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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
Corient Private Wealth
Corient Private Wealth
Florida
$495M -$186M 29 0.71% Reduced
202
Woodline Partners
Woodline Partners
California
$488M -$3.01M 16 1.85% Reduced
203
TimesSquare Capital Management
TimesSquare Capital Management
New York
$488M +$53.8M 5 8.27% Increased
204
Truist Financial
Truist Financial
North Carolina
$485M +$48.4M 26 0.65% Increased
205
TCW Group
TCW Group
California
$483M +$14.5M 12 3.64% Increased
206
Holocene Advisors
Holocene Advisors
New York
$481M +$318M 15 1.16% Increased
207
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$475M -$81.3M 17 3.05% Reduced
208
Alyeska Investment Group
Alyeska Investment Group
Illinois
$469M -$184M 11 1.33% Reduced
209
Davenport & Co
Davenport & Co
Virginia
$469M -$61.9M 17 2.55% Reduced
210
Select Equity Group
Select Equity Group
New York
$466M +$67.9M 4 2.38% Increased
211
Quantinno Capital Management
Quantinno Capital Management
New York
$460M +$118M 34 0.77% Increased
212
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$460M +$174M 17 1.43% Increased
213
Lyrical Asset Management
Lyrical Asset Management
New York
$456M -$36.9M 1 6.95% Reduced
214
Bridgewater Associates
Bridgewater Associates
Connecticut
$455M +$60.9M 21 2.03% Increased
215
Jennison Associates
Jennison Associates
New York
$444M +$179M 13 0.31% Increased
216
Gotham Asset Management
Gotham Asset Management
New York
$442M +$30.3M 19 1.35% Increased
217
HighTower Advisors
HighTower Advisors
Illinois
$435M +$11.2M 36 0.46% Increased
218
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$435M +$3.58M 27 1.68% Increased
219
Voloridge Investment Management
Voloridge Investment Management
Florida
$431M -$122M 14 1.73% Reduced
220
Baird Financial Group
Baird Financial Group
Wisconsin
$428M -$1.21M 17 0.67% Reduced
221
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$428M -$117M 26 1.43% Reduced
222
ACM
Adelante Capital Management
California
$426M +$4.01M 4 29.13% Increased
223
Vontobel Holding
Vontobel Holding
Switzerland
$407M +$33.9M 24 1.4% Increased
224
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$406M +$245M 17 0.62% Increased
225
Rafferty Asset Management
Rafferty Asset Management
New York
$398M -$96.9M 16 1.62% Reduced