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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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$328M -$13.9M 13 0.66% Reduced
152
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$328M -$1.43M 17 0.76% Reduced
153
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$321M -$23M 16 1.36% Reduced
154
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$320M -$8.47M 19 0.8% Reduced
155
Eaton Vance Management
Eaton Vance Management
Massachusetts
$319M +$29.8M 16 0.5% Increased
156
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$316M +$104M 10 1.25% Increased
157
DZ Bank
DZ Bank
Germany
$313M -$242M 10 0.63% Reduced
158
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$311M +$34.4M 17 1.4% Increased
159
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$303M +$40.3M 1 11.94% Increased
160
Lyrical Asset Management
Lyrical Asset Management
New York
$298M +$2.85M 1 4.11% Increased
161
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$298M -$80.9M 15 0.42% Reduced
162
HA
HHLR Advisors
Cayman Islands
$294M $0 1 2.34% Maintained
163
National Pension Service
National Pension Service
South Korea
$294M +$39.4M 5 0.67% Increased
164
Fred Alger Management
Fred Alger Management
New York
$294M +$47.2M 8 0.76% Increased
165
Carmignac Gestion
Carmignac Gestion
France
$285M +$19.1M 3 2.98% Increased
166
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$282M -$50.4M 13 0.75% Reduced
167
Aperio Group
Aperio Group
California
$276M +$1.9M 23 0.82% Increased
168
TCW Group
TCW Group
California
$273M +$16.7M 9 2.38% Increased
169
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$273M +$2.17M 10 1.91% Increased
170
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$273M +$9.78M 26 0.28% Increased
171
Sarasin & Partners
Sarasin & Partners
United Kingdom
$272M +$18.7M 4 3.59% Increased
172
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$271M +$3.82M 10 1.6% Increased
173
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$268M +$92M 27 0.5% Increased
174
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$257M -$18.2M 13 1.96% Reduced
175
Congress Asset Management
Congress Asset Management
Massachusetts
$255M -$16.7M 7 2.4% Reduced