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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
Sachem Head Capital Management
Sachem Head Capital Management
New York
$178M +$81.7M 1 6.62% Increased
202
Storebrand Asset Management
Storebrand Asset Management
Norway
$178M -$5.05M 14 1.07% Reduced
203
Los Angeles Capital Management
Los Angeles Capital Management
California
$177M +$96.2M 16 0.92% Increased
204
Voloridge Investment Management
Voloridge Investment Management
Florida
$176M -$71.7M 11 0.95% Reduced
205
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$176M +$3.16M 21 2.09% Increased
206
Sarasin & Partners
Sarasin & Partners
United Kingdom
$174M +$752K 2 2.41% Increased
207
Jane Street
Jane Street
New York
$171M +$100M 36 0.08% Increased
208
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$169M -$13.1M 4 2.7% Reduced
209
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$168M +$201M 10 1.9% New
210
VanEck Associates
VanEck Associates
New York
$166M -$25.8M 21 0.49% Reduced
211
Wasatch Advisors
Wasatch Advisors
Utah
$163M -$6.21M 4 1.14% Reduced
212
Manning & Napier Group
Manning & Napier Group
New York
$162M -$652K 5 2.12% Reduced
213
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$159M +$68.4M 25 1.33% Increased
214
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$158M $0 2 4.34% Maintained
215
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$158M +$4.78M 5 2.41% Increased
216
Chevy Chase Trust
Chevy Chase Trust
Maryland
$156M +$2.29M 7 0.67% Increased
217
NSCM
New South Capital Management
Tennessee
$155M +$15.7M 3 7.48% Increased
218
HA
Harbor Advisors
Florida
$155M -$440K 4 41.59% Reduced
219
Commerce Bank
Commerce Bank
Missouri
$154M +$3.81M 11 1.34% Increased
220
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$154M +$8.95M 4 5.8% Increased
221
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$151M +$13.3M 11 1.79% Increased
222
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$150M -$5.23M 10 0.48% Reduced
223
Harding Loevner
Harding Loevner
New Jersey
$147M -$2.07M 2 0.96% Reduced
224
Baird Financial Group
Baird Financial Group
Wisconsin
$146M -$34.4M 11 0.43% Reduced
225
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$144M -$2.55M 13 1.93% Reduced