← All themes

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
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$369M +$331M 1 4.57% New
152
Federated Hermes
Federated Hermes
Pennsylvania
$365M -$23M 19 0.82% Reduced
153
Westwood Holdings Group
Westwood Holdings Group
Texas
$362M +$20.7M 8 3.35% Increased
154
Scotia Capital
Scotia Capital
Ontario, Canada
$359M +$22.2M 11 2.28% Increased
155
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$355M -$19.4M 31 0.31% Reduced
156
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$351M +$2.52M 9 1.72% Increased
157
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$346M -$1.7M 7 0.81% Reduced
158
Alkeon Capital Management
Alkeon Capital Management
New York
$346M -$8.78M 1 0.69% Reduced
159
Putnam Investments
Putnam Investments
Massachusetts
$337M +$24.3M 11 0.51% Increased
160
KBC Group
KBC Group
Belgium
$336M -$39.9M 16 1.33% Reduced
161
HRES
Heitman Real Estate Securities
Illinois
$334M -$9.76M 3 13.2% Reduced
162
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$332M +$26.2M 11 0.78% Increased
163
Natixis Advisors
Natixis Advisors
Massachusetts
$332M +$1.34M 17 1.27% Increased
164
AMF Tjänstepension
AMF Tjänstepension
Sweden
$330M +$74.2M 3 2.44% Increased
165
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$327M -$12.4M 11 1.87% Reduced
166
Nomura Asset Management
Nomura Asset Management
Japan
$319M -$5.47M 13 1.74% Reduced
167
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$317M +$2.95M 17 0.62% Increased
168
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$312M -$38.8M 15 0.71% Reduced
169
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$309M -$24.4M 14 0.67% Reduced
170
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$305M +$8.17M 1 12.06% Increased
171
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$303M +$15.4M 17 1.2% Increased
172
National Bank of Canada
National Bank of Canada
Quebec, Canada
$301M +$60.5M 23 0.89% Increased
173
US Bancorp
US Bancorp
Minnesota
$300M +$14.1M 29 0.5% Increased
174
VanEck Associates
VanEck Associates
New York
$289M +$117M 20 0.6% Increased
175
1WCM
12 West Capital Management
New York
$288M -$23.3M 1 17.51% Reduced