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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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$762M -$3.05M 27 0.94% Reduced
102
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$755M +$175M 4 11.55% Increased
103
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$754M +$17.2M 6 2.93% Increased
104
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$749M -$340M 27 0.71% Reduced
105
PGGM Investments
PGGM Investments
Netherlands
$747M +$10.1M 9 10.07% Increased
106
CIBC World Market
CIBC World Market
Ontario, Canada
$726M +$30.7M 11 1.55% Increased
107
Aberdeen Group
Aberdeen Group
United Kingdom
$717M -$242M 12 1.4% Reduced
108
Alyeska Investment Group
Alyeska Investment Group
Illinois
$714M +$310M 11 2.85% Increased
109
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$695M +$1.22M 29 1.47% Increased
110
LPL Financial
LPL Financial
California
$693M +$64.5M 34 0.27% Increased
111
BAMCO Inc
BAMCO Inc
New York
$692M -$215M 8 2.03% Reduced
112
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$687M -$10.3M 29 1.01% Reduced
113
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$675M -$207M 11 1.51% Reduced
114
Axa
Axa
France
$650M -$53.7M 14 2.14% Reduced
115
Nordea Investment Management
Nordea Investment Management
Sweden
$644M +$221M 12 0.68% Increased
116
Bessemer Group
Bessemer Group
New Jersey
$636M -$61.6M 25 1.14% Reduced
117
Nomura Holdings
Nomura Holdings
Japan
$625M +$118M 14 1.17% Increased
118
Asset Management One
Asset Management One
Japan
$619M +$18M 16 2.14% Increased
119
Victory Capital Management
Victory Capital Management
Texas
$619M -$78.6M 28 0.63% Reduced
120
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$606M -$16.3M 5 0.53% Reduced
121
Allianz Asset Management
Allianz Asset Management
Germany
$591M -$2.92M 15 0.77% Reduced
122
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$590M -$67.8M 28 1.26% Reduced
123
Select Equity Group
Select Equity Group
New York
$586M -$252M 3 2.53% Reduced
124
Balyasny Asset Management
Balyasny Asset Management
Illinois
$572M +$82.8M 23 0.95% Increased
125
Westfield Capital Management
Westfield Capital Management
Massachusetts
$571M -$162M 5 2.78% Reduced