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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
Amalgamated Bank
Amalgamated Bank
New York
$117M +$2.06M 26 0.99% Increased
277
MetLife Investment Management
MetLife Investment Management
New Jersey
$115M -$2.16M 23 0.9% Reduced
278
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$113M +$39.5M 14 1.14% Increased
279
Ariel Investments
Ariel Investments
Illinois
$113M -$27.4M 1 1.2% Reduced
280
Gabelli Funds
Gabelli Funds
New York
$112M +$13.2M 11 0.91% Increased
281
Fred Alger Management
Fred Alger Management
New York
$111M -$27M 7 0.64% Reduced
282
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$110M +$43.7M 20 0.42% Increased
283
Moore Capital Management
Moore Capital Management
New York
$110M -$8.51M 8 2.05% Reduced
284
Manning & Napier Group
Manning & Napier Group
New York
$110M -$3.35M 3 1.36% Reduced
285
Harding Loevner
Harding Loevner
New Jersey
$109M -$2.87M 1 0.72% Reduced
286
UIC
Uniplan Investment Counsel
Wisconsin
$109M +$2.96M 4 8.38% Increased
287
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$109M -$11M 17 0.34% Reduced
288
ECP
Electron Capital Partners
New York
$106M +$8.66M 2 4.75% Increased
289
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$106M -$5.08M 4 4.19% Reduced
290
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$105M $0 2 3.24% Maintained
291
Artemis Investment Management
Artemis Investment Management
United Kingdom
$105M +$30.8M 3 1.47% Increased
292
Calamos Advisors
Calamos Advisors
Illinois
$105M +$10.4M 12 0.54% Increased
293
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$105M +$2.2M 3 1.27% Increased
294
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$104M +$32.9M 22 0.77% Increased
295
Natixis
Natixis
France
$104M +$47.9M 10 0.8% Increased
296
Candriam SCA
Candriam SCA
Luxembourg
$104M +$4.88M 7 0.74% Increased
297
Squarepoint
Squarepoint
New York
$104M -$33.5M 22 0.26% Reduced
298
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$104M +$2.94M 16 0.58% Increased
299
Eventide Asset Management
Eventide Asset Management
Massachusetts
$104M -$13.3M 4 1.87% Reduced
300
William Blair & Company
William Blair & Company
Illinois
$103M -$4.37M 12 0.4% Reduced