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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
101
Fidelity International
Fidelity International
Bermuda
$1.76B -$80.4M 16 1.26% Reduced
102
SG Americas Securities
SG Americas Securities
New York
$1.71B -$529M 38 0.95% Reduced
103
SA
Situational Awareness
California
$1.68B +$114M 6 8.31% Increased
104
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.68B +$473M 30 2.36% Increased
105
Nordea Investment Management
Nordea Investment Management
Sweden
$1.64B +$278M 16 1.34% Increased
106
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$1.64B -$5.49M 23 1.99% Reduced
107
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$1.63B -$354M 9 4.45% Reduced
108
Boston Partners
Boston Partners
Massachusetts
$1.61B -$533M 5 1.43% Reduced
109
Tidal Investments
Tidal Investments
Wisconsin
$1.6B +$276M 35 2.76% Increased
110
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$1.57B +$15.6M 29 2.35% Increased
111
BAMCO Inc
BAMCO Inc
New York
$1.54B -$217M 13 2.32% Reduced
112
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.53B +$22.7M 39 1.41% Increased
113
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.52B +$733M 49 0.12% Increased
114
Aberdeen Group
Aberdeen Group
United Kingdom
$1.5B +$173M 16 2.11% Increased
115
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.48B +$7.9M 15 4.23% Increased
116
Allianz Asset Management
Allianz Asset Management
Germany
$1.48B +$71.6M 22 1.2% Increased
117
VH
V3 Holding
New York
$1.43B -$63.3M 1 100% Reduced
118
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.38B +$17.6M 28 2.11% Increased
119
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$1.38B +$6.13M 4 13% Increased
120
EARNEST Partners
EARNEST Partners
Georgia
$1.36B -$259M 8 4.91% Reduced
121
Renaissance Technologies
Renaissance Technologies
New York
$1.35B -$70.8M 33 1.85% Reduced
122
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.33B -$625M 9 4.33% Reduced
123
Allspring Global Investments
Allspring Global Investments
North Carolina
$1.23B -$111M 26 1.89% Reduced
124
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.23B -$40.6M 40 1.55% Reduced
125
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.2B +$148M 14 1.68% Increased