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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
101
Gates Capital Management
Gates Capital Management
New York
$253M +$84.5M 1 7.42% Increased
102
Davis Selected Advisers
Davis Selected Advisers
Arizona
$252M -$63.2M 2 0.82% Reduced
103
ACM
AEW Capital Management
Massachusetts
$251M +$11.8M 1 5.2% Increased
104
APG Asset Management
APG Asset Management
Netherlands
$250M -$2.9M 9 0.48% Reduced
105
abrdn Investment Management
abrdn Investment Management
United Kingdom
$249M -$76.1M 4 0.98% Reduced
106
HCM
Highfields Capital Management
Massachusetts
$247M -$326M 1 2.1% Reduced
107
Guggenheim Capital
Guggenheim Capital
Illinois
$240M +$58.4M 19 0.6% Increased
108
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$235M +$9.77M 3 1.9% Increased
109
Fidelity International
Fidelity International
Bermuda
$235M -$18.2M 4 0.81% Reduced
110
Horizon Kinetics
Horizon Kinetics
New York
$233M -$5.1M 1 3.15% Reduced
111
Adage Capital Partners
Adage Capital Partners
Massachusetts
$228M -$91.7M 5 0.56% Reduced
112
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$226M -$18.3M 7 0.44% Reduced
113
SA
SQ Advisors
Florida
$224M +$21M 1 8.52% Increased
114
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$224M +$96.1M 11 0.72% Increased
115
River Road Asset Management
River Road Asset Management
Kentucky
$223M +$15.2M 2 3.18% Increased
116
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$220M +$15.5M 1 1.57% Increased
117
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$219M -$19.3M 7 0.52% Reduced
118
Eagle Asset Management
Eagle Asset Management
Florida
$219M +$4.51M 5 1.26% Increased
119
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$216M -$35.8M 21 0.31% Reduced
120
Renaissance Technologies
Renaissance Technologies
New York
$215M +$68.5M 16 0.52% Increased
121
Millennium Management
Millennium Management
New York
$213M +$49.2M 18 0.45% Increased
122
BlackRock Advisors
BlackRock Advisors
Delaware
$211M -$12.3M 18 0.21% Reduced
123
Beck Mack & Oliver
Beck Mack & Oliver
New York
$210M -$21.7M 3 5.11% Reduced
124
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$208M +$3.3M 17 0.49% Increased
125
Barclays
Barclays
United Kingdom
$208M +$18.6M 21 0.2% Increased