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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
Markel Group
Markel Group
Virginia
$461M $0 2 4.09% Maintained
152
Scotia Capital
Scotia Capital
Ontario, Canada
$454M +$20.3M 8 2.43% Increased
153
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$451M -$23.9M 4 19.74% Reduced
154
Aviva
Aviva
United Kingdom
$444M +$62.8M 14 1.07% Increased
155
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$413M -$43.7M 12 1.61% Reduced
156
Royal London Asset Management
Royal London Asset Management
United Kingdom
$412M +$74.9M 12 0.98% Increased
157
Man Group
Man Group
United Kingdom
$410M -$19.6M 17 1.04% Reduced
158
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$409M +$16.9M 15 1.78% Increased
159
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$408M -$120M 2 3.3% Reduced
160
Rockefeller Capital Management
Rockefeller Capital Management
New York
$404M +$48.5M 16 1% Increased
161
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$402M -$20.7M 36 0.07% Reduced
162
STT
Singapore Technologies Telemedia
Singapore
$401M $0 1 100% Maintained
163
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$398M +$18.9M 37 0.21% Increased
164
Voloridge Investment Management
Voloridge Investment Management
Florida
$397M +$288M 12 1.47% Increased
165
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$389M -$68.9M 12 1.04% Reduced
166
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$386M -$21.6M 18 0.89% Reduced
167
Point72 Asset Management
Point72 Asset Management
Connecticut
$385M +$194M 12 0.88% Increased
168
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$384M +$133M 13 3.36% Increased
169
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$378M +$16.9M 17 1.45% Increased
170
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$366M -$336M 11 1.3% Reduced
171
US Bancorp
US Bancorp
Minnesota
$360M +$22M 32 0.48% Increased
172
Two Sigma Investments
Two Sigma Investments
New York
$358M +$228M 23 0.77% Increased
173
M&G plc
M&G plc
United Kingdom
$354M +$85.5M 8 1.7% Increased
174
Fisher Asset Management
Fisher Asset Management
Washington
$354M -$4.61M 7 0.15% Reduced
175
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$352M +$65.6M 6 3.2% Increased