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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
Alkeon Capital Management
Alkeon Capital Management
New York
$213M -$29.2M 1 0.69% Reduced
177
ProShare Advisors
ProShare Advisors
Maryland
$211M +$3.37M 16 0.81% Increased
178
LPL Financial
LPL Financial
California
$209M +$12.5M 28 0.2% Increased
179
Truist Financial
Truist Financial
North Carolina
$208M -$4.68M 18 0.4% Reduced
180
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$207M +$5.44M 29 0.22% Increased
181
Two Sigma Advisers
Two Sigma Advisers
New York
$204M +$33.4M 17 0.59% Increased
182
Rockefeller Capital Management
Rockefeller Capital Management
New York
$203M -$9.02M 27 1.05% Reduced
183
GQG Partners
GQG Partners
Florida
$198M +$243M 1 0.57% New
184
Point72 Asset Management
Point72 Asset Management
Connecticut
$197M +$36.4M 13 0.79% Increased
185
Man Group
Man Group
United Kingdom
$196M +$215M 17 0.91% New
186
Elliott Investment Management
Elliott Investment Management
Florida
$195M $0 1 2.02% Maintained
187
Fisher Asset Management
Fisher Asset Management
Washington
$195M +$185M 7 0.15% Increased
188
BC Partners Advisors
BC Partners Advisors
New York
$195M $0 1 1.8% Maintained
189
National Bank of Canada
National Bank of Canada
Quebec, Canada
$194M +$29.9M 22 1.04% Increased
190
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$193M -$42.7M 5 0.56% Reduced
191
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$190M -$37.8M 28 0.3% Reduced
192
Robeco Schweiz
Robeco Schweiz
Switzerland
$189M +$3.58M 4 3.68% Increased
193
Lyrical Asset Management
Lyrical Asset Management
New York
$188M -$27.7M 1 3.89% Reduced
194
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$188M -$94.4M 1 5.28% Reduced
195
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$186M +$23.5M 9 2.1% Increased
196
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$185M -$1.82M 1 1.99% Reduced
197
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$181M +$134M 15 1.08% Increased
198
WI
Wafra Inc
New York
$181M -$19 1 7.15% Reduced
199
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$179M +$17.7M 25 1.06% Increased
200
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$178M -$20.3M 5 1.28% Reduced