← 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
Asset Management One
Asset Management One
Japan
$471M +$19.9M 11 1.04% Increased
77
Credit Suisse
Credit Suisse
Switzerland
$471M +$15.9M 20 0.42% Increased
78
CIBC World Market
CIBC World Market
Ontario, Canada
$463M -$13.7M 6 2.1% Reduced
79
APG Asset Management
APG Asset Management
Netherlands
$458M +$14M 9 0.84% Increased
80
Barclays
Barclays
United Kingdom
$451M +$103M 26 0.37% Increased
81
Raymond James & Associates
Raymond James & Associates
Florida
$447M -$24.9M 19 0.82% Reduced
82
Epoch Investment Partners
Epoch Investment Partners
New York
$432M +$7.95M 4 1.43% Increased
83
ACM
AEW Capital Management
Massachusetts
$410M -$93M 2 10.62% Reduced
84
UBS Group
UBS Group
Switzerland
$406M +$1.32M 32 0.17% Increased
85
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$402M -$31.6M 8 1.03% Reduced
86
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$394M -$4.04M 1 3.26% Reduced
87
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$392M +$61.3K 9 0.68% Increased
88
Resolution Capital
Resolution Capital
Australia
$390M -$17.3M 4 17.41% Reduced
89
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$389M +$13.7M 9 1.15% Increased
90
Guggenheim Capital
Guggenheim Capital
Illinois
$381M +$23.7M 18 0.9% Increased
91
CI Investments Inc
CI Investments Inc
Ontario, Canada
$377M -$10.8M 6 3.86% Reduced
92
ACI
AMP Capital Investors
Australia
$370M +$24.8M 11 1.99% Increased
93
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$370M -$59M 10 0.69% Reduced
94
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$369M +$22.8M 4 5.27% Increased
95
VOYA Investment Management
VOYA Investment Management
Georgia
$363M +$55.8M 18 0.75% Increased
96
First Trust Advisors
First Trust Advisors
Illinois
$362M +$30.4M 17 0.86% Increased
97
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$358M +$7.14M 19 0.73% Increased
98
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$345M +$9.54M 14 0.95% Increased
99
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$344M +$32M 9 0.98% Increased
100
Frontier Capital Management
Frontier Capital Management
Massachusetts
$344M -$27.3M 4 2.51% Reduced