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 |
Viking Global Investors
Stamford,
Connecticut
| $391M | +$460M | 2 | 1.04% | New |
|
| 202 |
Polar Capital Holdings
London,
United Kingdom
| $389M | +$96.2M | 4 | 1.5% | Increased |
|
| 203 |
ProShare Advisors
Bethesda,
Maryland
| $388M | +$86.8M | 24 | 0.69% | Increased |
|
| 204 |
Third Point
New York
| $383M | -$125M | 2 | 5.26% | Reduced |
|
| 205 |
Credit Agricole
Montrouge Cedex,
France
| $381M | -$17.7M | 20 | 0.87% | Reduced |
|
| 206 |
Mariner
Overland Park,
Kansas
| $379M | +$30.1M | 31 | 0.45% | Increased |
|
| 207 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| $371M | +$1.59M | 27 | 1.34% | Increased |
|
| 208 |
Marex Group
London,
| $371M | +$385M | 19 | 2.33% | Increased |
|
| 209 |
ACM
Adelante Capital Management
Alameda,
California
| $370M | +$6.99M | 4 | 24.9% | Increased |
|
| 210 |
HighTower Advisors
Chicago,
Illinois
| $369M | +$1.79M | 35 | 0.4% | Increased |
|
| 211 |
Ensign Peak Advisors
Salt Lake City,
Utah
| $368M | -$123M | 27 | 0.65% | Reduced |
|
| 212 |
Truist Financial
Charlotte,
North Carolina
| $367M | +$12.3M | 26 | 0.49% | Increased |
|
| 213 |
TCW Group
Los Angeles,
California
| $367M | +$139M | 11 | 2.63% | Increased |
|
| 214 |
Vaughan Nelson Investment Management
Houston,
Texas
| $363M | -$35.3M | 4 | 3.55% | Reduced |
|
| 215 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $361M | -$1.26B | 15 | 1.58% | Reduced |
|
| 216 |
NSCM
New South Capital Management
Memphis,
Tennessee
| $359M | -$42.4M | 3 | 16.53% | Reduced |
|
| 217 |
Baird Financial Group
Milwaukee,
Wisconsin
| $357M | -$2.37M | 15 | 0.56% | Reduced |
|
| 218 |
Squarepoint
New York
| $355M | +$62.4M | 28 | 0.38% | Increased |
|
| 219 |
Bahl & Gaynor
Cincinnati,
Ohio
| $352M | -$19.1M | 5 | 1.78% | Reduced |
|
| 220 |
Cooperman Leon G
| $350M | $0 | 1 | 11.6% | Maintained |
|
| 221 |
M&G plc
London,
United Kingdom
| $349M | +$19.8M | 9 | 1.79% | Increased |
|
| 222 |
STT
Singapore Technologies Telemedia
Singapore
| $343M | $0 | 1 | 100% | Maintained |
|
| 223 |
TimesSquare Capital Management
New York
| $340M | +$41.7M | 4 | 5.13% | Increased |
|
| 224 |
Select Equity Group
New York
| $340M | -$187M | 3 | 1.47% | Reduced |
|
| 225 |
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $339M | +$21.6M | 27 | 2.11% | Increased |
|