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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
ClearBridge Investments
ClearBridge Investments
New York
$736M +$58.6M 10 0.65% Increased
52
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$716M +$1.44M 2 5.37% Increased
53
Janus Henderson Group
Janus Henderson Group
$715M -$25.6M 15 0.4% Reduced
54
Parnassus Investments
Parnassus Investments
California
$707M +$2.98M 2 2.79% Increased
55
Renaissance Technologies
Renaissance Technologies
New York
$705M +$19.5M 23 0.64% Increased
56
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$687M -$259M 5 11.23% Reduced
57
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$680M -$40.3M 9 0.63% Reduced
58
Canada Life
Canada Life
Manitoba, Canada
$675M +$23.1M 16 1.79% Increased
59
AQR Capital Management
AQR Capital Management
Connecticut
$651M +$67.8M 18 0.69% Increased
60
Swiss National Bank
Swiss National Bank
Switzerland
$650M +$17.7M 18 0.71% Increased
61
First Manhattan
First Manhattan
New York
$645M -$12.5M 9 3.72% Reduced
62
Nuveen
Nuveen
North Carolina
$631M +$66.9M 12 3.37% Increased
63
CI Investments Inc
CI Investments Inc
Ontario, Canada
$621M -$708K 4 3.48% Reduced
64
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$606M -$18.9M 12 1.34% Reduced
65
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$591M +$20.3M 10 3.67% Increased
66
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$591M -$3.01M 10 1.5% Reduced
67
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$584M +$13.3M 24 0.5% Increased
68
Victory Capital Management
Victory Capital Management
Texas
$560M +$21M 16 1.27% Increased
69
Russell Investments Group
Russell Investments Group
United Kingdom
$551M -$17.4M 24 1.02% Reduced
70
UBS Group
UBS Group
Switzerland
$540M +$90.4M 33 0.22% Increased
71
APG Asset Management
APG Asset Management
Netherlands
$537M -$8.89M 10 0.99% Reduced
72
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$534M +$15M 23 0.68% Increased
73
California Public Employees Retirement System
California Public Employees Retirement System
California
$531M +$18.5M 26 0.65% Increased
74
Raymond James & Associates
Raymond James & Associates
Florida
$522M +$33.2M 19 0.79% Increased
75
Citadel Advisors
Citadel Advisors
Florida
$507M +$65.9M 27 0.25% Increased