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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
51
Russell Investments Group
Russell Investments Group
United Kingdom
$1.11B +$112M 22 2.28% Increased
52
Lazard Asset Management
Lazard Asset Management
New York
$1.09B +$4.06M 23 1.5% Increased
53
Millennium Management
Millennium Management
New York
$1.08B +$346M 36 0.6% Increased
54
Resolution Capital
Resolution Capital
Australia
$1.03B +$111M 2 17.74% Increased
55
Raymond James & Associates
Raymond James & Associates
Florida
$1.03B -$1.08M 23 0.94% Reduced
56
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$985M +$30.1M 4 17.2% Increased
57
1832 Asset Management
1832 Asset Management
Ontario, Canada
$982M -$101M 8 1.63% Reduced
58
UBS Group
UBS Group
Switzerland
$975M +$84.6M 50 0.36% Increased
59
California Public Employees Retirement System
California Public Employees Retirement System
California
$957M +$32.5M 14 0.82% Increased
60
Swedbank
Swedbank
Sweden
$949M +$28.7M 9 2.09% Increased
61
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$948M -$161M 23 0.6% Reduced
62
Credit Suisse
Credit Suisse
Switzerland
$913M +$24.8M 33 0.97% Increased
63
Fidelity International
Fidelity International
Bermuda
$894M -$900M 6 1.07% Reduced
64
Citadel Advisors
Citadel Advisors
Florida
$881M +$50.8M 40 0.21% Increased
65
Prudential Financial
Prudential Financial
New Jersey
$849M +$110M 23 1.43% Increased
66
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$842M -$164M 16 1.41% Reduced
67
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$840M +$29.7M 10 2.62% Increased
68
DZ Bank
DZ Bank
Germany
$813M +$50.9M 8 1.38% Increased
69
VOYA Investment Management
VOYA Investment Management
Georgia
$769M +$18.9M 23 0.89% Increased
70
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$742M +$8.11M 17 1.66% Increased
71
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$718M +$63.2M 27 0.96% Increased
72
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$713M -$1.91M 6 3.19% Reduced
73
SEI Investments
SEI Investments
Pennsylvania
$703M +$96.9M 22 1.56% Increased
74
Barclays
Barclays
United Kingdom
$663M +$6.96M 35 0.3% Increased
75
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$660M +$41M 27 0.9% Increased