← All themes

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
$428M -$21M 3 19.11% Reduced
127
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$412M -$13.5M 22 0.97% Reduced
128
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$411M +$1.26M 21 1.48% Increased
129
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$408M +$4.24M 1 2.41% Increased
130
HRES
Heitman Real Estate Securities
Illinois
$404M -$39.6M 4 24.34% Reduced
131
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$398M -$16.4M 18 0.96% Reduced
132
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$392M +$74.1M 14 1.58% Increased
133
Corient Private Wealth
Corient Private Wealth
Florida
$390M +$8.73M 19 0.9% Increased
134
Nomura Asset Management
Nomura Asset Management
Japan
$388M +$6.5M 12 1.82% Increased
135
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$386M -$360M 6 1.72% Reduced
136
AMF Tjänstepension
AMF Tjänstepension
Sweden
$385M +$100M 5 3.74% Increased
137
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$383M +$53M 8 2.2% Increased
138
CIBC World Market
CIBC World Market
Ontario, Canada
$375M +$13.3M 12 1.24% Increased
139
ACM
Adelante Capital Management
California
$374M +$22.9M 4 30.26% Increased
140
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$374M +$181M 2 18% Increased
141
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$369M +$10.5M 9 1.72% Increased
142
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$367M -$8.17M 5 4.15% Reduced
143
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$362M +$35.9M 24 0.47% Increased
144
Brookfield Corp
Brookfield Corp
Ontario, Canada
$359M -$4.57B 5 2.24% Reduced
145
Korea Investment Corp
Korea Investment Corp
South Korea
$356M +$12.7M 8 1.05% Increased
146
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$353M +$23.2M 22 1.56% Increased
147
Two Sigma Investments
Two Sigma Investments
New York
$353M +$127M 17 0.95% Increased
148
Robeco Schweiz
Robeco Schweiz
Switzerland
$353M +$5.97M 5 5.96% Increased
149
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$352M +$22.5M 12 0.88% Increased
150
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$333M +$10.9M 18 0.71% Increased