← 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
Corient Private Wealth
Corient Private Wealth
Florida
$647M +$65M 27 0.88% Increased
152
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$645M +$818K 26 2.01% Increased
153
Scotia Capital
Scotia Capital
Ontario, Canada
$637M +$11.6M 10 2.57% Increased
154
Aviva
Aviva
United Kingdom
$612M +$68.3M 14 1.03% Increased
155
Markel Group
Markel Group
Virginia
$612M -$137 2 4.88% Reduced
156
STRS Ohio
STRS Ohio
Ohio
$594M +$4.22M 27 2.22% Increased
157
Davenport & Co
Davenport & Co
Virginia
$587M -$50.1M 15 3.13% Reduced
158
Alyeska Investment Group
Alyeska Investment Group
Illinois
$585M -$280M 11 1.65% Reduced
159
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$572M -$7.94M 25 1.01% Reduced
160
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$568M +$242M 19 1.49% Increased
161
Rockefeller Capital Management
Rockefeller Capital Management
New York
$561M +$61.2M 41 1.01% Increased
162
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$560M +$36M 18 1.79% Increased
163
CI Investments Inc
CI Investments Inc
Ontario, Canada
$547M +$23.3M 11 2.4% Increased
164
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$547M +$47.2M 9 3.36% Increased
165
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$536M -$1.36M 18 3.82% Reduced
166
Alkeon Capital Management
Alkeon Capital Management
New York
$534M +$187M 3 0.85% Increased
167
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$519M -$10.1M 42 0.28% Reduced
168
Voloridge Investment Management
Voloridge Investment Management
Florida
$517M +$32.8M 14 1.82% Increased
169
Wasatch Advisors
Wasatch Advisors
Utah
$503M +$99.8M 4 2.99% Increased
170
Korea Investment Corp
Korea Investment Corp
South Korea
$500M +$40.9M 14 0.98% Increased
171
US Bancorp
US Bancorp
Minnesota
$493M -$6.79M 35 0.58% Reduced
172
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$490M +$150M 14 0.7% Increased
173
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$482M +$51.6M 4 1.16% Increased
174
KBC Group
KBC Group
Belgium
$481M +$137M 28 1.1% Increased
175
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$478M -$7.14M 17 0.93% Reduced