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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
$534M -$25.7M 25 0.88% Reduced
102
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$532M +$6.03M 14 1.34% Increased
103
BAMCO Inc
BAMCO Inc
New York
$527M -$7.43M 8 1.58% Reduced
104
Barclays
Barclays
United Kingdom
$519M -$213M 33 0.24% Reduced
105
Allianz Asset Management
Allianz Asset Management
Germany
$513M +$20.9M 17 0.91% Increased
106
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$509M +$30.5M 17 2.12% Increased
107
APG Asset Management
APG Asset Management
Netherlands
$507M -$108M 8 1.08% Reduced
108
CI Investments Inc
CI Investments Inc
Ontario, Canada
$492M +$44.6M 17 2.48% Increased
109
GJL
Gendell Jeffrey L
$492M $0 1 46.03% Maintained
110
Natixis Advisors
Natixis Advisors
Massachusetts
$489M +$21.1M 16 1.68% Increased
111
Axa
Axa
France
$489M -$24.4M 14 1.68% Reduced
112
Congress Asset Management
Congress Asset Management
Massachusetts
$477M -$7.18M 7 4.45% Reduced
113
STRS Ohio
STRS Ohio
Ohio
$473M -$77.8M 21 2.05% Reduced
114
HRES
Heitman Real Estate Securities
Illinois
$470M +$77.1M 3 23.6% Increased
115
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$468M +$299M 8 0.76% Increased
116
Artisan Partners
Artisan Partners
Wisconsin
$466M -$41M 2 0.77% Reduced
117
Eagle Asset Management
Eagle Asset Management
Florida
$464M +$47.1M 5 2.71% Increased
118
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$460M -$11.8M 2 1.78% Reduced
119
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$451M -$7.44M 3 17.89% Reduced
120
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$415M -$546K 1 2.44% Reduced
121
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$413M -$3.93M 20 0.96% Reduced
122
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$413M -$67.9M 12 0.61% Reduced
123
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$410M +$35.4M 16 0.98% Increased
124
National Pension Service
National Pension Service
South Korea
$407M +$12.6M 6 0.74% Increased
125
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$405M -$5.92M 15 0.95% Reduced