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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
Hood River Capital Management
Hood River Capital Management
Florida
$208M +$36.4M 4 6.18% Increased
202
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$208M +$82.4M 12 1.42% Increased
203
Guggenheim Capital
Guggenheim Capital
Illinois
$204M +$16.7M 15 1.6% Increased
204
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$203M -$5.75M 16 2.02% Reduced
205
Sarasin & Partners
Sarasin & Partners
United Kingdom
$202M -$131M 2 2.34% Reduced
206
Man Group
Man Group
United Kingdom
$200M +$183M 15 0.62% New
207
Royal London Asset Management
Royal London Asset Management
United Kingdom
$198M +$23M 10 0.64% Increased
208
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$197M $0 2 4.51% Maintained
209
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$196M -$6.02M 2 2.3% Reduced
210
Two Sigma Investments
Two Sigma Investments
New York
$195M +$38M 20 0.49% Increased
211
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$194M -$977K 22 1.43% Reduced
212
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$193M +$67.9M 15 1.57% Increased
213
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$190M -$6.76M 2 0.96% Reduced
214
Rafferty Asset Management
Rafferty Asset Management
New York
$184M +$32.3M 8 1.04% Increased
215
Jane Street
Jane Street
New York
$184M +$22.7M 36 0.06% Increased
216
Nordea Investment Management
Nordea Investment Management
Sweden
$183M +$67.5M 10 0.25% Increased
217
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$182M -$15.5M 13 2.17% Reduced
218
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$182M +$18.6M 21 1.79% Increased
219
Mariner
Mariner
Kansas
$179M -$5.95M 22 0.48% Reduced
220
HS
Hazelview Securities
Ontario, Canada
$178M +$166M 4 27.46% New
221
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$176M -$1.14M 1 1.92% Reduced
222
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$176M -$18.8M 21 1.18% Reduced
223
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$175M +$19.5M 13 0.46% Increased
224
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$174M -$2.03M 16 0.61% Reduced
225
STT
Singapore Technologies Telemedia
Singapore
$174M $0 1 100% Maintained