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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
Allspring Global Investments
Allspring Global Investments
North Carolina
$460M +$73.1M 28 0.78% Increased
102
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$455M +$33.9M 1 2.97% Increased
103
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$450M -$20.7M 3 1.69% Reduced
104
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$449M +$35.4M 14 0.71% Increased
105
Allianz Asset Management
Allianz Asset Management
Germany
$442M +$73.1M 14 0.86% Increased
106
Citigroup
Citigroup
New York
$441M -$21.5M 37 0.35% Reduced
107
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$436M -$51.9M 17 1.89% Reduced
108
Bahl & Gaynor
Bahl & Gaynor
Ohio
$436M -$12.3M 5 2.72% Reduced
109
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$430M +$64M 3 17.64% Increased
110
Natixis Advisors
Natixis Advisors
Massachusetts
$419M +$92.3M 16 1.58% Increased
111
CI Investments Inc
CI Investments Inc
Ontario, Canada
$409M -$93.6M 16 2.07% Reduced
112
GJL
Gendell Jeffrey L
$406M $0 1 35.94% Maintained
113
Adage Capital Partners
Adage Capital Partners
Massachusetts
$406M -$48.9M 8 0.97% Reduced
114
Congress Asset Management
Congress Asset Management
Massachusetts
$405M +$85.5M 7 4.06% Increased
115
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$402M -$106M 1 2.43% Reduced
116
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$382M -$13.3M 21 1.23% Reduced
117
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$377M +$9.75M 20 0.92% Increased
118
Artisan Partners
Artisan Partners
Wisconsin
$375M +$12.4M 2 0.66% Increased
119
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$372M +$20.7M 15 0.91% Increased
120
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$365M +$15.3M 19 1.38% Increased
121
National Pension Service
National Pension Service
South Korea
$363M +$37.2M 6 0.71% Increased
122
CIBC World Market
CIBC World Market
Ontario, Canada
$360M -$78.3M 9 1.27% Reduced
123
HRES
Heitman Real Estate Securities
Illinois
$355M +$87.8M 3 18.88% Increased
124
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$354M +$47.4M 9 1.54% Increased
125
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$351M -$7.19M 17 0.71% Reduced