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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
TCW Group
TCW Group
California
$185M -$6.45M 6 1.55% Reduced
277
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$183M +$4.76M 23 0.66% Increased
278
CET
Clean Energy Transition
United Kingdom
$182M +$3.22M 2 6.8% Increased
279
Railway Pension Investments
Railway Pension Investments
United Kingdom
$181M -$22.2M 5 2.4% Reduced
280
Nissay Asset Management
Nissay Asset Management
Japan
$180M +$13M 9 1.1% Increased
281
Moore Capital Management
Moore Capital Management
New York
$177M -$28.8M 9 2.03% Reduced
282
Arizona State Retirement System
Arizona State Retirement System
Arizona
$175M +$1.95M 24 1.07% Increased
283
EULAV Asset Management
EULAV Asset Management
Florida
$174M +$5.8M 4 4.2% Increased
284
WI
Wafra Inc
New York
$174M $0 1 93.66% Maintained
285
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$174M -$10.1M 21 0.5% Reduced
286
Tredje AP-fonden
Tredje AP-fonden
Sweden
$173M +$40.7M 9 1.56% Increased
287
Check Capital Management
Check Capital Management
California
$172M -$2.14M 1 5.13% Reduced
288
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$171M -$27.8M 3 2.29% Reduced
289
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$169M +$153M 9 0.59% Increased
290
Comerica Bank
Comerica Bank
Texas
$169M +$14.3M 17 0.68% Increased
291
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$169M +$136M 9 0.43% Increased
292
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$168M -$35M 5 3.38% Reduced
293
CIBC World Markets
CIBC World Markets
New York
$167M +$20.6M 18 0.98% Increased
294
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$166M +$26.2M 10 0.99% Increased
295
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$166M -$52.7K 5 1.65% Reduced
296
Voloridge Investment Management
Voloridge Investment Management
Florida
$164M -$7.19M 12 0.58% Reduced
297
Public Investment Fund
Public Investment Fund
Saudi Arabia
$164M $0 1 0.61% Maintained
298
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$161M -$1.7M 1 1.56% Reduced
299
NHAS
Novo Holdings A/S
Denmark
$161M -$39.1M 1 9.73% Reduced
300
Woodline Partners
Woodline Partners
California
$160M +$27M 11 1.08% Increased