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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
Hood River Capital Management
Hood River Capital Management
Florida
$840M -$89.7M 7 9.91% Reduced
127
VH
V3 Holding
New York
$829M -$239M 1 100% Reduced
128
EARNEST Partners
EARNEST Partners
Georgia
$807M -$20.3M 5 3.5% Reduced
129
Bessemer Group
Bessemer Group
New Jersey
$799M -$33.2M 29 1.22% Reduced
130
Two Sigma Investments
Two Sigma Investments
New York
$765M +$260M 27 1.14% Increased
131
PGGM Investments
PGGM Investments
Netherlands
$763M +$22M 4 12.35% Increased
132
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$760M -$115M 40 0.09% Reduced
133
Nomura Asset Management
Nomura Asset Management
Japan
$755M +$59.9M 16 1.97% Increased
134
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$754M +$58.4M 10 1.36% Increased
135
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$736M +$110M 18 1.14% Increased
136
Natixis Advisors
Natixis Advisors
Massachusetts
$731M +$113K 19 1.07% Increased
137
CIBC World Market
CIBC World Market
Ontario, Canada
$730M +$3.13M 16 1.31% Increased
138
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$728M +$73.2M 12 2.17% Increased
139
Balyasny Asset Management
Balyasny Asset Management
Illinois
$728M -$405M 27 0.92% Reduced
140
Renaissance Technologies
Renaissance Technologies
New York
$728M -$115M 24 0.96% Reduced
141
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$706M -$1.21M 32 2.78% Reduced
142
SA
Situational Awareness
California
$706M +$187M 6 17.05% Increased
143
Man Group
Man Group
United Kingdom
$705M -$26.7M 22 1.23% Reduced
144
Lone Pine Capital
Lone Pine Capital
Connecticut
$698M +$303M 1 5.08% Increased
145
AMF Tjänstepension
AMF Tjänstepension
Sweden
$696M +$252M 2 4.41% Increased
146
Asset Management One
Asset Management One
Japan
$685M -$19.9M 16 1.98% Reduced
147
Royal London Asset Management
Royal London Asset Management
United Kingdom
$680M +$35.6M 12 1.46% Increased
148
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$643M +$2.49M 24 2.04% Increased
149
Davenport & Co
Davenport & Co
Virginia
$635M -$33.7M 15 3.38% Reduced
150
Driehaus Capital Management
Driehaus Capital Management
Illinois
$634M +$148M 15 4.54% Increased