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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
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$373M -$77.9M 3 13.92% Reduced
127
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$371M +$105M 13 2.25% Increased
128
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$359M -$9.48M 21 0.87% Reduced
129
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$352M -$2.67M 21 1.34% Reduced
130
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$347M -$2.06M 30 0.88% Reduced
131
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$346M +$1.3M 14 0.85% Increased
132
GJL
Gendell Jeffrey L
$344M $0 1 39.77% Maintained
133
AQR Capital Management
AQR Capital Management
Connecticut
$344M -$105M 21 0.78% Reduced
134
Federated Hermes
Federated Hermes
Pennsylvania
$343M +$34M 16 0.93% Increased
135
ACM
Adelante Capital Management
California
$342M -$3.47M 3 20.6% Reduced
136
National Pension Service
National Pension Service
South Korea
$339M +$26.1M 6 0.7% Increased
137
EARNEST Partners
EARNEST Partners
Georgia
$324M -$114M 13 2.16% Reduced
138
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$322M -$48.2M 18 0.7% Reduced
139
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$319M -$27.8M 15 1.48% Reduced
140
Eagle Asset Management
Eagle Asset Management
Florida
$316M -$8M 7 1.98% Reduced
141
HRES
Heitman Real Estate Securities
Illinois
$313M +$36M 3 14.67% Increased
142
Platinum Equity Advisors
Platinum Equity Advisors
California
$312M $0 1 21.03% Maintained
143
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$308M -$7.31M 9 1.32% Reduced
144
Congress Asset Management
Congress Asset Management
Massachusetts
$306M +$2.48M 7 2.93% Increased
145
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$303M +$229K 20 1.66% Increased
146
Two Sigma Investments
Two Sigma Investments
New York
$293M +$271M 15 0.97% Increased
147
Scotia Capital
Scotia Capital
Ontario, Canada
$290M +$10.4M 10 2.16% Increased
148
WI
Wafra Inc
New York
$282M +$352M 1 10.72% New
149
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$281M -$19.1M 21 0.67% Reduced
150
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$280M -$12.9M 1 8.32% Reduced