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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
Geneva Capital Management
Geneva Capital Management
Wisconsin
$163M -$2.52M 2 2.87% Reduced
277
Quadrature Capital
Quadrature Capital
United Kingdom
$163M +$139M 6 2.78% Increased
278
NHAS
Novo Holdings A/S
Denmark
$162M $0 1 11.21% Maintained
279
Arizona State Retirement System
Arizona State Retirement System
Arizona
$158M +$1.67M 23 1.09% Increased
280
Holocene Advisors
Holocene Advisors
New York
$157M -$83.6M 4 0.58% Reduced
281
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$157M -$827K 13 1.07% Reduced
282
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$155M -$4.94M 4 0.45% Reduced
283
Squarepoint
Squarepoint
New York
$155M -$21M 25 0.27% Reduced
284
Eventide Asset Management
Eventide Asset Management
Massachusetts
$155M +$20.5M 4 2.43% Increased
285
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$155M +$109M 27 0.36% Increased
286
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$154M +$8.59M 19 0.6% Increased
287
MetLife Investment Management
MetLife Investment Management
New Jersey
$151M -$4.77M 24 1.02% Reduced
288
Public Investment Fund
Public Investment Fund
Saudi Arabia
$150M $0 1 0.73% Maintained
289
HS
Hazelview Securities
Ontario, Canada
$146M +$13.1M 3 27.53% Increased
290
Osaic Holdings
Osaic Holdings
Arizona
$143M -$88.7M 40 0.32% Reduced
291
Great Lakes Advisors
Great Lakes Advisors
Illinois
$141M +$11.1M 7 1.19% Increased
292
Kodai Capital Management
Kodai Capital Management
Illinois
$140M +$14.8M 3 3.27% Increased
293
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$140M +$10.9M 27 0.23% Increased
294
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$140M +$12.2M 17 0.33% Increased
295
UIC
Uniplan Investment Counsel
Wisconsin
$139M -$3.65M 6 10.95% Reduced
296
TPSF
Texas Permanent School Fund
Texas
$139M +$523K 13 1.09% Increased
297
Manning & Napier Group
Manning & Napier Group
New York
$139M +$14.1M 5 1.58% Increased
298
IW
Instrumental Wealth
Florida
$136M +$172M 1 59.41% Increased
299
Wasatch Advisors
Wasatch Advisors
Utah
$136M -$152M 3 0.71% Reduced
300
Heard Capital LLC
Heard Capital LLC
Illinois
$135M +$32.4M 2 8.45% Increased