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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
UBS Group
UBS Group
Switzerland
$333M -$46.7M 32 0.14% Reduced
102
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$322M -$3.9M 15 0.93% Reduced
103
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$318M -$20.2M 10 0.94% Reduced
104
VOYA Investment Management
VOYA Investment Management
Georgia
$309M -$35.1M 17 0.66% Reduced
105
Macquarie Group
Macquarie Group
Australia
$306M +$23.4M 16 0.56% Increased
106
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$304M +$66.7M 1 3.62% Increased
107
Resolution Capital
Resolution Capital
Australia
$303M -$79.3M 2 13.92% Reduced
108
Federated Hermes
Federated Hermes
Pennsylvania
$299M -$25M 14 0.87% Reduced
109
Stifel Financial
Stifel Financial
Missouri
$290M +$13.4M 18 0.92% Increased
110
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$288M -$1.62M 4 5.83% Reduced
111
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$287M -$10.2M 20 0.62% Reduced
112
Baupost Group
Baupost Group
Massachusetts
$279M +$14.5M 1 2.69% Increased
113
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$279M +$129M 13 0.48% Increased
114
Fred Alger Management
Fred Alger Management
New York
$276M +$2.18M 9 1.28% Increased
115
Davenport & Co
Davenport & Co
Virginia
$275M +$31M 3 3.39% Increased
116
Barings
Barings
North Carolina
$265M +$20.7M 8 3.81% Increased
117
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$253M -$1.86M 13 0.62% Reduced
118
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$250M -$16M 7 1.29% Reduced
119
Sentry Investments
Sentry Investments
Ontario, Canada
$249M -$20.9M 3 3.72% Reduced
120
OppenheimerFunds
OppenheimerFunds
New York
$248M -$38.5M 14 0.31% Reduced
121
JSP
Jackson Square Partners
California
$247M -$9.81M 1 1.24% Reduced
122
SEI Investments
SEI Investments
Pennsylvania
$245M -$37.9M 20 0.94% Reduced
123
STRS Ohio
STRS Ohio
Ohio
$244M +$33.4M 17 1.08% Increased
124
USS Investment Management
USS Investment Management
United Kingdom
$240M +$98.3M 1 2.67% Increased
125
Lyrical Asset Management
Lyrical Asset Management
New York
$236M +$17.6M 1 2.88% Increased