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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
276
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$109M -$17.1M 14 1.04% Reduced
277
Arizona State Retirement System
Arizona State Retirement System
Arizona
$108M +$1.05M 21 0.97% Increased
278
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$108M +$2.1M 19 0.66% Increased
279
TimesSquare Capital Management
TimesSquare Capital Management
New York
$107M -$27.2M 3 1.56% Reduced
280
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$106M -$19.6M 12 0.77% Reduced
281
Glenmede Trust
Glenmede Trust
Pennsylvania
$106M -$197K 13 0.6% Reduced
282
Nordea Investment Management
Nordea Investment Management
Sweden
$105M +$1.63M 10 0.15% Increased
283
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$105M -$5.88M 16 0.6% Reduced
284
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$104M +$71.5M 1 2.3% Increased
285
WCP
Waterfront Capital Partners
New York
$104M +$19.8M 2 7.87% Increased
286
Candriam SCA
Candriam SCA
Luxembourg
$104M +$6.57M 8 0.72% Increased
287
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$104M -$2.01M 2 2.79% Reduced
288
Acadian Asset Management
Acadian Asset Management
Massachusetts
$104M +$17.9M 17 0.45% Increased
289
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$104M +$1.51M 8 0.18% Increased
290
Creative Planning
Creative Planning
Kansas
$102M +$16.5M 24 0.15% Increased
291
SI
Standard Investments
New York
$102M -$13.4M 1 4.94% Reduced
292
Public Investment Fund
Public Investment Fund
Saudi Arabia
$102M $0 1 0.29% Maintained
293
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$100M +$38.3M 15 0.83% Increased
294
Walleye Capital
Walleye Capital
New York
$99.8M +$20.8M 12 1.49% Increased
295
Capital Group Private Client Services
Capital Group Private Client Services
California
$99.7M +$555K 1 1.24% Increased
296
SFM
Systematic Financial Management
New Jersey
$99.2M -$2.15M 5 3.25% Reduced
297
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$98.3M +$904K 9 0.65% Increased
298
TPSF
Texas Permanent School Fund
Texas
$97.8M +$28.5M 13 0.97% Increased
299
PWAM
Park West Asset Management
California
$97.6M +$55.8M 1 8.71% Increased
300
CIBC World Markets
CIBC World Markets
New York
$97.2M -$20.9M 7 1.59% Reduced