1 0.68% Maintained
274
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$172M +$18.5M 9 0.56% Increased
275
PointState Capital
PointState Capital
New York
$172M +$207M 1 2.49% New