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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
Driehaus Capital Management
Driehaus Capital Management
Illinois
$327M +$31.1M 8 3.16% Increased
177
Storebrand Asset Management
Storebrand Asset Management
Norway
$326M +$25.2M 16 1.08% Increased
178
NSCM
New South Capital Management
Tennessee
$324M -$41.7M 3 14.47% Reduced
179
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$321M -$161M 21 1.4% Reduced
180
Royal London Asset Management
Royal London Asset Management
United Kingdom
$319M -$9.14M 10 0.81% Reduced
181
Truist Financial
Truist Financial
North Carolina
$318M -$6.41M 21 0.48% Reduced
182
Hood River Capital Management
Hood River Capital Management
Florida
$314M -$95.6M 6 6.51% Reduced
183
Los Angeles Capital Management
Los Angeles Capital Management
California
$311M -$85M 12 1.11% Reduced
184
Alkeon Capital Management
Alkeon Capital Management
New York
$310M $0 1 0.51% Maintained
185
Two Sigma Investments
Two Sigma Investments
New York
$305M -$22.4M 20 0.7% Reduced
186
Axiom Investors
Axiom Investors
Connecticut
$305M +$231M 4 2.66% Increased
187
M&G plc
M&G plc
United Kingdom
$302M -$5.11M 5 1.19% Reduced
188
Acadian Asset Management
Acadian Asset Management
Massachusetts
$290M +$78.7M 14 0.89% Increased
189
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$290M +$150M 15 0.65% Increased
190
ProShare Advisors
ProShare Advisors
Maryland
$287M -$17.4M 20 0.77% Reduced
191
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$286M +$137M 14 0.82% Increased
192
Pershing Square Capital Management
Pershing Square Capital Management
New York
$285M +$286M 1 2.73% New
193
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$285M +$26M 7 0.69% Increased
194
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$281M -$40M 5 2.06% Reduced
195
US Bancorp
US Bancorp
Minnesota
$280M +$8.79M 26 0.38% Increased
196
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$279M +$266M 4 1.31% Increased
197
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$279M -$15.1M 18 0.85% Reduced
198
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$278M -$37.7M 5 1.13% Reduced
199
Marshall Wace
Marshall Wace
United Kingdom
$277M -$27.4M 22 0.37% Reduced
200
Lyrical Asset Management
Lyrical Asset Management
New York
$273M -$7.02M 1 4.39% Reduced