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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
151
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$951M -$137M 5 13.24% Reduced
152
Asset Management One
Asset Management One
Japan
$942M -$11.4M 21 2.42% Reduced
153
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$932M +$94M 28 2.04% Increased
154
Royal London Asset Management
Royal London Asset Management
United Kingdom
$927M -$31M 13 1.71% Reduced
155
Aviva
Aviva
United Kingdom
$926M +$63.6M 16 1.36% Increased
156
Alyeska Investment Group
Alyeska Investment Group
Illinois
$903M +$377M 17 2.32% Increased
157
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$902M -$15M 25 1.52% Reduced
158
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$901M +$62.5M 30 1.49% Increased
159
Voloridge Investment Management
Voloridge Investment Management
Florida
$896M +$201M 19 3.81% Increased
160
Korea Investment Corp
Korea Investment Corp
South Korea
$881M +$19.9M 15 1.67% Increased
161
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$852M -$296M 4 2.01% Reduced
162
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$851M +$119M 18 0.98% Increased
163
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$845M -$142M 12 1.2% Reduced
164
Rockefeller Capital Management
Rockefeller Capital Management
New York
$841M +$44.5M 48 1.29% Increased
165
Bessemer Group
Bessemer Group
New Jersey
$841M -$6.57M 27 1.16% Reduced
166
KBC Group
KBC Group
Belgium
$814M -$157M 30 1.76% Reduced
167
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$801M +$50M 27 1.32% Increased
168
Jones Financial Companies
Jones Financial Companies
Missouri
$800M +$111M 48 0.32% Increased
169
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$795M -$6.38M 29 2.34% Reduced
170
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$795M +$260M 20 2.06% Increased
171
AMF Tjänstepension
AMF Tjänstepension
Sweden
$792M -$99.6M 4 4.69% Reduced
172
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$782M -$12.5M 39 2.39% Reduced
173
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$781M +$15.5M 18 1.48% Increased
174
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$773M -$69.2M 11 4.21% Reduced
175
CI Investments Inc
CI Investments Inc
Ontario, Canada
$772M +$69M 18 2.48% Increased