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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
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$265M +$224M 4 0.28% Increased
152
Epoch Investment Partners
Epoch Investment Partners
New York
$265M +$180K 5 1.58% Increased
153
AMF Tjänstepension
AMF Tjänstepension
Sweden
$262M -$7M 4 3% Reduced
154
VanEck Associates
VanEck Associates
New York
$262M +$103M 20 0.68% Increased
155
M&G Investment Management
M&G Investment Management
United Kingdom
$261M +$24.6M 7 1.29% Increased
156
ProShare Advisors
ProShare Advisors
Maryland
$257M +$15.1M 16 0.9% Increased
157
Westwood Holdings Group
Westwood Holdings Group
Texas
$253M -$38.9M 13 2.22% Reduced
158
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$252M +$41.7M 25 0.39% Increased
159
Holocene Advisors
Holocene Advisors
New York
$245M +$168M 6 1.49% Increased
160
Pacer Advisors
Pacer Advisors
Pennsylvania
$241M -$175M 13 1.23% Reduced
161
AGF Management
AGF Management
Ontario, Canada
$240M +$248M 7 1.74% New
162
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$239M -$377K 28 0.23% Reduced
163
LPL Financial
LPL Financial
California
$235M +$4.72M 26 0.2% Increased
164
Sachem Head Capital Management
Sachem Head Capital Management
New York
$231M +$2.29M 1 9.04% Increased
165
Corient Private Wealth
Corient Private Wealth
Florida
$231M +$227M 15 0.84% New
166
AQR Capital Management
AQR Capital Management
Connecticut
$229M -$69.6M 21 0.52% Reduced
167
Viking Global Investors
Viking Global Investors
Connecticut
$228M -$370M 1 1.14% Reduced
168
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$227M +$28.8M 23 1.22% Increased
169
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$222M +$49.7M 4 2.04% Increased
170
DG
DigitalBridge Group
Florida
$221M -$26.6M 4 31.2% Reduced
171
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$220M +$33M 13 2.29% Increased
172
Scotia Capital
Scotia Capital
Ontario, Canada
$219M -$47.8M 8 1.68% Reduced
173
Robeco Schweiz
Robeco Schweiz
Switzerland
$218M +$6.7M 4 3.98% Increased
174
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$217M -$22.3M 17 0.56% Reduced
175
Alkeon Capital Management
Alkeon Capital Management
New York
$212M -$30.8M 1 0.82% Reduced