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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
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$330M -$11.5M 6 1.18% Reduced
127
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$328M +$110M 11 0.88% Increased
128
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$327M +$1.99M 21 0.84% Increased
129
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$325M -$48.6M 1 3.64% Reduced
130
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$322M -$21.7M 9 2.11% Reduced
131
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$318M -$19M 31 0.86% Reduced
132
GJL
Gendell Jeffrey L
$315M $0 1 41.29% Maintained
133
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$312M -$606K 20 1.26% Reduced
134
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$312M -$5.13M 17 0.69% Reduced
135
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$311M -$5.01M 14 0.81% Reduced
136
Eagle Asset Management
Eagle Asset Management
Florida
$306M +$6.51M 6 2% Increased
137
UBS O'Connor
UBS O'Connor
Illinois
$304M +$84.8M 6 3.46% Increased
138
Federated Hermes
Federated Hermes
Pennsylvania
$302M +$18.8M 14 0.88% Increased
139
National Pension Service
National Pension Service
South Korea
$294M +$3.26M 6 0.61% Increased
140
D.E. Shaw & Co
D.E. Shaw & Co
New York
$293M +$105M 23 0.35% Increased
141
Natixis Advisors
Natixis Advisors
Massachusetts
$289M +$29M 15 1.22% Increased
142
Congress Asset Management
Congress Asset Management
Massachusetts
$288M -$17.9M 7 3.09% Reduced
143
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$285M +$9.24M 20 1.64% Increased
144
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$285M +$2.48M 14 1.38% Increased
145
ACM
Adelante Capital Management
California
$282M -$13.8M 3 21.18% Reduced
146
STT
Singapore Technologies Telemedia
Singapore
$280M $0 1 100% Maintained
147
EARNEST Partners
EARNEST Partners
Georgia
$275M -$64.8M 13 1.85% Reduced
148
Scotia Capital
Scotia Capital
Ontario, Canada
$274M +$10.1M 9 2.21% Increased
149
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$271M -$4.95M 9 1.26% Reduced
150
Two Sigma Investments
Two Sigma Investments
New York
$270M +$6.99M 16 0.92% Increased