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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
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$202M +$22.8M 3 10% Increased
152
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$200M -$7.97M 11 0.74% Reduced
153
Frontier Capital Management
Frontier Capital Management
Massachusetts
$199M -$42.8M 4 1.5% Reduced
154
VOYA Investment Management
VOYA Investment Management
Georgia
$197M +$6.38M 21 0.42% Increased
155
Farallon Capital Management
Farallon Capital Management
California
$193M -$16.1M 1 1.26% Reduced
156
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$191M -$17.1M 4 5.16% Reduced
157
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$191M -$15.9M 3 3.72% Reduced
158
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$188M -$2.49M 10 0.88% Reduced
159
Swedbank
Swedbank
Sweden
$187M +$6.1M 1 0.85% Increased
160
Chevy Chase Trust
Chevy Chase Trust
Maryland
$183M +$6.97M 7 0.76% Increased
161
RC
Rivulet Capital
New Jersey
$183M -$31.9M 1 19.1% Reduced
162
Aviva
Aviva
United Kingdom
$180M -$118M 12 1.24% Reduced
163
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$180M +$10.1M 14 0.89% Increased
164
USAA
United Services Automobile Association
Texas
$179M -$10.9M 18 0.45% Reduced
165
Capital Research Global Investors
Capital Research Global Investors
California
$179M +$62M 2 0.06% Increased
166
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$176M +$14.7M 17 0.68% Increased
167
Envestnet Asset Management
Envestnet Asset Management
Illinois
$176M +$15.6M 23 0.22% Increased
168
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$173M +$25.2M 24 0.17% Increased
169
USS Investment Management
USS Investment Management
United Kingdom
$171M -$57.3M 1 1.76% Reduced
170
Aperio Group
Aperio Group
California
$171M +$9.38M 26 0.7% Increased
171
Bessemer Group
Bessemer Group
New Jersey
$171M +$25.2M 15 0.58% Increased
172
Manning & Napier Group
Manning & Napier Group
New York
$170M -$9.46M 5 1.85% Reduced
173
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$170M +$4.76M 9 0.32% Increased
174
EC
Eminence Capital
New York
$170M -$9.04M 1 2.24% Reduced
175
Lyrical Asset Management
Lyrical Asset Management
New York
$170M +$2.45M 1 2.35% Increased