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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
Moore Capital Management
Moore Capital Management
New York
$184M -$77.8M 9 3.41% Reduced
277
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$184M +$9.91M 21 0.67% Increased
278
CET
Clean Energy Transition
United Kingdom
$183M -$11.2M 2 9.39% Reduced
279
Eventide Asset Management
Eventide Asset Management
Massachusetts
$182M +$4.29M 4 3.14% Increased
280
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$181M +$4.61M 10 0.24% Increased
281
Voloridge Investment Management
Voloridge Investment Management
Florida
$180M -$60.6M 12 0.66% Reduced
282
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$180M +$17.6M 2 6% Increased
283
Arizona State Retirement System
Arizona State Retirement System
Arizona
$179M +$1.54M 24 1.13% Increased
284
TCW Group
TCW Group
California
$176M +$10.2M 6 1.54% Increased
285
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$175M -$2.26M 13 1.1% Reduced
286
Nissay Asset Management
Nissay Asset Management
Japan
$174M +$33.5M 9 1.1% Increased
287
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$174M +$8.17M 2 2.37% Increased
288
Meitav Investment House
Meitav Investment House
Israel
$171M +$76.4M 4 2.86% Increased
289
UniSuper Management
UniSuper Management
Australia
$170M -$12.8M 9 1.28% Reduced
290
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$168M -$2.24M 1 1.58% Reduced
291
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$167M +$1.47M 5 1.63% Increased
292
Zacks Investment Management
Zacks Investment Management
Illinois
$164M +$11.4M 8 1.42% Increased
293
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$163M $0 1 1.03% Maintained
294
Royce & Associates
Royce & Associates
New York
$163M -$16.8M 12 1.48% Reduced
295
Check Capital Management
Check Capital Management
California
$161M -$762K 1 4.97% Reduced
296
Sanctuary Advisors
Sanctuary Advisors
Indiana
$160M +$55.9M 18 1.01% Increased
297
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$159M +$22.3M 12 2.16% Increased
298
CIBC World Markets
CIBC World Markets
New York
$154M +$28.7M 9 1.11% Increased
299
ING Group
ING Group
Netherlands
$153M -$66.7M 8 0.89% Reduced
300
Första AP-fonden
Första AP-fonden
Sweden
$153M +$13.5M 10 1.17% Increased