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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
Security Capital Research & Management
Security Capital Research & Management
Illinois
$438M +$50.1M 3 18.53% Increased
102
Stifel Financial
Stifel Financial
Missouri
$430M +$12.7M 23 0.99% Increased
103
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$422M -$3.88M 17 1.17% Reduced
104
AQR Capital Management
AQR Capital Management
Connecticut
$411M -$143M 22 0.66% Reduced
105
ACM
Adelante Capital Management
California
$410M +$6.04M 3 24.22% Increased
106
Nordea Investment Management
Nordea Investment Management
Sweden
$407M +$199M 10 0.42% Increased
107
CIBC World Market
CIBC World Market
Ontario, Canada
$407M +$6.74M 7 1.84% Increased
108
Barclays
Barclays
United Kingdom
$403M +$28.3M 26 0.31% Increased
109
ACM
AEW Capital Management
Massachusetts
$399M +$62.3M 3 18.41% Increased
110
D.E. Shaw & Co
D.E. Shaw & Co
New York
$385M +$11.8M 22 0.46% Increased
111
Macquarie Group
Macquarie Group
Australia
$383M -$7.25M 22 0.66% Reduced
112
AKRE Capital Management
AKRE Capital Management
Virginia
$382M +$23.4M 2 2.88% Increased
113
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$378M +$81.4M 1 2.77% Increased
114
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$374M -$10.9M 7 1.31% Reduced
115
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$372M +$6.18M 19 1.55% Increased
116
SEI Investments
SEI Investments
Pennsylvania
$366M -$14.8M 25 1.14% Reduced
117
Citigroup
Citigroup
New York
$362M +$79.3M 31 0.28% Increased
118
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$359M +$10.6M 16 0.98% Increased
119
Pacer Advisors
Pacer Advisors
Pennsylvania
$354M +$130M 12 7.17% Increased
120
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$353M +$12.3M 21 0.87% Increased
121
Wasatch Advisors
Wasatch Advisors
Utah
$352M -$29.6M 4 2.54% Reduced
122
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$351M +$12M 16 0.88% Increased
123
Adage Capital Partners
Adage Capital Partners
Massachusetts
$336M -$206M 8 0.86% Reduced
124
VOYA Investment Management
VOYA Investment Management
Georgia
$333M +$73.5M 23 0.77% Increased
125
Epoch Investment Partners
Epoch Investment Partners
New York
$326M +$39.1M 3 1.68% Increased