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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
126
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$408M +$23M 16 1.32% Increased
127
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$402M +$4.53M 21 0.82% Increased
128
IAM
Iridian Asset Management
Connecticut
$395M +$88.6M 4 7.18% Increased
129
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$390M -$20.2M 20 1.38% Reduced
130
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$388M +$22.6M 2 2.94% Increased
131
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$387M +$5.25M 5 1.04% Increased
132
EARNEST Partners
EARNEST Partners
Georgia
$376M -$102M 11 2.59% Reduced
133
Nordea Investment Management
Nordea Investment Management
Sweden
$375M +$62.3M 13 0.6% Increased
134
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$374M -$11.1M 17 0.82% Reduced
135
Envestnet Asset Management
Envestnet Asset Management
Illinois
$371M +$339K 25 0.28% Increased
136
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$371M -$46M 13 1.39% Reduced
137
Bahl & Gaynor
Bahl & Gaynor
Ohio
$369M -$6.84M 7 2.35% Reduced
138
Axa
Axa
France
$366M +$33.4M 16 1.15% Increased
139
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$365M +$17M 1 3.24% Increased
140
First Trust Advisors
First Trust Advisors
Illinois
$364M +$70.1M 20 0.48% Increased
141
Putnam Investments
Putnam Investments
Massachusetts
$360M -$81.8M 8 0.64% Reduced
142
Markel Group
Markel Group
Virginia
$359M +$221K 1 5.35% Increased
143
Alkeon Capital Management
Alkeon Capital Management
New York
$359M +$15.5M 3 0.58% Increased
144
Davenport & Co
Davenport & Co
Virginia
$353M +$21.2M 5 3.47% Increased
145
Federated Hermes
Federated Hermes
Pennsylvania
$351M -$3.96M 19 0.72% Reduced
146
Artisan Partners
Artisan Partners
Wisconsin
$348M +$8.68M 4 0.42% Increased
147
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$347M +$304M 15 0.92% Increased
148
ACM
Adelante Capital Management
California
$342M -$99M 4 23.4% Reduced
149
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$328M +$66.4M 11 0.86% Increased
150
Winslow Capital Management
Winslow Capital Management
Minnesota
$328M +$64.5M 1 1.37% Increased