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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
UBS Group
UBS Group
Switzerland
$872M -$14.7M 43 0.28% Reduced
77
APG Asset Management
APG Asset Management
Netherlands
$826M -$36.1M 10 1.4% Reduced
78
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$806M +$6.42M 26 0.83% Increased
79
Prudential Financial
Prudential Financial
New Jersey
$799M +$57.9M 19 1.1% Increased
80
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$793M -$572K 8 1.95% Reduced
81
Aberdeen Group
Aberdeen Group
United Kingdom
$789M +$116M 15 1.73% Increased
82
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$787M +$55.2M 8 3.47% Increased
83
1WCM
12 West Capital Management
New York
$750M -$16.3M 1 31.44% Reduced
84
AKRE Capital Management
AKRE Capital Management
Virginia
$748M -$4.34M 2 4.61% Reduced
85
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$734M +$32.5M 1 4.37% Increased
86
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$698M +$318K 10 1.08% Increased
87
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$688M -$20.9M 23 0.9% Reduced
88
HSBC Holdings
HSBC Holdings
United Kingdom
$684M +$49.1M 24 0.73% Increased
89
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$677M +$53.6M 22 0.85% Increased
90
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$665M -$272M 7 1.44% Reduced
91
Renaissance Technologies
Renaissance Technologies
New York
$660M +$1.62M 25 0.82% Increased
92
VOYA Investment Management
VOYA Investment Management
Georgia
$652M -$68.9M 24 1.26% Reduced
93
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$647M -$4.6M 1 4.92% Reduced
94
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$646M +$3.97M 4 12.04% Increased
95
Stifel Financial
Stifel Financial
Missouri
$646M +$28.3M 22 0.97% Increased
96
Parnassus Investments
Parnassus Investments
California
$643M +$80.2M 2 1.4% Increased
97
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$641M -$22M 25 0.81% Reduced
98
Barclays
Barclays
United Kingdom
$636M +$130M 29 0.3% Increased
99
Brown Advisory
Brown Advisory
Maryland
$635M +$90.1M 11 0.96% Increased
100
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$629M +$117M 19 1.63% Increased