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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
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$722M +$37.5M 35 2.6% Increased
152
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$707M -$42.4M 24 2.29% Reduced
153
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$702M -$815M 22 0.78% Reduced
154
Korea Investment Corp
Korea Investment Corp
South Korea
$702M +$106M 15 1.45% Increased
155
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$695M +$178M 4 2.47% Increased
156
KBC Group
KBC Group
Belgium
$691M +$90.1M 29 1.73% Increased
157
Rockefeller Capital Management
Rockefeller Capital Management
New York
$690M +$29.8M 42 1.22% Increased
158
AKRE Capital Management
AKRE Capital Management
Virginia
$689M -$435M 1 11.23% Reduced
159
STRS Ohio
STRS Ohio
Ohio
$684M -$29.2M 25 2.72% Reduced
160
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$683M -$5.92M 26 1.28% Reduced
161
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$679M -$115M 20 0.97% Reduced
162
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$677M +$384M 30 2.01% Increased
163
Marshall Wace
Marshall Wace
United Kingdom
$664M -$540M 34 0.66% Reduced
164
Brown Advisory
Brown Advisory
Maryland
$637M -$173M 20 1.05% Reduced
165
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$635M +$619M 31 1.83% New
166
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$625M +$54.2M 17 1.27% Increased
167
Man Group
Man Group
United Kingdom
$621M -$223M 26 1.13% Reduced
168
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$621M +$42.9M 18 2.09% Increased
169
CI Investments Inc
CI Investments Inc
Ontario, Canada
$620M +$23.8M 12 3.01% Increased
170
Acadian Asset Management
Acadian Asset Management
Massachusetts
$617M +$377M 23 0.88% Increased
171
US Bancorp
US Bancorp
Minnesota
$614M +$1.36M 37 0.75% Increased
172
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$604M -$38.8M 10 3.73% Reduced
173
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$604M +$131M 26 1.12% Increased
174
Jones Financial Companies
Jones Financial Companies
Missouri
$594M +$449M 42 0.29% Increased
175
Driehaus Capital Management
Driehaus Capital Management
Illinois
$585M +$37.4M 13 4.3% Increased