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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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$564M +$102M 11 1.18% Increased
127
Nomura Asset Management
Nomura Asset Management
Japan
$561M +$18.1M 16 1.72% Increased
128
ACM
AEW Capital Management
Massachusetts
$550M -$13.8M 4 26.86% Reduced
129
Pacer Advisors
Pacer Advisors
Pennsylvania
$543M +$368M 19 1.27% Increased
130
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$536M -$19.8M 23 1.95% Reduced
131
Natixis Advisors
Natixis Advisors
Massachusetts
$536M -$101M 18 0.99% Reduced
132
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$535M +$24.1M 30 1.54% Increased
133
Allspring Global Investments
Allspring Global Investments
North Carolina
$533M -$195M 16 0.92% Reduced
134
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$525M +$32.6M 23 1% Increased
135
Renaissance Technologies
Renaissance Technologies
New York
$517M -$26.9M 21 0.78% Reduced
136
Jennison Associates
Jennison Associates
New York
$513M -$1.73B 9 0.36% Reduced
137
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$508M +$28.1M 28 2.51% Increased
138
Congress Asset Management
Congress Asset Management
Massachusetts
$505M -$19.7M 10 3.78% Reduced
139
Jane Street
Jane Street
New York
$505M +$15M 36 0.13% Increased
140
Corient Private Wealth
Corient Private Wealth
Florida
$504M -$31.9M 19 0.82% Reduced
141
Davenport & Co
Davenport & Co
Virginia
$496M -$20.1M 11 2.88% Reduced
142
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$483M +$35.4M 10 1.03% Increased
143
EARNEST Partners
EARNEST Partners
Georgia
$482M +$2.36M 4 2.31% Increased
144
Soroban Capital Partners
Soroban Capital Partners
New York
$478M -$65.6M 1 6.74% Reduced
145
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$477M +$2.59M 24 0.95% Increased
146
STRS Ohio
STRS Ohio
Ohio
$475M -$23.4M 20 1.99% Reduced
147
CI Investments Inc
CI Investments Inc
Ontario, Canada
$471M -$54.7M 23 1.99% Reduced
148
Bahl & Gaynor
Bahl & Gaynor
Ohio
$469M +$10.1M 5 2.39% Increased
149
Korea Investment Corp
Korea Investment Corp
South Korea
$466M +$75.3M 11 1.13% Increased
150
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$465M +$2.94M 14 0.91% Increased