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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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$854M -$67.1M 14 1.76% Reduced
52
PGGM Investments
PGGM Investments
Netherlands
$827M $0 3 3.94% Maintained
53
Primecap Management
Primecap Management
California
$825M -$16.7M 2 0.66% Reduced
54
ClearBridge Investments
ClearBridge Investments
New York
$806M -$105M 10 0.7% Reduced
55
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$786M +$92.7M 1 4.42% Increased
56
Canada Life
Canada Life
Manitoba, Canada
$746M -$50.9M 10 1.77% Reduced
57
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$745M +$45.6M 24 0.6% Increased
58
California Public Employees Retirement System
California Public Employees Retirement System
California
$745M +$121M 26 0.74% Increased
59
Credit Suisse
Credit Suisse
Switzerland
$736M +$193M 24 0.62% Increased
60
Swiss National Bank
Swiss National Bank
Switzerland
$736M +$13.2M 20 0.78% Increased
61
AQR Capital Management
AQR Capital Management
Connecticut
$721M -$74.9M 19 0.85% Reduced
62
First Manhattan
First Manhattan
New York
$718M -$1.58M 9 3.96% Reduced
63
Parnassus Investments
Parnassus Investments
California
$715M +$64.9M 3 2.59% Increased
64
Renaissance Technologies
Renaissance Technologies
New York
$710M -$57.8M 22 0.6% Reduced
65
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$702M +$18.3M 11 4.12% Increased
66
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$702M +$22.5M 10 1.71% Increased
67
APG Asset Management
APG Asset Management
Netherlands
$685M +$4.47M 11 1.13% Increased
68
Russell Investments Group
Russell Investments Group
United Kingdom
$681M +$20.1M 22 1.32% Increased
69
Raymond James & Associates
Raymond James & Associates
Florida
$644M +$41.1M 21 0.9% Increased
70
Aberdeen Group
Aberdeen Group
United Kingdom
$633M +$108M 7 1.58% Increased
71
Allianz Asset Management
Allianz Asset Management
Germany
$631M +$34.4M 17 0.62% Increased
72
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$593M +$43.9M 4 12.71% Increased
73
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$588M -$13.1M 21 0.74% Reduced
74
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$575M +$17.7M 2 4% Increased
75
Prudential Financial
Prudential Financial
New Jersey
$565M +$41M 16 0.89% Increased