← 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
176
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$267M -$105M 27 0.38% Reduced
177
AMF Tjänstepension
AMF Tjänstepension
Sweden
$266M -$24.6M 4 1.93% Reduced
178
US Bancorp
US Bancorp
Minnesota
$264M -$1.81M 30 0.5% Reduced
179
M&G Investment Management
M&G Investment Management
United Kingdom
$259M +$2.62M 12 0.62% Increased
180
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$258M -$49M 14 1.48% Reduced
181
Holocene Advisors
Holocene Advisors
New York
$257M +$49.2M 8 1.4% Increased
182
Lyrical Asset Management
Lyrical Asset Management
New York
$257M -$7.87M 1 3.29% Reduced
183
CA
Capitolis Advisors
New York
$256M -$37M 7 2.33% Reduced
184
AACA
American Assets Capital Advisers
California
$255M +$63.1M 7 30.53% Increased
185
Baird Financial Group
Baird Financial Group
Wisconsin
$255M +$11.5M 15 0.65% Increased
186
LPU
Lansdowne Partners (UK)
United Kingdom
$253M -$3.94M 2 11.91% Reduced
187
HRES
Heitman Real Estate Securities
Illinois
$252M -$61.4M 3 11.48% Reduced
188
Guggenheim Capital
Guggenheim Capital
Illinois
$252M +$5.45M 19 1.51% Increased
189
GQG Partners
GQG Partners
Florida
$247M +$232M 1 0.68% New
190
Truist Financial
Truist Financial
North Carolina
$245M +$4.74M 17 0.4% Increased
191
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$242M +$19.3M 18 1.19% Increased
192
Robeco Schweiz
Robeco Schweiz
Switzerland
$238M -$21.7M 5 2.78% Reduced
193
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$238M -$151M 14 0.58% Reduced
194
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$234M -$25.5M 12 1.38% Reduced
195
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$228M +$36M 4 2.59% Increased
196
ProShare Advisors
ProShare Advisors
Maryland
$226M -$4.96M 17 0.64% Reduced
197
Rockefeller Capital Management
Rockefeller Capital Management
New York
$222M +$15.7M 28 1.17% Increased
198
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$222M -$5.39M 2 2.18% Reduced
199
IAM
Iridian Asset Management
Connecticut
$221M -$111M 3 6.76% Reduced
200
Manning & Napier Group
Manning & Napier Group
New York
$218M -$3.95M 6 1.87% Reduced