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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
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.02B -$46.5M 1 5.58% Reduced
102
Canada Life
Canada Life
Manitoba, Canada
$1.01B +$449K 18 1.45% Increased
103
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.01B -$1.82M 29 1.04% Reduced
104
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$1.01B $0 15 1.7% Maintained
105
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1B -$91.7M 38 0.54% Reduced
106
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$998M -$35.6M 20 2.89% Reduced
107
Brown Advisory
Brown Advisory
Maryland
$989M -$152M 18 1.29% Reduced
108
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$966M -$5.9M 6 0.72% Reduced
109
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$951M -$24.6M 26 1.58% Reduced
110
Aberdeen Group
Aberdeen Group
United Kingdom
$943M +$49.5M 14 1.49% Increased
111
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$936M +$17M 12 0.57% Increased
112
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$929M +$23M 29 1.2% Increased
113
Lazard Asset Management
Lazard Asset Management
New York
$915M +$164M 19 1.23% Increased
114
AXA Investment Managers
AXA Investment Managers
France
$901M +$859M 16 2.43% New
115
Alyeska Investment Group
Alyeska Investment Group
Illinois
$897M +$89.2M 11 2.71% Increased
116
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$895M -$82.8M 9 1.58% Reduced
117
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$893M +$133M 14 0.56% Increased
118
Congress Asset Management
Congress Asset Management
Massachusetts
$892M -$17.6M 10 5.93% Reduced
119
VARA
Value Aligned Research Advisors
New Jersey
$888M +$227M 10 10.84% Increased
120
Adage Capital Partners
Adage Capital Partners
Massachusetts
$882M -$56.6M 10 1.4% Reduced
121
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$873M +$28.8M 4 12.45% Increased
122
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$871M +$57.4M 14 1.58% Increased
123
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$859M -$4.39M 31 1.97% Reduced
124
Allianz Asset Management
Allianz Asset Management
Germany
$857M -$31.4M 15 0.96% Reduced
125
Allspring Global Investments
Allspring Global Investments
North Carolina
$842M +$4.57M 16 1.35% Increased