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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
176
USSCPF
United States Steel & Carnegie Pension Fund
New York
$142M $0 2 2.88% Maintained
177
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$141M -$5.73M 11 1.05% Reduced
178
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$141M -$12.2M 17 0.48% Reduced
179
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$139M +$28.9M 9 1.06% Increased
180
Epoch Investment Partners
Epoch Investment Partners
New York
$138M +$145M 3 0.52% Increased
181
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$134M -$20.6M 3 1.4% Reduced
182
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$134M -$6.68M 1 1.86% Reduced
183
Viking Global Investors
Viking Global Investors
Connecticut
$128M -$218M 1 0.49% Reduced
184
Wedge Capital Management
Wedge Capital Management
North Carolina
$126M +$5.55M 3 1.27% Increased
185
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$125M +$22.9M 7 2.15% Increased
186
Tocqueville Asset Management
Tocqueville Asset Management
New York
$124M -$28.4M 6 1.46% Reduced
187
Samlyn Capital
Samlyn Capital
New York
$124M +$29M 1 1.99% Increased
188
BlackRock Japan
BlackRock Japan
Japan
$124M -$466K 10 0.49% Reduced
189
SF
Schooner Foundation
Massachusetts
$123M $0 1 100% Maintained
190
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$119M -$2.55M 3 0.17% Reduced
191
Two Sigma Advisers
Two Sigma Advisers
New York
$118M -$2.89M 12 0.87% Reduced
192
GJL
Gendell Jeffrey L
$118M $0 1 18.43% Maintained
193
VOYA Investment Management
VOYA Investment Management
Georgia
$116M +$2.9M 17 0.26% Increased
194
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$116M +$413K 12 0.62% Increased
195
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$115M -$26M 6 0.48% Reduced
196
MTB
Mizuho Trust & Banking
Japan
$115M +$6.18M 8 0.39% Increased
197
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$114M +$9.78M 6 0.34% Increased
198
ACM
Adelante Capital Management
California
$114M +$21.5M 2 5.22% Increased
199
Wasatch Advisors
Wasatch Advisors
Utah
$113M -$57.8M 3 1.17% Reduced
200
RS Investment Management
RS Investment Management
California
$112M +$28M 4 1% Increased