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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
Artemis Investment Management
Artemis Investment Management
United Kingdom
$231M -$65.4M 4 2.96% Reduced
252
Bridgewater Associates
Bridgewater Associates
Connecticut
$229M -$92.9M 9 0.93% Reduced
253
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$229M +$10.2M 17 1.21% Increased
254
Marshall Wace
Marshall Wace
United Kingdom
$228M +$3.76M 19 0.26% Increased
255
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$225M +$10.5M 6 5% Increased
256
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$218M -$17.3M 1 2.18% Reduced
257
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$217M -$38.6M 15 0.32% Reduced
258
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$217M $0 2 4.59% Maintained
259
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$216M +$10.4M 24 0.75% Increased
260
Sachem Head Capital Management
Sachem Head Capital Management
New York
$210M +$67.5M 1 6.57% Increased
261
Two Sigma Investments
Two Sigma Investments
New York
$210M -$240M 21 0.37% Reduced
262
Carmignac Gestion
Carmignac Gestion
France
$209M -$70M 4 3.22% Reduced
263
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$208M +$1.02M 26 0.46% Increased
264
HA
Harbor Advisors
Florida
$206M +$255K 3 33.74% Increased
265
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$205M -$96.4M 5 1.58% Reduced
266
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$204M -$17.2M 9 0.61% Reduced
267
Jennison Associates
Jennison Associates
New York
$204M -$321M 9 0.12% Reduced
268
Commerce Bank
Commerce Bank
Missouri
$204M -$21M 16 1.2% Reduced
269
LBP AM
LBP AM
France
$204M +$27.3M 7 2.86% Increased
270
Gotham Asset Management
Gotham Asset Management
New York
$203M +$27.2M 17 1.21% Increased
271
Cerity Partners
Cerity Partners
New York
$203M +$20.6M 26 0.36% Increased
272
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$201M -$38.1M 28 0.91% Reduced
273
Alkeon Capital Management
Alkeon Capital Management
New York
$201M -$97.9M 2 0.33% Reduced
274
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$200M -$7.73M 11 0.25% Reduced
275
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$200M +$2.02M 16 2.14% Increased