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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
301
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$208M $0 2 4.12% Maintained
302
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$208M -$3.41M 18 2.12% Reduced
303
LBP AM
LBP AM
France
$208M -$12.3M 7 2.56% Reduced
304
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$208M -$8.23M 29 0.42% Reduced
305
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$207M -$3.97M 4 1.87% Reduced
306
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$207M +$349K 17 1.34% Increased
307
Arizona State Retirement System
Arizona State Retirement System
Arizona
$207M +$2.34M 27 1.1% Increased
308
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$206M -$12.8M 7 4.28% Reduced
309
Första AP-fonden
Första AP-fonden
Sweden
$206M +$8.75M 10 1.22% Increased
310
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$205M +$21.5M 9 1.85% Increased
311
Jefferies Financial Group
Jefferies Financial Group
New York
$205M +$5.59M 17 0.97% Increased
312
HA
Harbor Advisors
Florida
$204M +$532K 4 31.42% Increased
313
Check Capital Management
Check Capital Management
California
$201M -$959K 1 6.62% Reduced
314
CET
Clean Energy Transition
United Kingdom
$201M -$23.7M 3 14.74% Reduced
315
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$200M +$6.42M 10 1.04% Increased
316
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$200M -$4.15M 13 1.67% Reduced
317
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$200M +$9.74M 20 0.63% Increased
318
IP
Interval Partners
New York
$195M -$45.8M 4 3.19% Reduced
319
Rathbones Group
Rathbones Group
United Kingdom
$194M +$6.48M 7 0.79% Increased
320
Meitav Investment House
Meitav Investment House
Israel
$194M -$23.2M 5 2.56% Reduced
321
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$193M -$186K 13 0.93% Reduced
322
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$192M +$16.9M 10 1.1% Increased
323
Zacks Investment Management
Zacks Investment Management
Illinois
$191M +$2.69M 9 1.52% Increased
324
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$187M -$28.3M 9 2.49% Reduced
325
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$186M -$37.2M 4 1.33% Reduced