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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
26
Lazard Asset Management
Lazard Asset Management
New York
$1.29B -$68.5M 8 2.38% Reduced
27
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.29B -$125M 29 1.22% Reduced
28
Charles Schwab
Charles Schwab
California
$1.28B +$25.8M 24 0.98% Increased
29
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.26B -$76.8M 20 0.21% Reduced
30
Ameriprise
Ameriprise
Minnesota
$1.17B -$41.9M 22 0.58% Reduced
31
Boston Partners
Boston Partners
Massachusetts
$1.17B -$59.5M 7 1.67% Reduced
32
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.16B +$56M 6 0.56% Increased
33
Legal & General Group
Legal & General Group
United Kingdom
$1.09B +$59.6M 27 0.85% Increased
34
Capital International Investors
Capital International Investors
California
$1.06B +$57M 4 0.53% Increased
35
Edgewood Management
Edgewood Management
Connecticut
$1.04B +$254M 1 4.26% Increased
36
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$921M -$986K 7 14.71% Reduced
37
Neuberger Berman Group
Neuberger Berman Group
New York
$895M -$83.8M 16 1.25% Reduced
38
Fidelity International
Fidelity International
Bermuda
$873M +$6.82M 8 1.55% Increased
39
TD Asset Management
TD Asset Management
Ontario, Canada
$873M -$7.21M 14 1.52% Reduced
40
American Century Companies
American Century Companies
Missouri
$833M +$44.8M 13 0.95% Increased
41
PGGM Investments
PGGM Investments
Netherlands
$833M +$22.9M 3 4.83% Increased
42
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$804M -$110M 3 13.09% Reduced
43
UBS AM
UBS AM
Illinois
$789M -$385K 20 0.68% Reduced
44
Teachers Advisors
Teachers Advisors
New York
$739M +$25M 22 1.04% Increased
45
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$706M +$324M 12 1.57% Increased
46
OppenheimerFunds
OppenheimerFunds
New York
$672M +$84.8M 14 0.96% Increased
47
AllianceBernstein
AllianceBernstein
Tennessee
$654M -$29.8M 22 0.49% Reduced
48
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$638M -$15.7M 23 0.51% Reduced
49
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$637M -$29.1M 17 0.8% Reduced
50
Parnassus Investments
Parnassus Investments
California
$637M +$215M 2 2.77% Increased