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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
Bessemer Group
Bessemer Group
New Jersey
$744M -$15.7M 18 1.63% Reduced
77
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$725M -$7.37M 1 4.71% Reduced
78
Stifel Financial
Stifel Financial
Missouri
$714M -$1.59M 23 1% Reduced
79
Brown Advisory
Brown Advisory
Maryland
$712M -$6.21M 15 1.17% Reduced
80
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$710M +$5M 10 2.64% Increased
81
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$695M +$670M 16 1.99% Increased
82
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$695M -$39.4M 26 1% Reduced
83
Fidelity International
Fidelity International
Bermuda
$691M -$225M 8 0.81% Reduced
84
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$676M -$106M 16 1.14% Reduced
85
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$676M +$11M 10 1.78% Increased
86
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$662M +$207M 5 0.6% Increased
87
Millennium Management
Millennium Management
New York
$657M -$190M 32 0.33% Reduced
88
AKRE Capital Management
AKRE Capital Management
Virginia
$646M -$14.9M 2 5.61% Reduced
89
Adage Capital Partners
Adage Capital Partners
Massachusetts
$639M +$161M 9 1.45% Increased
90
PGGM Investments
PGGM Investments
Netherlands
$636M +$32.7M 7 10.98% Increased
91
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$632M +$12.6M 15 1.46% Increased
92
ACM
AEW Capital Management
Massachusetts
$630M +$25.2M 4 26.35% Increased
93
VOYA Investment Management
VOYA Investment Management
Georgia
$628M -$53M 25 0.69% Reduced
94
Aberdeen Group
Aberdeen Group
United Kingdom
$628M -$62M 12 1.6% Reduced
95
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$624M -$32.8M 25 0.96% Reduced
96
Allspring Global Investments
Allspring Global Investments
North Carolina
$615M +$92.6M 23 1.09% Increased
97
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$611M -$6.69M 1 3.1% Reduced
98
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$592M -$39.5M 14 1.4% Reduced
99
Axa
Axa
France
$589M +$12.7M 16 2.07% Increased
100
Bahl & Gaynor
Bahl & Gaynor
Ohio
$582M -$10.6M 5 3.72% Reduced