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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
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$545M -$41.4M 2 4.34% Reduced
127
ACM
AEW Capital Management
Massachusetts
$539M -$191M 4 26.28% Reduced
128
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$538M +$78.9M 3 9.95% Increased
129
EARNEST Partners
EARNEST Partners
Georgia
$536M -$23.7M 4 2.46% Reduced
130
AQR Capital Management
AQR Capital Management
Connecticut
$535M +$46.9M 24 0.91% Increased
131
APG Asset Management
APG Asset Management
Netherlands
$513M +$762K 9 0.9% Increased
132
Nomura Asset Management
Nomura Asset Management
Japan
$509M +$18.7M 14 1.85% Increased
133
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$508M -$6.39M 21 1.54% Reduced
134
STRS Ohio
STRS Ohio
Ohio
$505M -$44.6M 19 2.01% Reduced
135
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$504M -$178M 1 2.11% Reduced
136
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$493M -$18.2M 3 20.33% Reduced
137
Robeco Schweiz
Robeco Schweiz
Switzerland
$490M -$72.7M 6 8.55% Reduced
138
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$488M +$2.9M 10 1.89% Increased
139
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$486M -$9.45M 18 1.01% Reduced
140
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$484M -$178M 14 0.76% Reduced
141
Select Equity Group
Select Equity Group
New York
$477M +$289M 1 1.69% Increased
142
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$476M -$11.7M 25 1.67% Reduced
143
CI Investments Inc
CI Investments Inc
Ontario, Canada
$469M -$24.9M 22 1.86% Reduced
144
Alphinity Investment Management
Alphinity Investment Management
Australia
$466M +$467M 1 4.13% New
145
Federated Hermes
Federated Hermes
Pennsylvania
$461M +$48.5M 17 1.06% Increased
146
Man Group
Man Group
United Kingdom
$460M +$129M 16 1.16% Increased
147
LPL Financial
LPL Financial
California
$454M +$13.1M 29 0.24% Increased
148
ACM
Adelante Capital Management
California
$446M +$4.34M 4 29.38% Increased
149
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$436M -$2.13M 20 0.8% Reduced
150
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$428M -$39.9M 14 0.98% Reduced