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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
Congress Asset Management
Congress Asset Management
Massachusetts
$650M -$136M 12 4.4% Reduced
127
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$637M -$132M 6 5.92% Reduced
128
ACM
AEW Capital Management
Massachusetts
$620M +$18.6M 4 29.99% Increased
129
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$620M +$2.51M 23 2.13% Increased
130
Nomura Holdings
Nomura Holdings
Japan
$620M +$532M 19 0.84% Increased
131
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$611M +$33.6M 29 1.74% Increased
132
Jane Street
Jane Street
New York
$610M +$28.7M 38 0.13% Increased
133
Nomura Asset Management
Nomura Asset Management
Japan
$605M +$16.9M 15 1.82% Increased
134
Driehaus Capital Management
Driehaus Capital Management
Illinois
$597M +$37.1M 11 4.92% Increased
135
Soroban Capital Partners
Soroban Capital Partners
New York
$590M -$45.7M 1 7.9% Reduced
136
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$588M -$189M 2 4.64% Reduced
137
Corient Private Wealth
Corient Private Wealth
Florida
$583M +$14.7M 21 0.97% Increased
138
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$582M +$93.9M 39 0.09% Increased
139
Nordea Investment Management
Nordea Investment Management
Sweden
$581M +$268M 12 0.61% Increased
140
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$580M -$22.4M 20 0.76% Reduced
141
CI Investments Inc
CI Investments Inc
Ontario, Canada
$579M -$29.6M 23 2.18% Reduced
142
Balyasny Asset Management
Balyasny Asset Management
Illinois
$576M +$27.4M 26 0.86% Increased
143
Davenport & Co
Davenport & Co
Virginia
$568M +$394K 13 3.21% Increased
144
STRS Ohio
STRS Ohio
Ohio
$565M -$4.99M 24 2.24% Reduced
145
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$552M -$7.99M 23 1.05% Reduced
146
Fred Alger Management
Fred Alger Management
New York
$548M -$168M 10 2.61% Reduced
147
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$546M +$144M 22 0.97% Increased
148
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$544M +$184M 10 1.13% Increased
149
EARNEST Partners
EARNEST Partners
Georgia
$542M -$11.8M 4 2.42% Reduced
150
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$538M +$94.6M 14 1.33% Increased