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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
IFM Investors
IFM Investors
Australia
$190M +$33.8M 12 1.58% Increased
352
Pentwater Capital Management
Pentwater Capital Management
Florida
$187M +$10.3M 6 0.97% Increased
353
BAM
BCV Asset Management
$187M +$2.16M 3 6.44% Increased
354
Geneva Capital Management
Geneva Capital Management
Wisconsin
$186M -$15M 2 3.95% Reduced
355
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$185M +$501K 34 1.58% Increased
356
Nissay Asset Management
Nissay Asset Management
Japan
$181M -$17.8M 9 0.96% Reduced
357
NEOS Investment Management
NEOS Investment Management
Connecticut
$180M +$4.27M 10 0.91% Increased
358
Check Capital Management
Check Capital Management
California
$177M -$400K 1 5.16% Reduced
359
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$175M +$51.2M 15 4.19% Increased
360
Mutual of America Capital Management
Mutual of America Capital Management
New York
$175M +$7.87M 18 1.99% Increased
361
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$174M +$16.4M 10 1.28% Increased
362
CET
Clean Energy Transition
United Kingdom
$174M -$6.41M 2 11.31% Reduced
363
Amalgamated Bank
Amalgamated Bank
New York
$173M +$10.7M 20 1.32% Increased
364
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$172M +$23.9M 10 2.55% Increased
365
&Partners
&Partners
Tennessee
$171M +$9.76M 23 0.85% Increased
366
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$171M +$33.3M 42 0.45% Increased
367
Artemis Investment Management
Artemis Investment Management
United Kingdom
$170M -$74.8M 2 1.8% Reduced
368
Vest Financial
Vest Financial
Virginia
$170M -$24.6M 6 2.04% Reduced
369
ACM
Atika Capital Management
New York
$169M +$9.33M 2 21.25% Increased
370
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$169M +$7.82M 32 0.43% Increased
371
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$168M -$148M 26 1.18% Reduced
372
Royce & Associates
Royce & Associates
New York
$167M -$52.7M 8 1.65% Reduced
373
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$165M -$9.77M 2 4.74% Reduced
374
Xponance
Xponance
Pennsylvania
$164M +$22.4M 26 1.17% Increased
375
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$164M -$14.5M 2 1.11% Reduced