← 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
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$390M -$33.4M 7 1.51% Reduced
77
BlackRock Investment Management
BlackRock Investment Management
Delaware
$385M -$1.78M 21 0.47% Reduced
78
California Public Employees Retirement System
California Public Employees Retirement System
California
$383M -$6.66M 22 0.63% Reduced
79
Swiss National Bank
Swiss National Bank
Switzerland
$382M -$2.1M 16 0.61% Reduced
80
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$378M -$8.61M 19 0.55% Reduced
81
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$374M +$3.62M 8 0.61% Increased
82
Epoch Investment Partners
Epoch Investment Partners
New York
$371M -$82.3M 2 1.38% Reduced
83
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$370M -$30M 21 0.56% Reduced
84
Capital Guardian Trust
Capital Guardian Trust
California
$361M -$70.1M 8 2.72% Reduced
85
JSP
Jackson Square Partners
California
$353M -$111M 1 1.58% Reduced
86
AQR Capital Management
AQR Capital Management
Connecticut
$349M +$32.4M 19 0.53% Increased
87
Renaissance Technologies
Renaissance Technologies
New York
$346M -$27.4M 20 0.61% Reduced
88
SA
SQ Advisors
Florida
$344M -$74.6M 1 13.71% Reduced
89
ACM
AEW Capital Management
Massachusetts
$331M -$2.19M 1 6.88% Reduced
90
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$323M -$16.2M 1 3.39% Reduced
91
Coatue Management
Coatue Management
New York
$321M -$12.8M 1 3.94% Reduced
92
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$313M +$16.7M 8 0.65% Increased
93
BlackRock Advisors
BlackRock Advisors
Delaware
$312M -$133M 20 0.32% Reduced
94
VOYA Investment Management
VOYA Investment Management
Georgia
$303M -$61.2M 16 0.57% Reduced
95
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$298M +$2.53M 17 0.61% Increased
96
1832 Asset Management
1832 Asset Management
Ontario, Canada
$295M -$4.13M 4 1.11% Reduced
97
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$293M +$79.5M 4 4.11% Increased
98
William Blair Investment Management
William Blair Investment Management
Illinois
$290M -$2.27M 2 1.1% Reduced
99
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$285M -$3.48M 2 0.43% Reduced
100
Adage Capital Partners
Adage Capital Partners
Massachusetts
$280M -$46.7M 7 0.77% Reduced