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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
STRS Ohio
STRS Ohio
Ohio
$478M -$629K 20 2% Reduced
102
AKRE Capital Management
AKRE Capital Management
Virginia
$477M +$90.4M 2 3.36% Increased
103
Stifel Financial
Stifel Financial
Missouri
$468M +$7.16M 23 0.96% Increased
104
ACM
AEW Capital Management
Massachusetts
$467M +$41.4M 3 18.48% Increased
105
Barclays
Barclays
United Kingdom
$464M +$34.7M 25 0.28% Increased
106
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$458M -$30.9M 4 7.1% Reduced
107
ACM
Adelante Capital Management
California
$452M -$665K 4 26.56% Reduced
108
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$430M -$22.1M 18 1.07% Reduced
109
AQR Capital Management
AQR Capital Management
Connecticut
$425M -$26.3M 22 0.72% Reduced
110
D.E. Shaw & Co
D.E. Shaw & Co
New York
$415M +$14.3M 22 0.42% Increased
111
Macquarie Group
Macquarie Group
Australia
$409M -$3.67M 22 0.69% Reduced
112
CIBC World Market
CIBC World Market
Ontario, Canada
$408M -$1.73M 7 1.77% Reduced
113
Wasatch Advisors
Wasatch Advisors
Utah
$402M -$7.63M 4 2.55% Reduced
114
VOYA Investment Management
VOYA Investment Management
Georgia
$396M +$34.4M 22 0.88% Increased
115
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$394M -$21.9M 7 1.26% Reduced
116
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$391M +$3.7M 16 0.99% Increased
117
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$389M -$7.02M 19 1.54% Reduced
118
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$383M -$25.7M 1 2.67% Reduced
119
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$382M +$297K 21 0.87% Increased
120
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$382M +$34.3M 15 1.49% Increased
121
HSBC Holdings
HSBC Holdings
United Kingdom
$381M +$69.3M 21 0.61% Increased
122
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$374M +$9.77M 5 1.11% Increased
123
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$373M +$83.1M 13 1.65% Increased
124
Putnam Investments
Putnam Investments
Massachusetts
$372M +$87.1M 9 0.73% Increased
125
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$369M -$9.14M 16 0.89% Reduced