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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
Eaton Vance Management
Eaton Vance Management
Massachusetts
$488M +$58.2M 18 0.56% Increased
127
First Trust Advisors
First Trust Advisors
Illinois
$471M -$55.7M 28 0.48% Reduced
128
Millennium Management
Millennium Management
New York
$468M -$197M 36 0.25% Reduced
129
GJL
Gendell Jeffrey L
$459M $0 1 32.92% Maintained
130
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$451M -$15.2M 21 0.87% Reduced
131
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$448M +$35.2M 15 1.72% Increased
132
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$446M -$54.7M 23 0.94% Reduced
133
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$446M +$382M 2 1.46% Increased
134
Blackstone Inc
Blackstone Inc
New York
$446M -$12.9M 2 1.13% Reduced
135
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$445M -$24.7M 6 1.16% Reduced
136
Citadel Advisors
Citadel Advisors
Florida
$443M -$63.6M 40 0.09% Reduced
137
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$441M -$9.8M 21 1.4% Reduced
138
ACI
AMP Capital Investors
Australia
$439M -$78M 3 18.49% Reduced
139
ACM
Adelante Capital Management
California
$435M -$12.7M 3 21.57% Reduced
140
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$434M +$2.6M 18 0.82% Increased
141
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$421M -$14.7M 15 0.86% Reduced
142
Eagle Asset Management
Eagle Asset Management
Florida
$414M +$17.9M 6 2.12% Increased
143
Adage Capital Partners
Adage Capital Partners
Massachusetts
$405M -$55.5M 9 0.77% Reduced
144
National Pension Service
National Pension Service
South Korea
$390M +$9.35M 7 0.71% Increased
145
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$384M -$129M 23 0.78% Reduced
146
Fred Alger Management
Fred Alger Management
New York
$383M -$157M 6 1.22% Reduced
147
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$378M -$30.3M 9 1.39% Reduced
148
Congress Asset Management
Congress Asset Management
Massachusetts
$377M +$12.3M 7 3.2% Increased
149
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$374M -$18.3M 19 1.7% Reduced
150
Bahl & Gaynor
Bahl & Gaynor
Ohio
$371M -$110M 6 2.73% Reduced