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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
$198M -$7.18M 6 1.55% Reduced
277
SG Americas Securities
SG Americas Securities
New York
$197M -$155M 27 0.82% Reduced
278
Woodline Partners
Woodline Partners
California
$197M -$19.1M 10 1.04% Reduced
279
Meitav Investment House
Meitav Investment House
Israel
$193M +$4.57M 4 2.61% Increased
280
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$192M -$10.1M 19 1.33% Reduced
281
TCM
Tekne Capital Management
New York
$191M +$10.2M 1 66.63% Increased
282
Rathbones Group
Rathbones Group
United Kingdom
$189M +$1.96M 6 0.81% Increased
283
Vident Advisory
Vident Advisory
Georgia
$189M +$9.74M 30 2.12% Increased
284
IP
Interval Partners
New York
$188M -$3.24M 5 3.19% Reduced
285
MetLife Investment Management
MetLife Investment Management
New Jersey
$187M -$20.8M 24 1.1% Reduced
286
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$187M -$6.61M 5 1.78% Reduced
287
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$187M +$21.5M 15 0.41% Increased
288
Acadian Asset Management
Acadian Asset Management
Massachusetts
$187M +$127M 14 0.39% Increased
289
Arizona State Retirement System
Arizona State Retirement System
Arizona
$183M +$594K 26 1.06% Increased
290
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$182M -$6.16M 10 1.05% Reduced
291
PointState Capital
PointState Capital
New York
$182M -$48.5M 1 2.78% Reduced
292
Första AP-fonden
Första AP-fonden
Sweden
$182M +$14.5M 10 1.2% Increased
293
Check Capital Management
Check Capital Management
California
$182M -$2.8M 1 6.16% Reduced
294
EULAV Asset Management
EULAV Asset Management
Florida
$182M -$7.5M 4 4.27% Reduced
295
Geneva Capital Management
Geneva Capital Management
Wisconsin
$182M +$15.4M 2 3.05% Increased
296
Voloridge Investment Management
Voloridge Investment Management
Florida
$182M -$252M 11 0.67% Reduced
297
CIBC World Markets
CIBC World Markets
New York
$179M +$40M 20 1.12% Increased
298
Mizuho Markets Americas
Mizuho Markets Americas
New York
$179M +$41.7M 5 5.44% Increased
299
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$178M -$1.73M 2 8.66% Reduced
300
Osaic Holdings
Osaic Holdings
Arizona
$177M +$41.6M 45 0.32% Increased