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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
ACM
Adelante Capital Management
California
$384M +$7.53M 2 19.49% Increased
152
Alkeon Capital Management
Alkeon Capital Management
New York
$378M -$920K 1 0.64% Reduced
153
Eagle Asset Management
Eagle Asset Management
Florida
$371M -$23M 6 1.67% Reduced
154
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$369M -$10.8M 30 0.34% Reduced
155
National Pension Service
National Pension Service
South Korea
$366M -$2.37M 6 0.7% Reduced
156
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$363M +$11.8M 20 1.6% Increased
157
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$357M +$69.7M 12 0.83% Increased
158
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$348M +$9.75M 18 0.71% Increased
159
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$343M +$53.5M 16 0.74% Increased
160
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$342M -$6.18M 10 0.76% Reduced
161
KBC Group
KBC Group
Belgium
$331M +$52.8M 17 1.22% Increased
162
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$328M +$111M 4 3.34% Increased
163
Epoch Investment Partners
Epoch Investment Partners
New York
$326M -$40M 5 1.81% Reduced
164
Putnam Investments
Putnam Investments
Massachusetts
$319M -$24.5M 7 0.49% Reduced
165
Sarasin & Partners
Sarasin & Partners
United Kingdom
$317M -$11.1M 3 3.2% Reduced
166
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$315M +$15.9M 5 1.64% Increased
167
Westwood Holdings Group
Westwood Holdings Group
Texas
$313M +$57.3M 5 3.4% Increased
168
RGREA
Ranger Global Real Estate Advisors
Colorado
$308M +$182M 5 23.92% Increased
169
Natixis Advisors
Natixis Advisors
Massachusetts
$305M +$60.3M 17 1.25% Increased
170
Scotia Capital
Scotia Capital
Ontario, Canada
$298M +$9.02M 8 2.17% Increased
171
CC
Cederberg Capital
United Kingdom
$294M +$18.7M 2 38.17% Increased
172
Panagora Asset Management
Panagora Asset Management
Massachusetts
$284M +$29.7M 19 1.52% Increased
173
Nomura Asset Management
Nomura Asset Management
Japan
$279M +$9.05M 11 1.58% Increased
174
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$278M +$8.38M 12 1.03% Increased
175
Aviva
Aviva
United Kingdom
$275M +$3.11M 14 1.23% Increased