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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
AGF Management
AGF Management
Ontario, Canada
$538M -$948K 7 2.68% Reduced
152
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$533M +$3.74M 26 2.72% Increased
153
Alyeska Investment Group
Alyeska Investment Group
Illinois
$525M +$42.4M 11 1.97% Increased
154
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$523M -$51.6M 3 22.1% Reduced
155
Bahl & Gaynor
Bahl & Gaynor
Ohio
$521M -$18.4M 6 2.76% Reduced
156
Man Group
Man Group
United Kingdom
$514M -$66.5M 16 1.35% Reduced
157
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$513M +$27M 12 1.9% Increased
158
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$509M +$4.32M 11 0.8% Increased
159
Markel Group
Markel Group
Virginia
$506M $0 2 4.46% Maintained
160
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$505M +$62.8M 13 1.06% Increased
161
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$493M -$398M 3 1.68% Reduced
162
Axiom Investors
Axiom Investors
Connecticut
$487M +$101M 5 3.59% Increased
163
Scotia Capital
Scotia Capital
Ontario, Canada
$470M +$20.4M 11 2.48% Increased
164
Korea Investment Corp
Korea Investment Corp
South Korea
$470M -$28.2M 11 1.11% Reduced
165
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$464M -$5.41M 18 0.98% Reduced
166
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$455M +$48.7M 13 2.06% Increased
167
VH
V3 Holding
New York
$453M +$554M 1 100% New
168
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$447M +$88.3M 6 0.28% Increased
169
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$445M -$6.55M 33 0.3% Reduced
170
Baird Financial Group
Baird Financial Group
Wisconsin
$441M +$18M 16 0.84% Increased
171
Aviva
Aviva
United Kingdom
$440M +$9.83M 15 1.14% Increased
172
Rockefeller Capital Management
Rockefeller Capital Management
New York
$431M -$33.3M 16 1.12% Reduced
173
ACM
Adelante Capital Management
California
$427M -$9.89M 4 28.21% Reduced
174
US Bancorp
US Bancorp
Minnesota
$416M +$43.8M 32 0.54% Increased
175
Royal London Asset Management
Royal London Asset Management
United Kingdom
$405M +$1.69M 11 0.99% Increased