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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
Marshall Wace
Marshall Wace
United Kingdom
$416M +$120M 22 0.51% Increased
177
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$415M -$4.28M 20 1.65% Reduced
178
Royal London Asset Management
Royal London Asset Management
United Kingdom
$410M +$33.4M 11 1.01% Increased
179
Fisher Asset Management
Fisher Asset Management
Washington
$395M -$1.35M 7 0.16% Reduced
180
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$394M -$54M 5 0.24% Reduced
181
Storebrand Asset Management
Storebrand Asset Management
Norway
$391M +$15.9M 16 1.23% Increased
182
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$383M +$45.3M 8 0.76% Increased
183
US Bancorp
US Bancorp
Minnesota
$381M +$65M 28 0.49% Increased
184
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$372M -$74.8M 14 1.81% Reduced
185
NSCM
New South Capital Management
Tennessee
$367M -$3.56M 3 15.03% Reduced
186
Axiom Investors
Axiom Investors
Connecticut
$364M +$12.1M 4 3.2% Increased
187
Alkeon Capital Management
Alkeon Capital Management
New York
$363M -$206K 1 0.62% Reduced
188
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$363M +$1.59M 21 1.5% Increased
189
KBC Group
KBC Group
Belgium
$356M +$208M 22 1.08% Increased
190
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$355M +$59.4M 7 2.43% Increased
191
Truist Financial
Truist Financial
North Carolina
$355M +$2.49M 21 0.56% Increased
192
Hood River Capital Management
Hood River Capital Management
Florida
$354M -$46.2M 3 5.72% Reduced
193
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$347M +$26.1M 1 1.71% Increased
194
Frontier Capital Management
Frontier Capital Management
Massachusetts
$346M +$60.6M 6 3.25% Increased
195
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$343M +$52M 14 0.68% Increased
196
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$330M +$33.8M 6 10.57% Increased
197
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$329M +$69.6M 6 2.85% Increased
198
Acadian Asset Management
Acadian Asset Management
Massachusetts
$323M -$15.5M 18 1% Reduced
199
STT
Singapore Technologies Telemedia
Singapore
$323M $0 1 100% Maintained
200
M&G plc
M&G plc
United Kingdom
$323M -$41.6M 6 1.17% Reduced