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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
326
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$65.6M +$7.05M 14 0.97% Increased
327
Achmea Investment Management
Achmea Investment Management
Netherlands
$65.4M -$5.79M 7 2.21% Reduced
328
CCLA Investment Management
CCLA Investment Management
United Kingdom
$65.3M +$62.4M 1 2.04% New
329
MCI
McDonald Capital Investors
California
$65.3M -$4.03M 1 6.13% Reduced
330
Artemis Investment Management
Artemis Investment Management
United Kingdom
$65.1M -$23.4M 3 0.88% Reduced
331
M&T Bank
M&T Bank
New York
$64.4M +$556K 15 0.35% Increased
332
Sands Capital Management
Sands Capital Management
Virginia
$64.4M -$6.5M 1 0.16% Reduced
333
Intact Investment Management
Intact Investment Management
Quebec, Canada
$64.3M -$3.36M 4 2.41% Reduced
334
TAM
Timucuan Asset Management
Florida
$64.2M +$62.9M 2 4.15% Increased
335
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$63.7M +$5.43M 4 1.47% Increased
336
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$63.6M -$11.9M 15 0.76% Reduced
337
Arizona State Retirement System
Arizona State Retirement System
Arizona
$62.7M +$395K 18 0.88% Increased
338
Baupost Group
Baupost Group
Massachusetts
$61.6M -$52.1M 1 0.77% Reduced
339
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$61.6M -$39.3M 3 2.23% Reduced
340
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$61.2M -$6.12M 5 0.66% Reduced
341
ICP
Indus Capital Partners
New York
$60.8M +$25M 1 9.95% Increased
342
ACB
Aristotle Capital Boston
Massachusetts
$60.7M -$1.8M 1 1.84% Reduced
343
Mutual of America Capital Management
Mutual of America Capital Management
New York
$60.4M -$6.15M 12 0.85% Reduced
344
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$58.9M +$10.5M 4 2.37% Increased
345
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$58.4M +$9.23M 11 0.48% Increased
346
Homestead Advisers
Homestead Advisers
Virginia
$58.2M +$30.4M 4 1.49% Increased
347
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$57.7M +$6.11M 9 0.51% Increased
348
KC
Kadensa Capital
Hong Kong
$57.2M +$34.7M 1 29.15% Increased
349
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$56.8M -$346K 8 0.87% Reduced
350
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$56.6M -$56.7M 2 2.22% Reduced