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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
Fisher Asset Management
Fisher Asset Management
Washington
$394M +$4.13M 7 0.16% Increased
177
Winslow Capital Management
Winslow Capital Management
Minnesota
$390M -$62.2M 1 1.39% Reduced
178
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$387M -$49.4M 12 0.91% Reduced
179
Alkeon Capital Management
Alkeon Capital Management
New York
$386M $0 1 0.78% Maintained
180
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$384M -$4.21M 17 1.39% Reduced
181
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$384M +$150M 12 1.61% Increased
182
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$379M -$41.5M 20 0.74% Reduced
183
STT
Singapore Technologies Telemedia
Singapore
$376M $0 1 100% Maintained
184
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$374M -$37.3M 26 0.95% Reduced
185
Storebrand Asset Management
Storebrand Asset Management
Norway
$373M -$10.6M 15 1.14% Reduced
186
Wasatch Advisors
Wasatch Advisors
Utah
$362M +$54.6M 4 1.79% Increased
187
Danske Bank
Danske Bank
Denmark
$362M +$64.9M 19 1.08% Increased
188
APG Asset Management
APG Asset Management
Netherlands
$361M +$336M 9 1.01% Increased
189
DG
DigitalBridge Group
Florida
$358M +$75.9M 5 25.62% Increased
190
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$354M +$3.06M 24 1.43% Increased
191
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$351M -$42.1M 20 1.39% Reduced
192
Panagora Asset Management
Panagora Asset Management
Massachusetts
$350M +$226M 13 1.62% Increased
193
Robeco Schweiz
Robeco Schweiz
Switzerland
$349M -$82.3M 6 7.47% Reduced
194
HRES
Heitman Real Estate Securities
Illinois
$348M -$70.7M 4 22.4% Reduced
195
Truist Financial
Truist Financial
North Carolina
$345M -$8.46M 22 0.54% Reduced
196
Hood River Capital Management
Hood River Capital Management
Florida
$343M -$18.3M 5 5.07% Reduced
197
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$342M +$21.2M 6 2.92% Increased
198
NSCM
New South Capital Management
Tennessee
$342M -$57.6M 3 14.39% Reduced
199
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$341M +$6.52M 13 0.65% Increased
200
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$337M -$37.5M 1 1.83% Reduced