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 | |
|---|---|---|---|---|---|---|---|
| 276 |
Sustainable Growth Advisers
Stamford,
Connecticut
| $362M | +$371M | 1 | 3.55% | New |
|
| 277 |
State of Michigan Retirement System
Lansing,
Michigan
| $361M | +$6.68M | 16 | 1.6% | Increased |
|
| 278 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| $360M | -$142M | 21 | 0.45% | Reduced |
|
| 279 |
CAM
Contour Asset Management
New York
| $358M | +$166M | 2 | 8.48% | Increased |
|
| 280 |
Mercer Global Advisors
Denver,
Colorado
| $351M | +$58.2M | 35 | 0.43% | Increased |
|
| 281 |
Mairs & Power Inc
St Paul,
Minnesota
| $349M | -$1.69M | 3 | 3.2% | Reduced |
|
| 282 |
Cannell & Spears
New York
| $349M | -$20.1M | 9 | 6.2% | Reduced |
|
| 283 |
M&G plc
London,
United Kingdom
| $349M | -$74.9M | 8 | 1.73% | Reduced |
|
| 284 |
Natixis
Paris,
France
| $347M | -$7.74M | 16 | 1.4% | Reduced |
|
| 285 |
Sachem Head Capital Management
New York
| $339M | +$64.6M | 2 | 7.04% | Increased |
|
| 286 |
MML Investors Services
Springfield,
Massachusetts
| $339M | +$101M | 33 | 0.69% | Increased |
|
| 287 |
Moore Capital Management
New York
| $338M | +$66.8M | 17 | 5.02% | Increased |
|
| 288 |
Commerce Bank
Kansas City,
Missouri
| $336M | -$21.5M | 17 | 1.48% | Reduced |
|
| 289 |
Commonwealth Equity Services
Waltham,
Massachusetts
| $336M | +$12.9M | 40 | 0.42% | Increased |
|
| 290 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $335M | +$9.49M | 35 | 0.51% | Increased |
|
| 291 |
Marex Group
London,
| $333M | -$165M | 23 | 1.41% | Reduced |
|
| 292 |
Jump Financial
Chicago,
Illinois
| $332M | +$189M | 30 | 2.66% | Increased |
|
| 293 |
Lansforsakringar Fondforvaltning
Stockholm,
Sweden
| $332M | +$44.6M | 13 | 1.48% | Increased |
|
| 294 |
MetLife Investment Management
Whippany,
New Jersey
| $331M | -$47.8M | 39 | 1.5% | Reduced |
|
| 295 |
Mirova US
Boston,
Massachusetts
| $331M | -$10.9M | 1 | 3.56% | Reduced |
|
| 296 |
AustralianSuper
Melbourne,
Australia
| $327M | +$10.6M | 5 | 1.42% | Increased |
|
| 297 |
DnB Asset Management
Oslo,
Norway
| $322M | -$20.9M | 28 | 0.9% | Reduced |
|
| 298 |
Empowered Funds
Havertown,
Pennsylvania
| $322M | -$5.07M | 17 | 1.7% | Reduced |
|
| 299 |
Third Point
New York
| $320M | +$169M | 3 | 6.83% | Increased |
|
| 300 |
Vinva Investment Management
Sydney,
Australia
| $317M | +$134M | 11 | 2.1% | Increased |
|