← 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
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$622M +$30.5M 28 0.91% Increased
77
ACM
AEW Capital Management
Massachusetts
$618M +$167M 3 23.25% Increased
78
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$593M +$8.55M 8 1.87% Increased
79
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$588M +$19.2M 1 3.65% Increased
80
SEI Investments
SEI Investments
Pennsylvania
$586M +$4.3M 22 1.27% Increased
81
APG Asset Management
APG Asset Management
Netherlands
$584M -$52.5M 10 1.37% Reduced
82
DZ Bank
DZ Bank
Germany
$581M -$554M 8 1.05% Reduced
83
Brown Advisory
Brown Advisory
Maryland
$578M -$60.1M 10 1.09% Reduced
84
Envestnet Asset Management
Envestnet Asset Management
Illinois
$575M +$20.1M 27 0.32% Increased
85
VOYA Investment Management
VOYA Investment Management
Georgia
$571M -$13.6M 22 1.44% Reduced
86
Stifel Financial
Stifel Financial
Missouri
$569M +$19.4M 23 0.89% Increased
87
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$562M -$9.4M 15 1.05% Reduced
88
Citadel Advisors
Citadel Advisors
Florida
$547M +$217M 41 0.14% Increased
89
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$545M +$117M 3 6.74% Increased
90
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$541M +$35.6M 16 0.82% Increased
91
BC Partners Advisors
BC Partners Advisors
New York
$541M $0 1 4.23% Maintained
92
Viking Global Investors
Viking Global Investors
Connecticut
$539M -$207M 1 2.47% Reduced
93
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$534M -$3.43M 6 1.89% Reduced
94
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$533M +$3.9M 28 0.84% Increased
95
Millennium Management
Millennium Management
New York
$531M +$151M 33 0.33% Increased
96
Allianz Asset Management
Allianz Asset Management
Germany
$530M +$58.6M 16 0.5% Increased
97
STT
Singapore Technologies Telemedia
Singapore
$529M $0 1 100% Maintained
98
CI Investments Inc
CI Investments Inc
Ontario, Canada
$525M -$90.6M 19 2.45% Reduced
99
CIBC World Market
CIBC World Market
Ontario, Canada
$511M -$13.2M 9 1.8% Reduced
100
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$509M +$101M 18 2.16% Increased