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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
376
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$72.1M +$3.69M 4 1.02% Increased
377
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$71.9M +$167K 2 0.04% Increased
378
Vontobel Holding
Vontobel Holding
Switzerland
$71.5M +$4.2M 8 0.62% Increased
379
Credit Agricole
Credit Agricole
France
$71.4M +$14.1M 10 1.46% Increased
380
SGAM
Smith Group Asset Management
Texas
$70.3M -$2.8M 4 3.44% Reduced
381
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$69.6M -$1M 10 0.88% Reduced
382
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$69.2M +$44.5M 9 0.95% Increased
383
Creative Planning
Creative Planning
Kansas
$69.1M -$46.9M 20 0.12% Reduced
384
YCMGA
York Capital Management Global Advisors
New York
$69M +$44.2M 2 7.74% Increased
385
Gabelli Funds
Gabelli Funds
New York
$68.2M +$3.05M 11 0.43% Increased
386
NPIC
Neumeier Poma Investment Counsel
California
$67.9M -$590K 1 3.97% Reduced
387
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$67.8M -$878K 19 0.72% Reduced
388
PGH
Partners Group Holding
Switzerland
$67.8M +$16.1M 3 4.16% Increased
389
OCAM
Onex Canada Asset Management
Ontario, Canada
$67.6M +$124K 1 3.12% Increased
390
Regions Financial Corp
Regions Financial Corp
Alabama
$67.3M -$518K 10 0.58% Reduced
391
Los Angeles Capital Management
Los Angeles Capital Management
California
$67.3M -$21.1M 19 0.3% Reduced
392
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$67.2M +$2.6M 7 2.1% Increased
393
Mutual of America Capital Management
Mutual of America Capital Management
New York
$67M -$512K 13 0.66% Reduced
394
Första AP-fonden
Första AP-fonden
Sweden
$66.4M +$2.04M 6 0.78% Increased
395
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$66.3M +$15.9M 4 2.74% Increased
396
OP
Oldfield Partners
United Kingdom
$66.3M +$4.06M 2 6.76% Increased
397
Zacks Investment Management
Zacks Investment Management
Illinois
$65.6M +$8.23M 4 1.06% Increased
398
Marshall Wace North America
Marshall Wace North America
New York
$65.5M +$11.3M 11 0.27% Increased
399
Trillium Asset Management
Trillium Asset Management
Massachusetts
$65.2M +$9.21M 2 1.8% Increased
400
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$65.2M +$29.8M 12 0.74% Increased