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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
76
Epoch Investment Partners
Epoch Investment Partners
New York
$417M +$121M 2 1.58% Increased
77
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$416M -$30.5M 2 3.23% Reduced
78
Renaissance Technologies
Renaissance Technologies
New York
$409M +$6.27M 18 0.78% Increased
79
Parnassus Investments
Parnassus Investments
California
$408M +$3.9M 1 2.62% Increased
80
Russell Frank Company
Russell Frank Company
Washington
$402M +$3.67M 20 0.71% Increased
81
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$375M -$18.4M 8 1.51% Reduced
82
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$373M -$48.2M 8 2.3% Reduced
83
Macquarie Group
Macquarie Group
Australia
$356M -$110M 12 0.72% Reduced
84
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$356M +$21.7M 21 0.58% Increased
85
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$352M -$6.17M 1 4.09% Reduced
86
California Public Employees Retirement System
California Public Employees Retirement System
California
$351M +$183K 22 0.57% Increased
87
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$332M +$19.7M 8 0.58% Increased
88
BlackRock
BlackRock
New York
$317M -$1.63M 21 0.51% Reduced
89
Victory Capital Management
Victory Capital Management
Texas
$313M +$42.2M 13 1.29% Increased
90
AQR Capital Management
AQR Capital Management
Connecticut
$310M -$17.5M 18 0.56% Reduced
91
VOYA Investment Management
VOYA Investment Management
Georgia
$309M +$70.2M 17 0.77% Increased
92
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$305M +$1.57M 3 0.47% Increased
93
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$296M +$1.19M 18 0.45% Increased
94
VVP
Vulcan Value Partners
Alabama
$294M -$33.1M 1 2.64% Reduced
95
BlackRock Investment Management
BlackRock Investment Management
Delaware
$293M +$1.89M 21 0.38% Increased
96
abrdn Investment Management
abrdn Investment Management
United Kingdom
$291M -$11.9M 1 1.33% Reduced
97
Security Capital Research & Management
Security Capital Research & Management
Illinois
$291M +$11.7M 1 9.24% Increased
98
William Blair Investment Management
William Blair Investment Management
Illinois
$282M -$16.8M 2 1.12% Reduced
99
Frontier Capital Management
Frontier Capital Management
Massachusetts
$280M +$7.63M 4 2.23% Increased
100
ACM
AEW Capital Management
Massachusetts
$280M -$2M 1 5.74% Reduced