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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
51
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$644M -$87.1M 22 0.79% Reduced
52
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$644M -$9.95M 1 5.84% Reduced
53
Swiss National Bank
Swiss National Bank
Switzerland
$632M +$52M 16 0.75% Increased
54
Glenview Capital Management
Glenview Capital Management
New York
$622M +$110M 1 4.04% Increased
55
Russell Investments Group
Russell Investments Group
United Kingdom
$612M +$60.9M 21 1.09% Increased
56
Canada Life
Canada Life
Manitoba, Canada
$587M -$22.9M 16 1.57% Reduced
57
Lone Pine Capital
Lone Pine Capital
Connecticut
$547M -$66.9M 1 2.78% Reduced
58
Renaissance Technologies
Renaissance Technologies
New York
$544M +$139M 17 0.69% Increased
59
Nuveen
Nuveen
North Carolina
$539M -$92.1M 10 3.46% Reduced
60
Pzena Investment Management
Pzena Investment Management
New York
$523M -$17.7M 2 2.87% Reduced
61
AQR Capital Management
AQR Capital Management
Connecticut
$515M -$20.6M 20 0.68% Reduced
62
Millennium Management
Millennium Management
New York
$503M +$27.9M 19 0.9% Increased
63
CIBC World Market
CIBC World Market
Ontario, Canada
$481M -$95.6M 8 2.05% Reduced
64
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$477M +$30M 6 2.66% Increased
65
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$477M +$6.39M 9 0.7% Increased
66
APG Asset Management
APG Asset Management
Netherlands
$470M +$23.1M 7 0.85% Increased
67
Harris Associates
Harris Associates
Illinois
$462M -$13.2M 1 0.83% Reduced
68
Lyrical Asset Management
Lyrical Asset Management
New York
$461M +$240M 2 6.5% Increased
69
Prudential Financial
Prudential Financial
New Jersey
$451M -$58.6M 14 0.67% Reduced
70
Credit Suisse
Credit Suisse
Switzerland
$449M -$203M 19 0.44% Reduced
71
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$444M +$12.8M 20 0.59% Increased
72
Allianz Asset Management
Allianz Asset Management
Germany
$441M -$30.3M 16 0.42% Reduced
73
Resolution Capital
Resolution Capital
Australia
$437M -$53.6M 3 20.89% Reduced
74
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$431M +$82.6M 21 0.52% Increased
75
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$428M -$122M 9 1.37% Reduced