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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
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$418M +$98.8M 7 2.9% Increased
177
Robeco Schweiz
Robeco Schweiz
Switzerland
$417M -$35.3M 6 9.62% Reduced
178
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$412M +$9.74M 13 0.96% Increased
179
Fisher Asset Management
Fisher Asset Management
Washington
$410M +$16.1M 8 0.16% Increased
180
Danske Bank
Danske Bank
Denmark
$409M +$19.7M 18 1.02% Increased
181
Lyrical Asset Management
Lyrical Asset Management
New York
$398M -$24.7M 1 5.74% Reduced
182
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$394M +$115M 4 3.69% Increased
183
Frontier Capital Management
Frontier Capital Management
Massachusetts
$389M +$47.6M 8 3.6% Increased
184
Third Point
Third Point
New York
$388M +$105M 2 5.1% Increased
185
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$384M -$21.5M 7 3.12% Reduced
186
Point72 Asset Management
Point72 Asset Management
Connecticut
$383M -$82M 13 0.75% Reduced
187
VARA
Value Aligned Research Advisors
New Jersey
$383M +$71.8M 6 8.09% Increased
188
Storebrand Asset Management
Storebrand Asset Management
Norway
$377M -$18.2M 15 1.09% Reduced
189
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$374M +$25.7M 20 1.33% Increased
190
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$373M -$95.5M 26 0.91% Reduced
191
Regents of the University of California
Regents of the University of California
California
$370M $0 1 31.37% Maintained
192
M&G plc
M&G plc
United Kingdom
$369M +$5.29M 6 2.03% Increased
193
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$367M -$23.6M 26 0.9% Reduced
194
AMF Tjänstepension
AMF Tjänstepension
Sweden
$363M +$43.7M 1 2.41% Increased
195
Baird Financial Group
Baird Financial Group
Wisconsin
$360M +$2.99M 15 0.63% Increased
196
BC
BIT Capital
Germany
$357M +$22.2M 7 20.58% Increased
197
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$355M -$60.6M 21 0.78% Reduced
198
Truist Financial
Truist Financial
North Carolina
$355M +$8.71M 24 0.52% Increased
199
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$353M +$6.39M 2 3.43% Increased
200
Tredje AP-fonden
Tredje AP-fonden
Sweden
$349M +$53.8M 9 2.78% Increased