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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
STRS Ohio
STRS Ohio
Ohio
$512M -$16.7M 21 2.13% Reduced
127
First Trust Advisors
First Trust Advisors
Illinois
$510M -$55.3M 25 0.56% Reduced
128
Corient Private Wealth
Corient Private Wealth
Florida
$506M +$42.7M 21 0.93% Increased
129
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$503M +$12.6M 3 19.87% Increased
130
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$488M +$10.4M 23 1.02% Increased
131
CI Investments Inc
CI Investments Inc
Ontario, Canada
$486M -$37.2M 19 2.51% Reduced
132
EARNEST Partners
EARNEST Partners
Georgia
$483M +$10.9M 4 2.41% Increased
133
APG Asset Management
APG Asset Management
Netherlands
$483M +$32.9M 9 0.94% Increased
134
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$473M -$1.32M 21 1.59% Reduced
135
CIBC World Market
CIBC World Market
Ontario, Canada
$464M -$11.1M 13 1.18% Reduced
136
Nomura Asset Management
Nomura Asset Management
Japan
$459M +$12.1M 12 1.9% Increased
137
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$459M -$99.2M 3 8.33% Reduced
138
Robeco Schweiz
Robeco Schweiz
Switzerland
$442M +$2.78M 5 7.43% Increased
139
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$442M -$13.9M 19 0.99% Reduced
140
HRES
Heitman Real Estate Securities
Illinois
$440M -$24M 4 23.71% Reduced
141
ACM
Adelante Capital Management
California
$438M +$9.26M 4 30.38% Increased
142
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$435M +$12.6M 10 1.84% Increased
143
Davenport & Co
Davenport & Co
Virginia
$428M +$27M 10 2.9% Increased
144
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$425M +$16.7M 23 1.63% Increased
145
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$423M +$15.2M 13 1% Increased
146
Korea Investment Corp
Korea Investment Corp
South Korea
$413M +$249K 9 1.08% Increased
147
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$409M +$5.79M 18 0.81% Increased
148
Soroban Capital Partners
Soroban Capital Partners
New York
$404M +$251M 1 5% Increased
149
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$400M -$52.5M 15 1.57% Reduced
150
Platinum Equity Advisors
Platinum Equity Advisors
California
$382M $0 1 17.82% Maintained