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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
151
Eaton Vance Management
Eaton Vance Management
Massachusetts
$354M +$707K 23 0.53% Increased
152
Artisan Partners
Artisan Partners
Wisconsin
$354M -$3.08M 4 0.45% Reduced
153
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$352M +$52.3M 33 0.06% Increased
154
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$349M +$42.3M 28 0.34% Increased
155
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$346M -$3.09M 16 1.41% Reduced
156
Eagle Asset Management
Eagle Asset Management
Florida
$344M +$220M 5 1.52% Increased
157
Putnam Investments
Putnam Investments
Massachusetts
$343M -$52.6M 7 0.57% Reduced
158
Man Group
Man Group
United Kingdom
$341M +$162M 17 1.5% Increased
159
Tiger Global Management
Tiger Global Management
New York
$329M -$68.3M 2 0.76% Reduced
160
Alkeon Capital Management
Alkeon Capital Management
New York
$327M -$14.6M 1 0.49% Reduced
161
National Pension Service
National Pension Service
South Korea
$314M +$15.2M 5 0.66% Increased
162
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$313M -$26.1M 19 0.69% Reduced
163
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$310M +$70.5M 19 1.45% Increased
164
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$306M +$62.7M 19 1.06% Increased
165
Lyrical Asset Management
Lyrical Asset Management
New York
$300M -$3.34M 1 3.52% Reduced
166
Robeco Schweiz
Robeco Schweiz
Switzerland
$297M +$73.8M 5 4.54% Increased
167
Bessemer Group
Bessemer Group
New Jersey
$288M +$10.5M 12 0.69% Increased
168
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$281M +$3.85M 26 0.41% Increased
169
ZP
Zimmer Partners
New York
$280M +$84.9M 6 3.8% Increased
170
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$279M -$58.1M 13 0.62% Reduced
171
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$279M +$1.15M 12 0.7% Increased
172
Carmignac Gestion
Carmignac Gestion
France
$276M +$45.8M 3 3.16% Increased
173
Sarasin & Partners
Sarasin & Partners
United Kingdom
$275M +$12.4M 3 3.24% Increased
174
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$272M -$6.15M 13 1.75% Reduced
175
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$268M +$7.1M 1 10.6% Increased