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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 Asset Management
Mitsubishi UFJ Asset Management
Japan
$257M +$29M 16 0.83% Increased
152
AQR Capital Management
AQR Capital Management
Connecticut
$255M -$97.7M 21 0.62% Reduced
153
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$254M +$1.17M 22 0.63% Increased
154
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$254M -$7.98M 2 2.67% Reduced
155
Nomura Asset Management
Nomura Asset Management
Japan
$253M +$19.7M 11 1.61% Increased
156
Westwood Holdings Group
Westwood Holdings Group
Texas
$251M +$26.9M 7 2.96% Increased
157
Pentwater Capital Management
Pentwater Capital Management
Florida
$243M +$22.9M 1 2.71% Increased
158
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$242M +$6.78M 8 1.86% Increased
159
HRES
Heitman Real Estate Securities
Illinois
$241M -$18.5M 3 13.01% Reduced
160
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$238M +$10.7M 18 2.7% Increased
161
Aviva
Aviva
United Kingdom
$235M +$12M 11 1.36% Increased
162
US Bancorp
US Bancorp
Minnesota
$235M -$10M 28 0.48% Reduced
163
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$232M +$28.1M 11 0.65% Increased
164
AMF Tjänstepension
AMF Tjänstepension
Sweden
$231M -$45.4M 4 2.74% Reduced
165
Epoch Investment Partners
Epoch Investment Partners
New York
$229M -$7.06M 5 1.49% Reduced
166
Fred Alger Management
Fred Alger Management
New York
$227M -$55.2M 6 1.15% Reduced
167
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$223M +$1.05M 19 0.61% Increased
168
KBC Group
KBC Group
Belgium
$222M -$15.9M 15 1.16% Reduced
169
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$222M +$13.8M 6 2.1% Increased
170
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$220M +$36.4M 12 0.87% Increased
171
HBK Investments
HBK Investments
Texas
$219M +$167M 1 1.55% Increased
172
ZP
Zimmer Partners
New York
$218M +$179M 2 4.74% Increased
173
DG
DigitalBridge Group
Florida
$218M +$62.2M 4 30.93% Increased
174
M&G Investment Management
M&G Investment Management
United Kingdom
$214M -$27.7M 4 1.24% Reduced
175
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$213M +$23.5M 4 3.09% Increased