← All themes

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
Lazard Asset Management
Lazard Asset Management
New York
$861M -$88M 25 1.46% Reduced
127
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$847M -$45.3M 14 1.25% Reduced
128
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$844M +$103M 13 2.59% Increased
129
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$841M -$82.4M 28 1.12% Reduced
130
Balyasny Asset Management
Balyasny Asset Management
Illinois
$825M +$149M 27 1.05% Increased
131
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$824M -$144M 6 0.69% Reduced
132
Congress Asset Management
Congress Asset Management
Massachusetts
$820M -$31.6M 11 5.77% Reduced
133
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$819M +$74.1M 18 1.21% Increased
134
Renaissance Technologies
Renaissance Technologies
New York
$818M +$168M 27 1.27% Increased
135
PGGM Investments
PGGM Investments
Netherlands
$809M +$63.7M 4 12.8% Increased
136
Two Sigma Investments
Two Sigma Investments
New York
$797M +$12.5M 32 1.12% Increased
137
Nomura Asset Management
Nomura Asset Management
Japan
$788M +$33.6M 15 1.99% Increased
138
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$787M -$656M 5 2.62% Reduced
139
Bessemer Group
Bessemer Group
New Jersey
$759M -$6.15M 29 1.17% Reduced
140
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$734M +$33.5M 33 2.8% Increased
141
Lone Pine Capital
Lone Pine Capital
Connecticut
$731M +$29.7M 1 5.37% Increased
142
AMF Tjänstepension
AMF Tjänstepension
Sweden
$729M -$51.4M 2 4.51% Reduced
143
Man Group
Man Group
United Kingdom
$724M +$65.8M 25 1.23% Increased
144
Asset Management One
Asset Management One
Japan
$714M +$34M 17 1.99% Increased
145
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$711M -$50.4M 10 1.21% Reduced
146
Brown Advisory
Brown Advisory
Maryland
$693M -$295M 17 0.97% Reduced
147
Natixis Advisors
Natixis Advisors
Massachusetts
$693M -$13.9M 16 0.98% Reduced
148
Royal London Asset Management
Royal London Asset Management
United Kingdom
$674M -$36.6M 12 1.42% Reduced
149
Tidal Investments
Tidal Investments
Wisconsin
$664M +$127M 28 1.58% Increased
150
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$652M -$133M 43 0.08% Reduced