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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
EARNEST Partners
EARNEST Partners
Georgia
$444M +$41.6M 11 2.48% Increased
127
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$444M -$7.89M 12 0.64% Reduced
128
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$442M +$5.32M 4 0.38% Increased
129
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$434M -$11.6M 21 0.96% Reduced
130
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$433M +$2.61M 1 2.43% Increased
131
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$425M -$1.39M 19 1.43% Reduced
132
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$424M -$10.6M 16 0.95% Reduced
133
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$418M +$10.7M 5 4.64% Increased
134
Corient Private Wealth
Corient Private Wealth
Florida
$400M +$58.9M 18 0.92% Increased
135
Nomura Asset Management
Nomura Asset Management
Japan
$398M +$17.8M 12 1.83% Increased
136
Starboard Value
Starboard Value
New York
$395M -$21.3M 1 8.53% Reduced
137
CIBC World Market
CIBC World Market
Ontario, Canada
$388M -$4.81M 10 1.23% Reduced
138
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$366M -$31.5M 9 1.64% Reduced
139
Korea Investment Corp
Korea Investment Corp
South Korea
$357M -$7.67M 8 1% Reduced
140
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$352M -$17.6M 18 1.68% Reduced
141
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$351M -$4.16M 23 0.99% Reduced
142
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$349M +$10.9M 18 0.71% Increased
143
Fisher Asset Management
Fisher Asset Management
Washington
$347M +$35.5M 7 0.19% Increased
144
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$343M -$65.8M 15 1.43% Reduced
145
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$340M +$19.3M 11 0.79% Increased
146
D.E. Shaw & Co
D.E. Shaw & Co
New York
$339M -$39M 18 0.35% Reduced
147
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$338M +$66.6M 24 0.42% Increased
148
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$336M +$37.9M 22 1.48% Increased
149
M&G Investment Management
M&G Investment Management
United Kingdom
$329M +$8.63M 5 1.32% Increased
150
Robeco Schweiz
Robeco Schweiz
Switzerland
$328M +$9.94M 5 4.89% Increased