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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
Lone Pine Capital
Lone Pine Capital
Connecticut
$348M +$312M 1 2.47% New
202
AGF Management
AGF Management
Ontario, Canada
$340M -$15.5M 8 1.54% Reduced
203
LSV Asset Management
LSV Asset Management
Illinois
$338M -$8.36M 2 0.79% Reduced
204
NSCM
New South Capital Management
Tennessee
$334M -$29.8M 3 16.17% Reduced
205
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$334M -$24.2M 9 1.92% Reduced
206
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$333M +$57.1M 4 1.31% Increased
207
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$333M -$971K 23 1.29% Reduced
208
HighTower Advisors
HighTower Advisors
Illinois
$333M +$17.6M 29 0.42% Increased
209
HRES
Heitman Real Estate Securities
Illinois
$332M -$19.8M 4 23.51% Reduced
210
CIP
Champlain Investment Partners
Vermont
$326M +$180M 3 2.28% Increased
211
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$324M +$3.14M 5 3.87% Increased
212
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$320M -$5.41M 20 0.84% Reduced
213
Mariner
Mariner
Kansas
$317M +$13.9M 28 0.46% Increased
214
William Blair & Company
William Blair & Company
Illinois
$316M +$11.6M 21 0.88% Increased
215
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$315M -$9.72M 2 1.79% Reduced
216
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$314M +$3.3M 13 1.34% Increased
217
KBC Group
KBC Group
Belgium
$310M +$66.1M 26 0.84% Increased
218
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$309M -$22.2M 12 0.5% Reduced
219
GW&K Investment Management
GW&K Investment Management
Massachusetts
$307M +$25.2M 14 2.75% Increased
220
Wasatch Advisors
Wasatch Advisors
Utah
$305M -$7.93M 3 1.6% Reduced
221
Tidal Investments
Tidal Investments
Wisconsin
$303M +$38.6M 25 1.82% Increased
222
Panagora Asset Management
Panagora Asset Management
Massachusetts
$302M -$130M 12 1.36% Reduced
223
ProShare Advisors
ProShare Advisors
Maryland
$297M +$24.8M 24 0.59% Increased
224
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$294M +$24M 14 0.94% Increased
225
TimesSquare Capital Management
TimesSquare Capital Management
New York
$291M -$7.14M 3 4.2% Reduced