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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
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$670M -$6.45M 1 5.09% Reduced
52
Canada Life
Canada Life
Manitoba, Canada
$665M +$44.4M 16 1.65% Increased
53
Glenview Capital Management
Glenview Capital Management
New York
$653M +$20.8M 1 3.79% Increased
54
Russell Investments Group
Russell Investments Group
United Kingdom
$648M +$4.52M 21 1.11% Increased
55
Capital Research Global Investors
Capital Research Global Investors
California
$622M -$71.2M 1 0.19% Reduced
56
Baupost Group
Baupost Group
Massachusetts
$602M $0 1 7.5% Maintained
57
Pzena Investment Management
Pzena Investment Management
New York
$586M -$785K 2 3.1% Reduced
58
Lone Pine Capital
Lone Pine Capital
Connecticut
$568M $0 1 2.76% Maintained
59
Renaissance Technologies
Renaissance Technologies
New York
$550M -$36.7M 18 0.65% Reduced
60
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$521M +$15.7M 9 0.74% Increased
61
Aberdeen Group
Aberdeen Group
United Kingdom
$521M +$510M 7 0.95% New
62
APG Asset Management
APG Asset Management
Netherlands
$519M +$69.2M 9 0.85% Increased
63
ACM
AEW Capital Management
Massachusetts
$504M +$120M 2 12.54% Increased
64
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$496M -$5.95M 6 2.68% Reduced
65
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$487M +$16.2M 20 0.62% Increased
66
Prudential Financial
Prudential Financial
New Jersey
$487M +$2.63M 14 0.7% Increased
67
Parnassus Investments
Parnassus Investments
California
$486M +$4.59M 1 1.99% Increased
68
Lyrical Asset Management
Lyrical Asset Management
New York
$483M +$21.2M 2 6.3% Increased
69
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$472M +$19.1M 21 0.51% Increased
70
1832 Asset Management
1832 Asset Management
Ontario, Canada
$468M +$354M 7 1.64% Increased
71
Nuveen
Nuveen
North Carolina
$468M -$95.7M 11 3.06% Reduced
72
AQR Capital Management
AQR Capital Management
Connecticut
$467M -$68.6M 19 0.56% Reduced
73
Raymond James & Associates
Raymond James & Associates
Florida
$467M +$27.8M 20 0.93% Increased
74
California Public Employees Retirement System
California Public Employees Retirement System
California
$466M +$34.4M 22 0.69% Increased
75
CIBC World Market
CIBC World Market
Ontario, Canada
$453M -$50.8M 5 2.17% Reduced