← All themes

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
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$193M -$25M 12 2.08% Reduced
202
NSCM
New South Capital Management
Tennessee
$193M +$1.21M 3 8.75% Increased
203
HA
Harbor Advisors
Florida
$192M -$1.46M 3 44.84% Reduced
204
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$188M +$2.22M 13 2.23% Increased
205
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$187M +$1.65M 2 2.74% Increased
206
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$185M -$15.9M 23 1.45% Reduced
207
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$185M -$1.19M 2 2.28% Reduced
208
WBC
Westpac Banking Corp
Australia
$184M +$62.3M 9 2.47% Increased
209
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$180M +$60.7M 20 1.21% Increased
210
Voloridge Investment Management
Voloridge Investment Management
Florida
$179M +$43.5M 15 0.89% Increased
211
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$179M +$20.6M 2 1.16% Increased
212
LSV Asset Management
LSV Asset Management
Illinois
$177M +$9.94M 5 0.4% Increased
213
Guggenheim Capital
Guggenheim Capital
Illinois
$177M -$1.17M 15 1.49% Reduced
214
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$173M +$7.73M 2 4.26% Increased
215
KBC Group
KBC Group
Belgium
$170M -$37.7M 15 0.72% Reduced
216
Point72 Asset Management
Point72 Asset Management
Connecticut
$170M +$75.3M 15 0.53% Increased
217
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$166M -$2.31M 8 1.62% Reduced
218
Mariner
Mariner
Kansas
$166M +$24.3M 22 0.48% Increased
219
Royal London Asset Management
Royal London Asset Management
United Kingdom
$165M +$7.95M 10 0.66% Increased
220
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$164M -$7.36M 14 0.67% Reduced
221
Osaic Holdings
Osaic Holdings
Arizona
$163M +$4M 42 0.31% Increased
222
Commerce Bank
Commerce Bank
Missouri
$161M -$12.4M 10 1.26% Reduced
223
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$158M +$154M 1 3.52% New
224
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$156M +$15.6M 21 1.72% Increased
225
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$156M +$1.98M 9 0.88% Increased