← All themes

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
301
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$135M +$211K 10 0.72% Increased
302
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$134M +$29.9M 11 0.45% Increased
303
TAM
Thematics Asset Management
France
$134M +$6.31M 3 5.55% Increased
304
Congress Wealth Management
Congress Wealth Management
Massachusetts
$133M +$10.1M 9 2.3% Increased
305
TCW Group
TCW Group
California
$133M -$13.3M 6 1.35% Reduced
306
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$132M -$25.9M 3 4.57% Reduced
307
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$132M +$8.76M 5 4.66% Increased
308
Första AP-fonden
Första AP-fonden
Sweden
$130M +$15.7M 9 1.1% Increased
309
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$130M +$29.3M 5 4.47% Increased
310
Comerica Bank
Comerica Bank
Texas
$129M +$2.69M 15 0.56% Increased
311
MPIA
Mountain Pacific Investment Advisers
Idaho
$128M +$1.64M 5 7.15% Increased
312
Tidal Investments
Tidal Investments
Wisconsin
$127M +$21.7M 21 2.1% Increased
313
Check Capital Management
Check Capital Management
California
$127M +$470K 1 4.18% Increased
314
Trillium Asset Management
Trillium Asset Management
Massachusetts
$126M +$6.05M 3 3.22% Increased
315
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$126M +$88.3M 6 1.09% Increased
316
Amalgamated Bank
Amalgamated Bank
New York
$124M -$25.6M 25 1.06% Reduced
317
SSM
Sound Shore Management
Connecticut
$123M -$22.1M 1 3.84% Reduced
318
SFM
Systematic Financial Management
New Jersey
$122M -$27.3M 4 3.42% Reduced
319
Cresset Asset Management
Cresset Asset Management
Illinois
$122M +$4.76M 18 0.59% Increased
320
WCP
Waterfront Capital Partners
New York
$122M +$97.3M 3 10.96% Increased
321
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$122M -$55.3M 4 0.64% Reduced
322
Aristotle Capital Management
Aristotle Capital Management
California
$121M -$113M 2 0.23% Reduced
323
Gabelli Funds
Gabelli Funds
New York
$121M -$30.2M 10 0.89% Reduced
324
William Blair & Company
William Blair & Company
Illinois
$121M -$5.58M 16 0.38% Reduced
325
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$120M -$912K 2 2.68% Reduced