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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
426
Elliott Investment Management
Elliott Investment Management
Florida
$117M $0 1 0.52% Maintained
427
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$117M +$11.6M 7 0.75% Increased
428
Cardano Risk Management
Cardano Risk Management
Netherlands
$117M +$6.33M 1 1.24% Increased
429
Encompass Capital Advisors
Encompass Capital Advisors
New York
$117M -$22.1M 1 4.11% Reduced
430
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$117M -$2.03M 4 1.13% Reduced
431
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$116M -$1.27M 20 0.89% Reduced
432
Emerald Advisers
Emerald Advisers
Pennsylvania
$116M +$11.6M 6 3.73% Increased
433
Blackstone Inc
Blackstone Inc
New York
$115M -$16.7M 3 0.46% Reduced
434
Welch & Forbes
Welch & Forbes
Massachusetts
$115M +$1.48M 7 1.38% Increased
435
Utah Retirement Systems
Utah Retirement Systems
Utah
$115M +$2.89M 15 1.11% Increased
436
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$114M +$54.1M 2 2.22% Increased
437
Calamos Advisors
Calamos Advisors
Illinois
$113M +$6.97M 13 0.42% Increased
438
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$113M +$1.11M 5 0.73% Increased
439
Great Lakes Advisors
Great Lakes Advisors
Illinois
$113M -$21.5M 11 0.94% Reduced
440
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$112M +$108M 2 1.87% New
441
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$112M -$21.3M 11 1.48% Reduced
442
Simplex Trading
Simplex Trading
Illinois
$111M +$3.74M 26 0.06% Increased
443
Xponance
Xponance
Pennsylvania
$111M -$671K 24 0.88% Reduced
444
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$110M +$2.88M 12 2.51% Increased
445
Huntington National Bank
Huntington National Bank
Ohio
$110M +$370K 28 0.67% Increased
446
Moran Wealth Management
Moran Wealth Management
Florida
$110M -$2.08M 10 3.32% Reduced
447
OFI Invest Asset Management
OFI Invest Asset Management
France
$110M +$40M 5 2.32% Increased
448
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$110M -$6.99M 1 3.92% Reduced
449
Lido Advisors
Lido Advisors
California
$110M +$19.5M 15 0.34% Increased
450
USS Investment Management
USS Investment Management
United Kingdom
$110M $0 9 0.5% Maintained