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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
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$272M -$15.4M 15 1.49% Reduced
152
Artisan Partners
Artisan Partners
Wisconsin
$270M +$89.9M 4 0.38% Increased
153
Sarasin & Partners
Sarasin & Partners
United Kingdom
$268M -$5.91M 3 3.87% Reduced
154
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$264M -$8.08M 18 1.4% Reduced
155
Davenport & Co
Davenport & Co
Virginia
$263M +$20M 4 2.94% Increased
156
Nordea Investment Management
Nordea Investment Management
Sweden
$261M -$198M 11 0.49% Reduced
157
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$257M -$5.26M 11 2.59% Reduced
158
HA
HHLR Advisors
Cayman Islands
$257M +$246M 1 1.95% Increased
159
National Pension Service
National Pension Service
South Korea
$256M $0 4 0.67% Maintained
160
Aperio Group
Aperio Group
California
$255M +$1.75M 22 0.86% Increased
161
HRES
Heitman Real Estate Securities
Illinois
$253M -$49M 3 14.92% Reduced
162
TCW Group
TCW Group
California
$251M -$17.5M 9 2.74% Reduced
163
ZP
Zimmer Partners
New York
$248M -$47.3M 6 3.83% Reduced
164
First Trust Advisors
First Trust Advisors
Illinois
$247M -$81.4M 21 0.4% Reduced
165
Eaton Vance Management
Eaton Vance Management
Massachusetts
$246M +$389K 15 0.45% Increased
166
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$244M +$2.15M 2 3.26% Increased
167
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$244M -$29M 9 0.75% Reduced
168
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$241M +$50.2M 14 1.96% Increased
169
Nomura Asset Management
Nomura Asset Management
Japan
$231M +$21.1M 11 1.77% Increased
170
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$231M -$3.34M 2 4.88% Reduced
171
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$230M -$26.9M 2 14.76% Reduced
172
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$230M -$958K 26 0.28% Reduced
173
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$230M +$7.62M 1 1.52% Increased
174
Pzena Investment Management
Pzena Investment Management
New York
$228M +$490K 2 1.42% Increased
175
Bessemer Group
Bessemer Group
New Jersey
$227M +$9.74M 13 0.67% Increased