← All themes

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$106M +$2.53M 26 0.36% Increased
377
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$106M +$8.95M 3 3.27% Increased
378
Vontobel Holding
Vontobel Holding
Switzerland
$106M +$16.4M 19 0.34% Increased
379
FCI
Financial Counselors Inc
Kansas
$105M -$849K 5 1.55% Reduced
380
Mercer Global Advisors
Mercer Global Advisors
Colorado
$104M +$2.25M 13 0.24% Increased
381
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$103M -$34.6M 5 0.31% Reduced
382
PineBridge Investments
PineBridge Investments
New York
$102M -$22.9M 9 0.77% Reduced
383
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$102M -$992K 7 4.79% Reduced
384
Chilton Capital Management
Chilton Capital Management
Texas
$101M +$3.92M 6 4.17% Increased
385
MML Investors Services
MML Investors Services
Massachusetts
$100M +$4.35M 18 0.37% Increased
386
Utah Retirement Systems
Utah Retirement Systems
Utah
$100M +$2.17M 14 1.13% Increased
387
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$100M +$93.1M 9 1.02% New
388
Czech National Bank
Czech National Bank
Czech Republic
$99.7M +$5.49M 7 1% Increased
389
CCM
Clearfield Capital Management
New York
$99.5M +$40.3M 1 61.79% Increased
390
BOK Financial
BOK Financial
Oklahoma
$99M -$6.6M 13 1.76% Reduced
391
R.M. Davis Inc
R.M. Davis Inc
Maine
$98.5M -$2.49M 4 1.9% Reduced
392
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$98.4M +$6.7M 7 0.72% Increased
393
INTECH Investment Management
INTECH Investment Management
Florida
$98.1M +$26.4M 22 1.1% Increased
394
OMC
Oasis Management Company
Cayman Islands
$97.9M +$16.4M 2 21.07% Increased
395
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$97.5M -$1.41M 3 1.01% Reduced
396
Xponance
Xponance
Pennsylvania
$97.2M +$1.11M 21 0.94% Increased
397
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$97.1M -$14.4M 3 3.81% Reduced
398
Andra AP-fonden
Andra AP-fonden
Sweden
$97.1M +$22.5M 8 1.43% Increased
399
Munro Partners
Munro Partners
Australia
$96.8M +$44.5M 4 3.53% Increased
400
LBP AM
LBP AM
France
$96.5M +$57.2M 6 1.45% Increased