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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
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$1.25B -$243M 18 2.15% Reduced
102
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.21B +$15.3M 33 1.28% Increased
103
EARNEST Partners
EARNEST Partners
Georgia
$1.21B -$63.8M 7 4.99% Reduced
104
VanEck Associates
VanEck Associates
New York
$1.19B +$99.6M 28 0.89% Increased
105
Nordea Investment Management
Nordea Investment Management
Sweden
$1.18B +$81.6M 15 1.11% Increased
106
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.18B -$65.8M 9 0.81% Reduced
107
Aberdeen Group
Aberdeen Group
United Kingdom
$1.17B +$64.8M 14 1.88% Increased
108
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$1.16B $0 15 1.92% Maintained
109
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.16B +$2.72M 26 2% Increased
110
Allspring Global Investments
Allspring Global Investments
North Carolina
$1.15B +$13.8M 22 1.93% Increased
111
Two Sigma Investments
Two Sigma Investments
New York
$1.12B +$232M 32 0.91% Increased
112
Allianz Asset Management
Allianz Asset Management
Germany
$1.11B +$50.7M 17 1.16% Increased
113
First Manhattan
First Manhattan
New York
$1.09B -$52.3M 10 3.03% Reduced
114
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.08B +$518M 33 2.36% Increased
115
CIBC World Market
CIBC World Market
Ontario, Canada
$1.07B +$35.7M 21 1.75% Increased
116
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.05B -$63.9M 14 3.44% Reduced
117
Boston Partners
Boston Partners
Massachusetts
$1.05B +$15M 5 1.1% Increased
118
Canada Life
Canada Life
Manitoba, Canada
$1.03B +$17.9M 18 1.84% Increased
119
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.03B +$415M 3 8.18% Increased
120
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.02B -$37.7M 32 0.88% Reduced
121
Hood River Capital Management
Hood River Capital Management
Florida
$1.02B +$20.7M 6 10.25% Increased
122
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$1.02B -$46.5M 15 2.99% Reduced
123
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$1.01B -$37M 4 15.02% Reduced
124
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.01B -$252M 20 1.63% Reduced
125
Congress Asset Management
Congress Asset Management
Massachusetts
$999M -$56.9M 13 7.16% Reduced