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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
Scotia Capital
Scotia Capital
Ontario, Canada
$616M +$13.4M 11 2.62% Increased
152
Winslow Capital Management
Winslow Capital Management
Minnesota
$609M -$224M 3 2.01% Reduced
153
Markel Group
Markel Group
Virginia
$608M $0 2 4.94% Maintained
154
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$591M -$38.1M 25 1.03% Reduced
155
STRS Ohio
STRS Ohio
Ohio
$588M +$11.6M 25 2.16% Increased
156
Tidal Investments
Tidal Investments
Wisconsin
$582M +$107M 28 1.16% Increased
157
Corient Private Wealth
Corient Private Wealth
Florida
$580M -$43.7M 22 0.91% Reduced
158
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$575M +$43.1M 39 0.35% Increased
159
Marshall Wace
Marshall Wace
United Kingdom
$573M +$212M 25 0.58% Increased
160
Aviva
Aviva
United Kingdom
$558M +$29.2M 14 1.01% Increased
161
Select Equity Group
Select Equity Group
New York
$545M -$138M 3 2.25% Reduced
162
Point72 Asset Management
Point72 Asset Management
Connecticut
$543M +$47.1M 19 0.91% Increased
163
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$538M -$14.1M 16 3.85% Reduced
164
Rockefeller Capital Management
Rockefeller Capital Management
New York
$522M +$3.65M 37 1.02% Increased
165
CI Investments Inc
CI Investments Inc
Ontario, Canada
$512M -$33.9M 27 1.86% Reduced
166
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$508M +$17M 5 1.18% Increased
167
US Bancorp
US Bancorp
Minnesota
$507M +$6.85M 35 0.6% Increased
168
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$506M -$24.7M 12 1.68% Reduced
169
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$504M -$30.6M 7 3.16% Reduced
170
Voloridge Investment Management
Voloridge Investment Management
Florida
$502M +$170M 11 1.69% Increased
171
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$497M +$15.1M 3 19.53% Increased
172
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$496M -$3.89M 17 0.97% Reduced
173
Third Point
Third Point
New York
$486M +$10.2M 2 5.4% Increased
174
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$485M -$62.9M 26 0.8% Reduced
175
Robeco Schweiz
Robeco Schweiz
Switzerland
$481M -$39.2M 6 10.81% Reduced