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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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$488M +$21M 15 1.42% Increased
127
AQR Capital Management
AQR Capital Management
Connecticut
$481M -$75.6M 25 0.83% Reduced
128
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$458M -$8.91M 20 0.92% Reduced
129
Federated Hermes
Federated Hermes
Pennsylvania
$456M +$9.96M 18 0.85% Increased
130
ACM
AEW Capital Management
Massachusetts
$456M -$1.57M 3 13.48% Reduced
131
Bahl & Gaynor
Bahl & Gaynor
Ohio
$446M +$17.7M 7 2.72% Increased
132
Markel Group
Markel Group
Virginia
$444M -$2.57M 1 5.62% Reduced
133
Canada Life
Canada Life
Manitoba, Canada
$442M -$14.2M 23 1.01% Reduced
134
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$437M -$16.3M 22 0.83% Reduced
135
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$435M +$37.3M 17 1.53% Increased
136
Korea Investment Corp
Korea Investment Corp
South Korea
$432M -$25.6M 11 1.24% Reduced
137
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$420M -$11M 23 1.38% Reduced
138
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$418M +$157M 1 13.7% Increased
139
Adage Capital Partners
Adage Capital Partners
Massachusetts
$417M -$76.5M 10 0.82% Reduced
140
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$410M +$21.1M 15 1.56% Increased
141
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$409M +$6.38M 19 0.83% Increased
142
Brookfield Corp
Brookfield Corp
Ontario, Canada
$406M -$34M 4 1.89% Reduced
143
Artisan Partners
Artisan Partners
Wisconsin
$397M -$4.85M 4 0.47% Reduced
144
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$397M -$21.2M 17 0.83% Reduced
145
Eaton Vance Management
Eaton Vance Management
Massachusetts
$396M +$6.74M 22 0.53% Increased
146
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$392M -$5.11M 10 1.41% Reduced
147
Alkeon Capital Management
Alkeon Capital Management
New York
$385M -$1.85M 1 0.57% Reduced
148
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$384M +$68.1M 19 1.07% Increased
149
CC
Cederberg Capital
United Kingdom
$375M +$33.8M 2 33.75% Increased
150
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$373M -$7.91M 29 0.34% Reduced