← All themes

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
76
CIBC World Market
CIBC World Market
Ontario, Canada
$364M -$2.74M 3 1.27% Reduced
77
California Public Employees Retirement System
California Public Employees Retirement System
California
$353M -$23.7M 22 0.48% Reduced
78
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$349M -$108M 8 0.32% Reduced
79
Frontier Capital Management
Frontier Capital Management
Massachusetts
$345M -$6.63M 5 2.54% Reduced
80
Macquarie Group
Macquarie Group
Australia
$339M -$61.4M 12 0.76% Reduced
81
Nuveen
Nuveen
North Carolina
$334M +$19.2M 12 2.03% Increased
82
Prudential Financial
Prudential Financial
New Jersey
$331M +$52M 15 0.58% Increased
83
Canada Life
Canada Life
Manitoba, Canada
$318M -$2.66M 18 1.04% Reduced
84
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$316M -$11.7M 14 0.47% Reduced
85
BlackRock
BlackRock
New York
$313M +$12.9M 19 0.47% Increased
86
Adage Capital Partners
Adage Capital Partners
Massachusetts
$312M -$27.3M 5 0.81% Reduced
87
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$305M +$9.95M 2 0.41% Increased
88
Barclays
Barclays
United Kingdom
$304M -$10.7M 20 0.32% Reduced
89
Charles Schwab
Charles Schwab
California
$303M -$5.31M 17 0.51% Reduced
90
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$302M +$46.7M 20 0.46% Increased
91
Parnassus Investments
Parnassus Investments
California
$293M +$14.5M 3 2.57% Increased
92
SC
Schooner Capital
Florida
$293M $0 1 95.45% Maintained
93
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$287M -$8.59M 1 3.81% Reduced
94
Royce & Associates
Royce & Associates
New York
$286M +$4.78M 7 0.85% Increased
95
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$285M -$9.65M 5 0.35% Reduced
96
Davis Selected Advisers
Davis Selected Advisers
Arizona
$277M -$54.6M 1 0.82% Reduced
97
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$277M +$135M 2 1.42% Increased
98
Calamos Advisors
Calamos Advisors
Illinois
$272M -$56.2M 4 1.72% Reduced
99
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$267M +$11.6M 7 0.62% Increased
100
ClearBridge Investments
ClearBridge Investments
New York
$262M -$1.53M 5 0.3% Reduced