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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
Boston Partners
Boston Partners
Massachusetts
$1.59B +$78.2M 6 1.85% Increased
27
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.56B +$122M 20 0.23% Increased
28
Lazard Asset Management
Lazard Asset Management
New York
$1.49B -$15.5M 8 2.41% Reduced
29
Charles Schwab
Charles Schwab
California
$1.46B +$114M 23 0.97% Increased
30
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.44B -$69.1M 10 12.09% Reduced
31
Ameriprise
Ameriprise
Minnesota
$1.42B -$55.3M 21 0.5% Reduced
32
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.39B +$6.67M 4 0.57% Increased
33
Janus Henderson Group
Janus Henderson Group
$1.26B -$110M 16 0.67% Reduced
34
Legal & General Group
Legal & General Group
United Kingdom
$1.23B +$99.7M 27 0.88% Increased
35
Neuberger Berman Group
Neuberger Berman Group
New York
$1.14B +$62.8M 15 1.29% Increased
36
Capital International Investors
Capital International Investors
California
$1.12B -$210M 4 0.51% Reduced
37
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$1.08B +$87.9M 8 15.93% Increased
38
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$1.07B -$170M 4 14.58% Reduced
39
TD Asset Management
TD Asset Management
Ontario, Canada
$1.02B -$74.5M 12 1.51% Reduced
40
Fidelity International
Fidelity International
Bermuda
$1.01B +$23M 8 1.49% Increased
41
Edgewood Management
Edgewood Management
Connecticut
$990M +$15.7M 1 3.31% Increased
42
American Century Companies
American Century Companies
Missouri
$965M -$50.4M 14 0.94% Reduced
43
Citadel Advisors
Citadel Advisors
Florida
$957M +$533M 26 0.43% Increased
44
UBS AM
UBS AM
Illinois
$936M -$23.6M 20 0.7% Reduced
45
PGGM Investments
PGGM Investments
Netherlands
$909M +$66.7M 3 4.79% Increased
46
Primecap Management
Primecap Management
California
$900M +$107M 3 0.61% Increased
47
Teachers Advisors
Teachers Advisors
New York
$862M +$34.7M 22 1.04% Increased
48
AllianceBernstein
AllianceBernstein
Tennessee
$822M +$31.9M 21 0.54% Increased
49
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$786M -$77.7M 23 0.51% Reduced
50
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$774M -$52.6M 20 0.82% Reduced