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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
Alyeska Investment Group
Alyeska Investment Group
Illinois
$708M -$173M 13 2.49% Reduced
127
Allspring Global Investments
Allspring Global Investments
North Carolina
$700M +$20.3M 16 1.17% Increased
128
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$699M +$396M 3 0.44% Increased
129
EARNEST Partners
EARNEST Partners
Georgia
$684M +$30.7M 5 3.08% Increased
130
Natixis Advisors
Natixis Advisors
Massachusetts
$678M +$37.8M 19 1.08% Increased
131
Asset Management One
Asset Management One
Japan
$668M -$8.07M 16 2.09% Reduced
132
Nomura Asset Management
Nomura Asset Management
Japan
$655M +$45.5M 16 1.8% Increased
133
Lazard Asset Management
Lazard Asset Management
New York
$648M -$257M 28 0.89% Reduced
134
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$641M +$31.4M 30 2.81% Increased
135
Man Group
Man Group
United Kingdom
$623M +$86.9M 18 1.19% Increased
136
Renaissance Technologies
Renaissance Technologies
New York
$622M -$137M 21 0.83% Reduced
137
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$613M +$144M 13 0.43% Increased
138
Davenport & Co
Davenport & Co
Virginia
$602M +$13.4M 14 3.28% Increased
139
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$601M +$18.1M 24 2.02% Increased
140
Corient Private Wealth
Corient Private Wealth
Florida
$590M +$12.5M 24 0.79% Increased
141
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$582M -$38.5M 40 0.08% Reduced
142
Select Equity Group
Select Equity Group
New York
$576M -$191M 2 2.41% Reduced
143
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$576M +$7.43M 25 1.02% Increased
144
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$573M -$145M 9 1.22% Reduced
145
Fred Alger Management
Fred Alger Management
New York
$573M +$6.15M 10 2.56% Increased
146
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$568M +$36.1M 16 0.94% Increased
147
Jane Street
Jane Street
New York
$566M -$159M 29 0.11% Reduced
148
Markel Group
Markel Group
Virginia
$546M $0 2 4.62% Maintained
149
Scotia Capital
Scotia Capital
Ontario, Canada
$545M +$21.7M 8 2.57% Increased
150
STRS Ohio
STRS Ohio
Ohio
$539M -$6.12M 22 2.01% Reduced