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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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$403M +$30.7M 15 1.79% Increased
127
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$401M +$1.52M 20 1.43% Increased
128
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$398M +$4.79M 30 0.93% Increased
129
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$391M +$6.26M 19 0.74% Increased
130
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$383M +$1.27M 5 4.73% Increased
131
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$378M +$85.9M 4 0.34% Increased
132
CIBC World Market
CIBC World Market
Ontario, Canada
$378M +$4.9M 10 1.28% Increased
133
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$372M -$12.8M 9 1.61% Reduced
134
Nomura Asset Management
Nomura Asset Management
Japan
$361M +$6.59M 12 1.9% Increased
135
EARNEST Partners
EARNEST Partners
Georgia
$355M +$8.65M 11 2.05% Increased
136
D.E. Shaw & Co
D.E. Shaw & Co
New York
$351M +$18.6M 24 0.38% Increased
137
Federated Hermes
Federated Hermes
Pennsylvania
$350M -$13M 18 0.88% Reduced
138
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$350M -$12.1M 19 1.81% Reduced
139
VanEck Associates
VanEck Associates
New York
$348M -$7.19M 19 0.79% Reduced
140
Korea Investment Corp
Korea Investment Corp
South Korea
$342M -$32.8M 8 1% Reduced
141
First Trust Advisors
First Trust Advisors
Illinois
$341M +$28.2M 21 0.39% Increased
142
Corient Private Wealth
Corient Private Wealth
Florida
$333M +$78.4M 18 0.9% Increased
143
Sarasin & Partners
Sarasin & Partners
United Kingdom
$330M +$94.9M 2 4.17% Increased
144
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$328M -$92.2M 22 0.98% Reduced
145
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$326M +$2.09M 18 0.71% Increased
146
Epoch Investment Partners
Epoch Investment Partners
New York
$313M +$26.3M 5 1.86% Increased
147
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$310M +$262K 1 3.12% Increased
148
Fisher Asset Management
Fisher Asset Management
Washington
$309M +$1.03M 8 0.19% Increased
149
M&G Investment Management
M&G Investment Management
United Kingdom
$299M +$12.4M 6 1.41% Increased
150
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$297M +$5.85M 11 0.72% Increased