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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
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$68.8M +$13.8M 9 0.93% Increased
327
M&T Bank
M&T Bank
New York
$68.8M -$1.02M 15 0.34% Reduced
328
Los Angeles Capital Management
Los Angeles Capital Management
California
$68.7M -$22.7M 15 0.32% Reduced
329
CCLA Investment Management
CCLA Investment Management
United Kingdom
$68.3M -$2.07M 1 1.85% Reduced
330
Sands Capital Management
Sands Capital Management
Virginia
$67.7M -$1.97M 1 0.15% Reduced
331
NIMC
NWQ Investment Management Company
California
$67.5M +$14.4M 3 3.05% Increased
332
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$66.8M -$4.57M 14 0.98% Reduced
333
SM
Senvest Management
New York
$66.4M +$20.5M 1 3.76% Increased
334
Intact Investment Management
Intact Investment Management
Quebec, Canada
$66.3M +$1.49M 2 2.29% Increased
335
Candriam SCA
Candriam SCA
Luxembourg
$65.8M +$13.5M 7 0.62% Increased
336
MCI
McDonald Capital Investors
California
$65.3M -$314K 1 5.82% Reduced
337
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$65.3M +$4.13M 6 0.71% Increased
338
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$64.8M +$3.52M 4 0.86% Increased
339
RGREA
Ranger Global Real Estate Advisors
Colorado
$64.7M +$24.2M 3 10.14% Increased
340
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$63.9M -$5.49M 15 0.72% Reduced
341
Artemis Investment Management
Artemis Investment Management
United Kingdom
$62.2M -$5.03M 3 0.78% Reduced
342
Temasek Holdings
Temasek Holdings
Singapore
$61.8M -$67.8M 1 0.31% Reduced
343
Baupost Group
Baupost Group
Massachusetts
$61.8M -$7.42M 1 0.67% Reduced
344
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$61.1M -$610K 8 0.86% Reduced
345
Mutual of America Capital Management
Mutual of America Capital Management
New York
$60.8M -$2.81M 12 0.81% Reduced
346
Homestead Advisers
Homestead Advisers
Virginia
$60.8M -$1.95M 4 1.66% Reduced
347
Utah Retirement Systems
Utah Retirement Systems
Utah
$60.3M +$103K 9 1% Increased
348
KeyBank National Association
KeyBank National Association
Ohio
$60.2M -$2.54M 9 0.33% Reduced
349
KC
Kadensa Capital
Hong Kong
$60M +$1.15M 1 22.84% Increased
350
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$59.7M +$12M 25 0.88% Increased