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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
D.E. Shaw & Co
D.E. Shaw & Co
New York
$426M -$96.9M 19 0.41% Reduced
127
Fred Alger Management
Fred Alger Management
New York
$426M +$135M 8 1.11% Increased
128
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$425M +$16M 15 1.41% Increased
129
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$424M -$1.91M 5 1.22% Reduced
130
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$417M -$43.6M 18 0.9% Reduced
131
CC
Cederberg Capital
United Kingdom
$416M +$273M 2 30.59% Increased
132
DZ Bank
DZ Bank
Germany
$412M +$79.1M 10 0.76% Increased
133
Canada Life
Canada Life
Manitoba, Canada
$410M -$595M 22 1% Reduced
134
EARNEST Partners
EARNEST Partners
Georgia
$410M +$23.7M 12 2.45% Increased
135
Korea Investment Corp
Korea Investment Corp
South Korea
$409M -$24.8M 10 1.29% Reduced
136
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$408M -$13.7M 21 0.81% Reduced
137
ACM
AEW Capital Management
Massachusetts
$404M -$37.8M 3 14.02% Reduced
138
Epoch Investment Partners
Epoch Investment Partners
New York
$400M -$87.8M 4 1.87% Reduced
139
Brookfield Corp
Brookfield Corp
Ontario, Canada
$397M -$96.7M 4 1.9% Reduced
140
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$393M -$4.94M 22 1.38% Reduced
141
Bahl & Gaynor
Bahl & Gaynor
Ohio
$391M -$12.4M 7 2.48% Reduced
142
Markel Group
Markel Group
Virginia
$388M +$99.2K 1 5.36% Increased
143
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$377M -$17.3M 17 0.81% Reduced
144
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$375M +$10.3M 11 0.92% Increased
145
Jane Street
Jane Street
New York
$370M +$253M 28 0.18% Increased
146
IAM
Iridian Asset Management
Connecticut
$369M -$60.7M 3 6.3% Reduced
147
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$367M +$19.4M 20 0.83% Increased
148
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$358M +$25.4M 10 1.35% Increased
149
ACM
Adelante Capital Management
California
$358M +$11.4M 3 22.46% Increased
150
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$356M +$29.1M 17 1.41% Increased