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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
126
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$477M -$22.7M 21 0.99% Reduced
127
Citadel Advisors
Citadel Advisors
Florida
$472M -$171M 39 0.1% Reduced
128
Markel Group
Markel Group
Virginia
$466M $0 1 5.9% Maintained
129
1WCM
12 West Capital Management
New York
$464M -$84.2M 1 21.14% Reduced
130
Canada Life
Canada Life
Manitoba, Canada
$454M +$3.65M 23 1.06% Increased
131
Bahl & Gaynor
Bahl & Gaynor
Ohio
$446M -$12.2M 6 2.73% Reduced
132
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$441M +$40.7M 19 0.93% Increased
133
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$434M +$67.7M 22 1.1% Increased
134
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$434M -$12.5M 22 0.84% Reduced
135
First Trust Advisors
First Trust Advisors
Illinois
$428M -$58.2M 26 0.46% Reduced
136
BC Partners Advisors
BC Partners Advisors
New York
$426M +$431M 1 1.79% New
137
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$423M +$4.32M 23 1.31% Increased
138
Korea Investment Corp
Korea Investment Corp
South Korea
$418M -$19.2M 11 1.25% Reduced
139
Eaton Vance Management
Eaton Vance Management
Massachusetts
$417M +$16.4M 22 0.58% Increased
140
Fred Alger Management
Fred Alger Management
New York
$416M +$56M 9 0.99% Increased
141
Millennium Management
Millennium Management
New York
$412M -$150M 35 0.25% Reduced
142
Artisan Partners
Artisan Partners
Wisconsin
$412M -$18.5M 4 0.5% Reduced
143
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$407M -$4.23M 21 0.82% Reduced
144
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$407M -$16M 15 1.59% Reduced
145
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$400M +$107M 1 13.34% Increased
146
Federated Hermes
Federated Hermes
Pennsylvania
$400M +$2.27M 19 0.76% Increased
147
Congress Asset Management
Congress Asset Management
Massachusetts
$399M +$103M 6 3.11% Increased
148
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$392M -$4.48M 10 1.47% Reduced
149
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$388M -$59.4M 17 1.38% Reduced
150
Adage Capital Partners
Adage Capital Partners
Massachusetts
$386M -$42.3M 9 0.76% Reduced