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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
201
Truist Financial
Truist Financial
North Carolina
$173M -$31.5M 15 0.38% Reduced
202
WBC
Westpac Banking Corp
Australia
$173M +$9.75M 12 2.34% Increased
203
Prudential plc
Prudential plc
United Kingdom
$171M -$156M 3 0.85% Reduced
204
Guggenheim Capital
Guggenheim Capital
Illinois
$170M +$9.18M 16 1.23% Increased
205
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$170M +$20.1M 27 0.24% Increased
206
ProShare Advisors
ProShare Advisors
Maryland
$168M -$521K 16 0.78% Reduced
207
Natixis Advisors
Natixis Advisors
Massachusetts
$168M +$3.3M 15 1.05% Increased
208
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$165M +$53.7M 2 6.44% Increased
209
AIG
American International Group
New York
$165M -$3.45M 23 0.79% Reduced
210
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$165M -$724K 9 1.06% Reduced
211
Cerity Partners
Cerity Partners
New York
$164M +$19M 6 6.74% Increased
212
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$163M -$2.59M 12 1.85% Reduced
213
Scotia Capital
Scotia Capital
Ontario, Canada
$162M +$4.41M 5 1.75% Increased
214
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$157M +$27.7M 14 0.78% Increased
215
Railway Pension Investments
Railway Pension Investments
United Kingdom
$156M -$14.5M 2 1.62% Reduced
216
SSM
Sound Shore Management
Connecticut
$154M +$55.1M 2 4.81% Increased
217
Point72 Asset Management
Point72 Asset Management
Connecticut
$154M +$71.7M 11 0.79% Increased
218
Farallon Capital Management
Farallon Capital Management
California
$152M -$51M 1 1.05% Reduced
219
Geneva Capital Management
Geneva Capital Management
Wisconsin
$151M +$3.42M 2 3.11% Increased
220
Panagora Asset Management
Panagora Asset Management
Massachusetts
$151M -$7.52M 19 0.94% Reduced
221
Storebrand Asset Management
Storebrand Asset Management
Norway
$150M +$2.88M 12 1.08% Increased
222
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$150M +$20.2M 11 1.38% Increased
223
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$150M +$47.5M 6 1.98% Increased
224
TimesSquare Capital Management
TimesSquare Capital Management
New York
$150M -$14.7M 3 1.4% Reduced
225
Confluence Investment Management
Confluence Investment Management
Missouri
$148M -$5.55M 3 2.4% Reduced