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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
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$897M +$932M 15 1.77% New
102
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$891M $0 15 1.65% Maintained
103
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$889M -$22M 27 1.04% Reduced
104
AQR Capital Management
AQR Capital Management
Connecticut
$887M +$28M 25 1.14% Increased
105
Canada Life
Canada Life
Manitoba, Canada
$864M +$94.8M 17 1.49% Increased
106
Allspring Global Investments
Allspring Global Investments
North Carolina
$846M -$63.2M 19 1.36% Reduced
107
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$821M -$164M 10 2.6% Reduced
108
Victory Capital Management
Victory Capital Management
Texas
$819M -$1.76M 28 0.8% Reduced
109
PGGM Investments
PGGM Investments
Netherlands
$817M -$1.95M 9 10.87% Reduced
110
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$815M -$219K 29 1.09% Reduced
111
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$803M +$56.6M 29 1.7% Increased
112
VanEck Associates
VanEck Associates
New York
$794M +$323M 22 1.02% Increased
113
Axa
Axa
France
$787M +$80.4M 15 2.39% Increased
114
Bessemer Group
Bessemer Group
New Jersey
$784M -$60M 25 1.28% Reduced
115
CIBC World Market
CIBC World Market
Ontario, Canada
$771M -$32.5M 11 1.62% Reduced
116
LPL Financial
LPL Financial
California
$743M +$92.3M 33 0.3% Increased
117
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$741M -$169M 5 0.57% Reduced
118
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$726M +$209M 16 0.58% Increased
119
Citigroup
Citigroup
New York
$724M -$24.7M 38 0.43% Reduced
120
Renaissance Technologies
Renaissance Technologies
New York
$707M -$120M 19 1.05% Reduced
121
Natixis Advisors
Natixis Advisors
Massachusetts
$705M -$38.5M 19 1.32% Reduced
122
D.E. Shaw & Co
D.E. Shaw & Co
New York
$705M +$82.1M 25 0.52% Increased
123
Allianz Asset Management
Allianz Asset Management
Germany
$683M +$52.2M 18 0.91% Increased
124
Asset Management One
Asset Management One
Japan
$676M +$23.9M 16 2.32% Increased
125
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$664M -$41.4M 4 11.76% Reduced