← All themes

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
ACM
AEW Capital Management
Massachusetts
$525M -$45.6M 4 27.65% Reduced
152
Royal London Asset Management
Royal London Asset Management
United Kingdom
$523M -$7.9M 12 1.19% Reduced
153
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$516M +$224M 5 2.7% Increased
154
Korea Investment Corp
Korea Investment Corp
South Korea
$513M -$49.8M 11 1.14% Reduced
155
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$508M +$61M 13 3.99% Increased
156
CI Investments Inc
CI Investments Inc
Ontario, Canada
$503M -$24.9M 26 1.89% Reduced
157
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$500M +$14.6M 36 0.32% Increased
158
Aviva
Aviva
United Kingdom
$493M -$19.2M 14 1.02% Reduced
159
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$491M -$25.3M 9 1.58% Reduced
160
Rockefeller Capital Management
Rockefeller Capital Management
New York
$490M +$3.38M 18 1.07% Increased
161
Hood River Capital Management
Hood River Capital Management
Florida
$490M +$15.4M 6 6.84% Increased
162
STT
Singapore Technologies Telemedia
Singapore
$484M $0 1 100% Maintained
163
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$479M -$131M 22 0.82% Reduced
164
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$475M +$7.31M 12 1.7% Increased
165
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$474M +$22.5M 3 19.38% Increased
166
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$468M +$63.8M 5 1.12% Increased
167
VH
V3 Holding
New York
$466M $0 1 100% Maintained
168
Soroban Capital Partners
Soroban Capital Partners
New York
$466M -$87.9M 1 4.55% Reduced
169
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$456M +$1.91M 17 0.95% Increased
170
US Bancorp
US Bancorp
Minnesota
$453M +$1.07M 32 0.57% Increased
171
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$449M -$54.1M 13 1.58% Reduced
172
Rafferty Asset Management
Rafferty Asset Management
New York
$437M +$96.9M 14 1.44% Increased
173
Bahl & Gaynor
Bahl & Gaynor
Ohio
$433M -$118M 5 2.19% Reduced
174
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$428M +$21.4M 17 1.53% Increased
175
Pacer Advisors
Pacer Advisors
Pennsylvania
$422M -$245M 17 1.05% Reduced