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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
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$501M -$43.8M 11 1.88% Reduced
152
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$497M +$9.71M 25 2.45% Increased
153
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$496M -$15.8M 19 0.87% Reduced
154
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$494M +$26.9M 34 0.09% Increased
155
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$492M -$23.2M 10 0.87% Reduced
156
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$490M +$154M 14 1.16% Increased
157
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$490M -$16.4M 17 1.01% Reduced
158
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$485M -$194M 14 0.41% Reduced
159
Alyeska Investment Group
Alyeska Investment Group
Illinois
$469M -$9.77M 6 2.39% Reduced
160
Markel Group
Markel Group
Virginia
$468M $0 2 4.22% Maintained
161
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$462M +$29.1M 33 0.3% Increased
162
Baird Financial Group
Baird Financial Group
Wisconsin
$461M +$38.8M 15 0.89% Increased
163
Rockefeller Capital Management
Rockefeller Capital Management
New York
$459M -$15.1M 15 1.23% Reduced
164
ACM
Adelante Capital Management
California
$458M +$29.1M 4 29.55% Increased
165
Robeco Schweiz
Robeco Schweiz
Switzerland
$453M -$47.2K 6 8.49% Reduced
166
Winslow Capital Management
Winslow Capital Management
Minnesota
$448M +$167M 1 1.61% Increased
167
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$442M +$184M 12 1.1% Increased
168
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$442M +$970K 13 1.01% Increased
169
Aviva
Aviva
United Kingdom
$431M -$1.98M 15 1.12% Reduced
170
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$431M +$2.44M 19 0.82% Increased
171
HRES
Heitman Real Estate Securities
Illinois
$430M -$30.2M 4 23.44% Reduced
172
Scotia Capital
Scotia Capital
Ontario, Canada
$430M +$4.69M 12 2.3% Increased
173
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$420M +$11.2M 24 1.06% Increased
174
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$418M -$9.94M 15 1.47% Reduced
175
Rafferty Asset Management
Rafferty Asset Management
New York
$417M -$4.08M 10 1.43% Reduced