← 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
201
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$185M +$10.1M 21 2.06% Increased
202
Manning & Napier Group
Manning & Napier Group
New York
$185M +$6.65M 5 2.14% Increased
203
Robeco Schweiz
Robeco Schweiz
Switzerland
$185M -$16.9M 4 3.29% Reduced
204
Point72 Asset Management
Point72 Asset Management
Connecticut
$184M +$3.98M 14 0.78% Increased
205
National Bank of Canada
National Bank of Canada
Quebec, Canada
$182M -$62.9M 20 0.83% Reduced
206
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$182M -$15.1M 5 1.25% Reduced
207
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$181M -$9.8M 24 1.06% Reduced
208
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$180M -$6.4M 9 1.7% Reduced
209
HA
Harbor Advisors
Florida
$179M -$32.2K 4 43.55% Reduced
210
INTECH Investment Management
INTECH Investment Management
Florida
$177M +$196M 8 1.02% New
211
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$177M +$4.15M 7 2.52% Increased
212
Wasatch Advisors
Wasatch Advisors
Utah
$176M -$32.7M 4 1.11% Reduced
213
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$173M +$5.04M 4 5.94% Increased
214
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$172M +$6.33M 2 4.38% Increased
215
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$172M -$109M 9 0.53% Reduced
216
Chevy Chase Trust
Chevy Chase Trust
Maryland
$171M +$1.2M 7 0.71% Increased
217
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$171M -$1.61M 3 2.47% Reduced
218
Alphinity Investment Management
Alphinity Investment Management
Australia
$170M +$11.6M 1 5.19% Increased
219
WBC
Westpac Banking Corp
Australia
$168M +$18.5M 8 2.18% Increased
220
LSV Asset Management
LSV Asset Management
Illinois
$167M -$33.4M 6 0.36% Reduced
221
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$166M +$2.04M 13 2.03% Increased
222
Guggenheim Capital
Guggenheim Capital
Illinois
$165M -$44.6M 17 1.3% Reduced
223
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$165M -$20.9M 14 1.4% Reduced
224
AACA
American Assets Capital Advisers
California
$164M -$26M 7 24.72% Reduced
225
Commerce Bank
Commerce Bank
Missouri
$158M -$39.4M 11 1.29% Reduced