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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
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$425M -$14.3M 20 1.74% Reduced
152
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$424M -$5.41M 33 0.35% Reduced
153
Eagle Asset Management
Eagle Asset Management
Florida
$422M -$18.5M 7 1.85% Reduced
154
KBC Group
KBC Group
Belgium
$421M +$31.9M 17 1.39% Increased
155
Westwood Holdings Group
Westwood Holdings Group
Texas
$419M +$43.1M 6 3.76% Increased
156
National Pension Service
National Pension Service
South Korea
$417M -$20.8M 7 0.73% Reduced
157
Alkeon Capital Management
Alkeon Capital Management
New York
$405M $0 1 0.75% Maintained
158
Congress Asset Management
Congress Asset Management
Massachusetts
$396M -$38.7M 6 3.02% Reduced
159
HRES
Heitman Real Estate Securities
Illinois
$394M +$83.1M 3 17.64% Increased
160
Wasatch Advisors
Wasatch Advisors
Utah
$391M -$238M 4 1.59% Reduced
161
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$389M -$26.4M 17 0.8% Reduced
162
1WCM
12 West Capital Management
New York
$373M -$15.3M 1 16.55% Reduced
163
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$371M -$313M 7 0.8% Reduced
164
Natixis Advisors
Natixis Advisors
Massachusetts
$369M +$21.7M 17 1.41% Increased
165
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$369M +$9.66M 10 1.8% Increased
166
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$361M +$150M 6 2.22% Increased
167
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$360M -$36.9M 13 0.75% Reduced
168
Scotia Capital
Scotia Capital
Ontario, Canada
$358M +$16.8M 10 2.35% Increased
169
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$357M +$27.6M 1 10.92% Increased
170
Nomura Asset Management
Nomura Asset Management
Japan
$355M +$17.2M 10 1.8% Increased
171
Putnam Investments
Putnam Investments
Massachusetts
$354M -$14.2M 8 0.51% Reduced
172
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$351M -$46.5M 16 0.68% Reduced
173
Sarasin & Partners
Sarasin & Partners
United Kingdom
$349M -$1.67M 3 3.18% Reduced
174
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$337M -$68.6M 10 0.72% Reduced
175
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$323M +$16.5M 13 1.08% Increased