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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
176
Rockefeller Capital Management
Rockefeller Capital Management
New York
$229M -$6.64M 29 1.22% Reduced
177
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$229M +$3.62M 18 2.57% Increased
178
Holocene Advisors
Holocene Advisors
New York
$227M +$42.1M 11 1.37% Increased
179
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$224M -$11.4M 13 0.86% Reduced
180
ProShare Advisors
ProShare Advisors
Maryland
$223M +$21.3M 16 0.74% Increased
181
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$221M +$2.66M 6 1.97% Increased
182
UBS O'Connor
UBS O'Connor
Illinois
$220M +$213M 4 2.29% New
183
Westwood Holdings Group
Westwood Holdings Group
Texas
$219M -$80.7M 7 2.39% Reduced
184
Pentwater Capital Management
Pentwater Capital Management
Florida
$219M +$211M 1 2.57% New
185
LPL Financial
LPL Financial
California
$218M +$12.7M 28 0.21% Increased
186
Man Group
Man Group
United Kingdom
$218M -$96.4M 0 – Closed
187
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$212M +$8.24M 4 2.86% Increased
188
D.E. Shaw & Co
D.E. Shaw & Co
New York
$212M +$68.1M 22 0.25% Increased
189
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$203M +$8.75M 4 2.86% Increased
190
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$203M +$56.2M 1 1.95% Increased
191
VanEck Associates
VanEck Associates
New York
$203M -$9.89M 20 0.54% Reduced
192
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$201M -$94.3M 29 0.2% Reduced
193
Sarasin & Partners
Sarasin & Partners
United Kingdom
$200M -$46.1M 2 2.52% Reduced
194
Storebrand Asset Management
Storebrand Asset Management
Norway
$197M +$1.79M 14 1.12% Increased
195
Marshall Wace
Marshall Wace
United Kingdom
$195M +$107M 20 0.4% Increased
196
Two Sigma Advisers
Two Sigma Advisers
New York
$195M +$153M 19 0.55% Increased
197
Elliott Investment Management
Elliott Investment Management
Florida
$194M $0 1 2.23% Maintained
198
DG
DigitalBridge Group
Florida
$188M -$16M 6 25.4% Reduced
199
Baird Financial Group
Baird Financial Group
Wisconsin
$188M -$32.6M 12 0.52% Reduced
200
Lyrical Asset Management
Lyrical Asset Management
New York
$187M -$13.4M 1 3.25% Reduced