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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
UBS Group
UBS Group
Switzerland
$1.59B +$153M 47 0.48% Increased
52
Brookfield Corp
Brookfield Corp
Ontario, Canada
$1.58B +$982M 6 9.03% Increased
53
Raymond James & Associates
Raymond James & Associates
Florida
$1.53B +$59.1M 23 1.15% Increased
54
Resolution Capital
Resolution Capital
Australia
$1.53B +$112M 3 27.76% Increased
55
Macquarie Group
Macquarie Group
Australia
$1.49B -$106M 17 1.72% Reduced
56
Swiss National Bank
Swiss National Bank
Switzerland
$1.45B -$22.7M 24 1.07% Reduced
57
Primecap Management
Primecap Management
California
$1.43B -$25.5M 2 1.13% Reduced
58
Boston Partners
Boston Partners
Massachusetts
$1.41B -$176M 7 1.86% Reduced
59
Prudential Financial
Prudential Financial
New Jersey
$1.34B +$13.2M 23 2.03% Increased
60
Lazard Asset Management
Lazard Asset Management
New York
$1.33B +$24.2M 25 1.68% Increased
61
Swedbank
Swedbank
Sweden
$1.26B +$91.3M 10 2.03% Increased
62
Credit Suisse
Credit Suisse
Switzerland
$1.23B +$27.8M 27 1.18% Increased
63
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.22B -$32.6M 11 1.75% Reduced
64
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.22B +$19.6M 26 0.5% Increased
65
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$1.21B -$19.1M 13 3.03% Reduced
66
SEI Investments
SEI Investments
Pennsylvania
$1.16B +$60.3M 24 1.87% Increased
67
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.15B +$9.76M 15 0.87% Increased
68
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.11B -$80.5M 25 0.67% Reduced
69
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.1B -$135M 2 3.86% Reduced
70
Victory Capital Management
Victory Capital Management
Texas
$1.08B -$54M 23 1.13% Reduced
71
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$999M -$8.22M 34 1.05% Reduced
72
HSBC Holdings
HSBC Holdings
United Kingdom
$978M +$90.8M 21 0.85% Increased
73
Brown Advisory
Brown Advisory
Maryland
$953M +$22.2M 15 1.34% Increased
74
Citadel Advisors
Citadel Advisors
Florida
$943M +$22.9M 38 0.19% Increased
75
VOYA Investment Management
VOYA Investment Management
Georgia
$929M +$164M 25 0.96% Increased