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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$372M +$156M 15 0.81% Increased
152
ACM
Adelante Capital Management
California
$370M -$38.9M 3 19.82% Reduced
153
Eagle Asset Management
Eagle Asset Management
Florida
$369M +$1.31M 5 1.59% Increased
154
IAM
Iridian Asset Management
Connecticut
$359M -$27.5M 3 6.27% Reduced
155
National Pension Service
National Pension Service
South Korea
$356M +$4.18M 5 0.68% Increased
156
Epoch Investment Partners
Epoch Investment Partners
New York
$348M -$91.7M 5 1.87% Reduced
157
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$348M +$40.1M 26 0.46% Increased
158
Putnam Investments
Putnam Investments
Massachusetts
$347M -$8.2M 8 0.54% Reduced
159
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$346M -$4.96M 19 1.5% Reduced
160
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$344M -$71.2M 10 0.76% Reduced
161
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$330M -$7.31M 17 0.67% Reduced
162
Sarasin & Partners
Sarasin & Partners
United Kingdom
$329M +$5.49M 3 3.44% Increased
163
NSCM
New South Capital Management
Tennessee
$307M -$8.04M 2 8.56% Reduced
164
HRES
Heitman Real Estate Securities
Illinois
$305M +$37.7M 2 13.88% Increased
165
Fred Alger Management
Fred Alger Management
New York
$301M -$142M 8 0.71% Reduced
166
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$298M +$1.97M 14 1.8% Increased
167
Natixis
Natixis
France
$292M +$26.9M 10 1.28% Increased
168
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$289M +$10.2M 12 1.03% Increased
169
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$288M -$166K 10 1.46% Reduced
170
USS Investment Management
USS Investment Management
United Kingdom
$286M -$11.2K 8 2.26% Reduced
171
AMF Tjänstepension
AMF Tjänstepension
Sweden
$283M +$66.2M 4 1.96% Increased
172
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$281M -$33.4M 16 0.59% Reduced
173
Scotia Capital
Scotia Capital
Ontario, Canada
$275M +$6.39M 7 2.01% Increased
174
TCW Group
TCW Group
California
$275M +$4.47M 9 2.38% Increased
175
KBC Group
KBC Group
Belgium
$274M -$6.51M 17 0.99% Reduced