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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
Korea Investment Corp
Korea Investment Corp
South Korea
$423M -$29.2M 9 1.07% Reduced
152
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$422M +$43.5M 16 1.81% Increased
153
Soroban Capital Partners
Soroban Capital Partners
New York
$421M $0 1 6.37% Maintained
154
VanEck Associates
VanEck Associates
New York
$418M +$79.5M 20 0.63% Increased
155
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$416M -$8.04M 15 1.54% Reduced
156
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$415M -$5.01M 30 0.29% Reduced
157
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$413M +$18.2M 20 0.97% Increased
158
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$413M -$36.2M 27 0.9% Reduced
159
Davenport & Co
Davenport & Co
Virginia
$411M -$33.5M 10 2.52% Reduced
160
HRES
Heitman Real Estate Securities
Illinois
$405M -$47.5M 4 23.03% Reduced
161
AGF Management
AGF Management
Ontario, Canada
$391M +$6.67M 8 2.17% Increased
162
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$387M -$12.2M 23 1.02% Reduced
163
Fisher Asset Management
Fisher Asset Management
Washington
$386M -$3.54M 6 0.18% Reduced
164
Los Angeles Capital Management
Los Angeles Capital Management
California
$384M +$113M 15 1.31% Increased
165
Hood River Capital Management
Hood River Capital Management
Florida
$382M -$56.1M 5 8.52% Reduced
166
Rockefeller Capital Management
Rockefeller Capital Management
New York
$381M +$14.5M 15 1.11% Increased
167
Fred Alger Management
Fred Alger Management
New York
$381M -$12.8M 8 1.89% Reduced
168
Moore Capital Management
Moore Capital Management
New York
$378M +$189M 6 6.03% Increased
169
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$376M -$10.4M 19 1.62% Reduced
170
National Bank of Canada
National Bank of Canada
Quebec, Canada
$371M -$11.8M 23 0.57% Reduced
171
Markel Group
Markel Group
Virginia
$369M +$3.07M 2 3.64% Increased
172
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$367M -$47.3M 2 14.53% Reduced
173
NSCM
New South Capital Management
Tennessee
$364M -$122M 3 15.25% Reduced
174
Two Sigma Advisers
Two Sigma Advisers
New York
$362M -$49.9M 19 0.84% Reduced
175
Alyeska Investment Group
Alyeska Investment Group
Illinois
$341M +$87.6M 8 2.1% Increased