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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
351
Frontier Capital Management
Frontier Capital Management
Massachusetts
$258M -$80.9M 7 2.41% Reduced
352
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$258M +$24.8M 37 0.14% Increased
353
Trexquant Investment
Trexquant Investment
Connecticut
$255M +$28.2M 22 1.51% Increased
354
Bridgewater Associates
Bridgewater Associates
Connecticut
$254M -$343M 16 1.04% Reduced
355
Czech National Bank
Czech National Bank
Czech Republic
$252M +$23.6M 11 1.37% Increased
356
Mizuho Markets Americas
Mizuho Markets Americas
New York
$251M +$44.7M 6 3.94% Increased
357
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$251M -$11.3M 30 1.16% Reduced
358
Seven Grand Managers
Seven Grand Managers
New York
$249M +$196M 7 10.02% Increased
359
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$247M +$202M 1 2.04% New
360
UniSuper Management
UniSuper Management
Australia
$245M +$320K 11 1.27% Increased
361
Eventide Asset Management
Eventide Asset Management
Massachusetts
$244M -$51.3M 9 3.26% Reduced
362
Guinness Asset Management
Guinness Asset Management
United Kingdom
$244M -$12.1M 6 4.12% Reduced
363
Clal Insurance
Clal Insurance
Israel
$243M -$14.5M 5 1.09% Reduced
364
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$243M -$20.7M 37 0.76% Reduced
365
CCM
Corsair Capital Management
New York
$243M +$30.3M 5 30.31% Increased
366
Soros Fund Management
Soros Fund Management
New York
$241M +$213M 7 2.96% Increased
367
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$240M +$59.5M 10 3.82% Increased
368
Rathbones Group
Rathbones Group
United Kingdom
$239M -$12.6M 9 0.88% Reduced
369
DG
DigitalBridge Group
Florida
$239M -$71M 5 14.3% Reduced
370
IFM Investors
IFM Investors
Australia
$239M +$16.7M 12 1.58% Increased
371
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$237M +$13.7M 37 0.53% Increased
372
NEOS Investment Management
NEOS Investment Management
Connecticut
$237M +$29.8M 11 0.87% Increased
373
Verition Fund Management
Verition Fund Management
Connecticut
$236M +$53M 16 1.2% Increased
374
Algert Global
Algert Global
California
$235M +$52M 24 2.79% Increased
375
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$235M -$152M 7 0.85% Reduced