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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
Artisan Partners
Artisan Partners
Wisconsin
$562M +$124M 5 0.67% Increased
127
Citadel Advisors
Citadel Advisors
Florida
$558M +$35.7M 40 0.11% Increased
128
Canada Life
Canada Life
Manitoba, Canada
$550M +$5.75M 24 1.14% Increased
129
Korea Investment Corp
Korea Investment Corp
South Korea
$547M +$66.3M 11 1.42% Increased
130
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$546M -$19.3M 24 1.04% Reduced
131
Renaissance Technologies
Renaissance Technologies
New York
$530M -$2.37M 26 0.66% Reduced
132
Bahl & Gaynor
Bahl & Gaynor
Ohio
$529M -$22.4M 6 2.96% Reduced
133
Markel Group
Markel Group
Virginia
$526M $0 1 6.02% Maintained
134
EARNEST Partners
EARNEST Partners
Georgia
$518M -$3.01M 13 2.99% Reduced
135
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$515M -$555K 22 0.92% Reduced
136
Blackstone Inc
Blackstone Inc
New York
$508M -$101M 3 1.27% Reduced
137
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$508M -$44.8M 6 1.19% Reduced
138
Adage Capital Partners
Adage Capital Partners
Massachusetts
$504M +$45.4M 10 0.91% Increased
139
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$496M +$185M 15 1.05% Increased
140
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$493M -$5.31M 24 1.43% Reduced
141
Eaton Vance Management
Eaton Vance Management
Massachusetts
$489M +$2.26M 24 0.6% Increased
142
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$485M +$17.3M 22 0.9% Increased
143
ACM
Adelante Capital Management
California
$480M +$11.1M 3 21.31% Increased
144
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$480M -$37.1M 16 0.93% Reduced
145
Holocene Advisors
Holocene Advisors
New York
$480M +$169M 5 2.5% Increased
146
UBS O'Connor
UBS O'Connor
Illinois
$465M +$439M 2 4.48% Increased
147
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$453M -$15.8M 10 1.58% Reduced
148
Federated Hermes
Federated Hermes
Pennsylvania
$448M -$2.29M 19 0.83% Reduced
149
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$443M -$28.4M 17 1.49% Reduced
150
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$441M -$54.5M 16 1.62% Reduced