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 | |
|---|---|---|---|---|---|---|---|
| 26 |
GJL
Gendell Jeffrey L
| $7.62B | -$33.8M | 2 | 67.32% | Reduced |
|
| 27 |
UBS AM
Chicago,
Illinois
| $7.49B | +$1.12B | 35 | 1.36% | Increased |
|
| 28 |
Massachusetts Financial Services
Boston,
Massachusetts
| $7.24B | -$300M | 19 | 2.3% | Reduced |
|
| 29 |
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| $6.99B | +$37.8M | 49 | 1.54% | Increased |
|
| 30 |
Bank of New York Mellon
New York
| $6.87B | -$151M | 45 | 1.13% | Reduced |
|
| 31 |
Ameriprise
Minneapolis,
Minnesota
| $6.83B | -$301M | 37 | 1.38% | Reduced |
|
| 32 |
Jupiter Topco
New York
| $6.67B | +$5.79B | 31 | 2.72% | New |
|
| 33 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $6.47B | +$64.7M | 46 | 1.88% | Increased |
|
| 34 |
Franklin Resources
San Mateo,
California
| $6.39B | -$267M | 35 | 1.38% | Reduced |
|
| 35 |
AQR Capital Management
Greenwich,
Connecticut
| $6.16B | +$167M | 39 | 2.15% | Increased |
|
| 36 |
Coatue Management
New York
| $6.02B | +$2.14B | 6 | 12.37% | Increased |
|
| 37 |
First Trust Advisors
Wheaton,
Illinois
| $5.94B | +$107M | 33 | 3.49% | Increased |
|
| 38 |
Capital World Investors
Los Angeles,
California
| $5.89B | -$201M | 13 | 0.7% | Reduced |
|
| 39 |
Amundi
Paris,
France
| $5.78B | +$546M | 32 | 1.39% | Increased |
|
| 40 |
Wells Fargo
San Francisco,
California
| $5.53B | +$198M | 53 | 0.9% | Increased |
|
| 41 |
APG Asset Management US
New York
| $5.45B | $0 | 4 | 38.22% | Maintained |
|
| 42 |
Raymond James Financial
St Petersburg,
Florida
| $5.11B | +$98.3M | 45 | 1.38% | Increased |
|
| 43 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| $4.8B | +$187M | 24 | 2.65% | Increased |
|
| 44 |
Capital Research Global Investors
Los Angeles,
California
| $4.6B | -$549M | 11 | 0.64% | Reduced |
|
| 45 |
Bank of Montreal
Toronto,
Ontario, Canada
| $4.53B | +$449M | 38 | 1.49% | Increased |
|
| 46 |
Jane Street
New York
| $4.45B | +$2.04B | 47 | 0.37% | Increased |
|
| 47 |
Primecap Management
Pasadena,
California
| $3.89B | -$246M | 3 | 2.3% | Reduced |
|
| 48 |
AllianceBernstein
Nashville,
Tennessee
| $3.79B | +$453M | 41 | 1.25% | Increased |
|
| 49 |
American Century Companies
Kansas City,
Missouri
| $3.55B | -$108M | 36 | 1.57% | Reduced |
|
| 50 |
Barclays
London,
United Kingdom
| $3.54B | +$214M | 52 | 0.68% | Increased |
|