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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
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$930M +$18M 32 1.66% Increased
102
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$922M +$13.6M 28 1.02% Increased
103
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$909M +$24.9M 23 1.61% Increased
104
D.E. Shaw & Co
D.E. Shaw & Co
New York
$897M -$271M 27 0.64% Reduced
105
CIBC World Market
CIBC World Market
Ontario, Canada
$888M +$35.3M 15 1.76% Increased
106
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$887M +$83.9M 9 1.82% Increased
107
LPL Financial
LPL Financial
California
$871M +$2.21M 37 0.29% Increased
108
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$868M -$111M 15 0.73% Reduced
109
Westfield Capital Management
Westfield Capital Management
Massachusetts
$866M -$49.1M 4 3.63% Reduced
110
Aberdeen Group
Aberdeen Group
United Kingdom
$854M +$56.9M 12 1.45% Increased
111
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$835M +$58.5M 4 12.66% Increased
112
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$832M +$34.5M 29 1.61% Increased
113
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$817M -$330M 15 0.83% Reduced
114
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$805M -$26.3M 29 1.07% Reduced
115
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$792M -$15.7M 5 0.59% Reduced
116
Axa
Axa
France
$791M +$28.3M 14 2.27% Increased
117
Allianz Asset Management
Allianz Asset Management
Germany
$778M +$39.2M 15 0.93% Increased
118
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$773M +$230M 12 1.51% Increased
119
Winslow Capital Management
Winslow Capital Management
Minnesota
$767M +$612M 3 2.56% Increased
120
Bessemer Group
Bessemer Group
New Jersey
$766M -$774K 24 1.24% Reduced
121
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$758M +$78.7M 30 1.85% Increased
122
Nomura Holdings
Nomura Holdings
Japan
$736M +$95.9M 11 1.53% Increased
123
PGGM Investments
PGGM Investments
Netherlands
$728M -$36.2M 4 12.63% Reduced
124
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$723M -$151M 27 0.65% Reduced
125
Congress Asset Management
Congress Asset Management
Massachusetts
$719M -$14.4M 11 4.93% Reduced