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 |
APG Asset Management US
New York
| $4.81B | -$11.1M | 4 | 37.69% | Reduced |
|
| 27 |
Bank of New York Mellon
New York
| $4.77B | +$196M | 37 | 0.84% | Increased |
|
| 28 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $4.65B | +$463M | 37 | 1.52% | Increased |
|
| 29 |
Ameriprise
Minneapolis,
Minnesota
| $4.56B | -$603M | 32 | 1.03% | Reduced |
|
| 30 |
Franklin Resources
San Mateo,
California
| $4.52B | +$79.4M | 29 | 1.11% | Increased |
|
| 31 |
Wells Fargo
San Francisco,
California
| $4.1B | -$425M | 44 | 0.75% | Reduced |
|
| 32 |
GJL
Gendell Jeffrey L
| $4.07B | -$69.9M | 2 | 70.65% | Reduced |
|
| 33 |
Bank of Montreal
Toronto,
Ontario, Canada
| $4.04B | -$17.4M | 33 | 1.4% | Reduced |
|
| 34 |
Janus Henderson Group
London,
| $3.98B | -$89.1M | 29 | 1.78% | Reduced |
|
| 35 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| $3.76B | +$260M | 22 | 2.51% | Increased |
|
| 36 |
Capital Research Global Investors
Los Angeles,
California
| $3.68B | +$355M | 10 | 0.68% | Increased |
|
| 37 |
Amundi
Paris,
France
| $3.65B | +$692M | 26 | 0.99% | Increased |
|
| 38 |
UBS AM
Chicago,
Illinois
| $3.38B | -$2.21B | 31 | 0.72% | Reduced |
|
| 39 |
First Trust Advisors
Wheaton,
Illinois
| $3.34B | +$715M | 31 | 2.43% | Increased |
|
| 40 |
Raymond James Financial
St Petersburg,
Florida
| $3.32B | -$53.9M | 34 | 1.03% | Reduced |
|
| 41 |
1832 Asset Management
Toronto,
Ontario, Canada
| $3.06B | +$769M | 12 | 2.33% | Increased |
|
| 42 |
AQR Capital Management
Greenwich,
Connecticut
| $2.83B | +$508M | 32 | 1.49% | Increased |
|
| 43 |
Pershing Square Capital Management
New York
| $2.82B | -$5.8M | 1 | 18.15% | Reduced |
|
| 44 |
AllianceBernstein
Nashville,
Tennessee
| $2.73B | -$628M | 31 | 0.86% | Reduced |
|
| 45 |
Millennium Management
New York
| $2.36B | +$305M | 44 | 0.99% | Increased |
|
| 46 |
Barclays
London,
United Kingdom
| $2.32B | +$346M | 42 | 0.56% | Increased |
|
| 47 |
ClearBridge Investments
New York
| $2.31B | -$307M | 10 | 1.85% | Reduced |
|
| 48 |
Brookfield Corp
Toronto,
Ontario, Canada
| $2.29B | +$46M | 6 | 2.83% | Increased |
|
| 49 |
TD Asset Management
Toronto,
Ontario, Canada
| $2.28B | -$60.5M | 17 | 1.84% | Reduced |
|
| 50 |
American Century Companies
Kansas City,
Missouri
| $2.27B | -$175M | 32 | 1.14% | Reduced |
|