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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
26
Lazard Asset Management
Lazard Asset Management
New York
$1.52B +$16.6M 8 2.6% Increased
27
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.47B -$82.2M 11 11.76% Reduced
28
Morgan Stanley
Morgan Stanley
New York
$1.47B -$67.7M 30 0.41% Reduced
29
Boston Partners
Boston Partners
Massachusetts
$1.44B -$138M 4 1.73% Reduced
30
Ameriprise
Ameriprise
Minnesota
$1.38B +$324M 21 0.62% Increased
31
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.33B -$235M 20 0.21% Reduced
32
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.29B +$4.89M 5 0.55% Increased
33
Charles Schwab
Charles Schwab
California
$1.21B +$97.4M 20 0.94% Increased
34
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$1.13B -$97.1M 5 14.64% Reduced
35
Capital International Investors
Capital International Investors
California
$1.1B +$69.8M 3 1.27% Increased
36
Legal & General Group
Legal & General Group
United Kingdom
$1.08B -$16.7M 24 0.82% Reduced
37
TD Asset Management
TD Asset Management
Ontario, Canada
$980M +$39.6M 10 1.5% Increased
38
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$948M +$955M 6 14.79% New
39
Edgewood Management
Edgewood Management
Connecticut
$923M +$151M 1 3.68% Increased
40
UBS AM
UBS AM
Illinois
$905M +$98M 18 0.71% Increased
41
AllianceBernstein
AllianceBernstein
Tennessee
$876M -$83.5M 19 0.63% Reduced
42
Primecap Management
Primecap Management
California
$870M +$14.3M 1 0.65% Increased
43
Neuberger Berman Group
Neuberger Berman Group
New York
$864M +$44.3M 14 0.99% Increased
44
American Century Companies
American Century Companies
Missouri
$823M -$76.9M 11 0.84% Reduced
45
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$809M -$83.4M 21 0.55% Reduced
46
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$771M +$40.5M 25 0.85% Increased
47
PGGM Investments
PGGM Investments
Netherlands
$764M +$34M 3 4.32% Increased
48
Teachers Advisors
Teachers Advisors
New York
$729M +$42.1M 20 0.95% Increased
49
Aberdeen Group
Aberdeen Group
United Kingdom
$667M +$199M 7 1.32% Increased
50
Canada Life
Canada Life
Manitoba, Canada
$649M +$31.4M 16 1.57% Increased