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 AM
Chicago,
Illinois
| $1.66B | -$1.61B | 27 | 0.48% | Reduced |
|
| 52 |
Jennison Associates
New York
| $1.62B | +$1.06B | 12 | 1.04% | Increased |
|
| 53 |
Russell Investments Group
London,
United Kingdom
| $1.58B | -$130M | 27 | 2.55% | Reduced |
|
| 54 |
Swiss National Bank
Zurich,
Switzerland
| $1.58B | +$10.8M | 25 | 1.08% | Increased |
|
| 55 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $1.55B | -$127M | 14 | 3.78% | Reduced |
|
| 56 |
GJL
Gendell Jeffrey L
| $1.53B | -$31.6M | 1 | 53.57% | Reduced |
|
| 57 |
Brookfield Corp
Toronto,
Ontario, Canada
| $1.53B | +$834K | 6 | 9.58% | Increased |
|
| 58 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $1.51B | -$44.7M | 25 | 1.73% | Reduced |
|
| 59 |
Millennium Management
New York
| $1.41B | +$162M | 33 | 0.65% | Increased |
|
| 60 |
Envestnet Asset Management
Chicago,
Illinois
| $1.38B | +$27.7M | 25 | 0.48% | Increased |
|
| 61 |
SEI Investments
Oaks,
Pennsylvania
| $1.38B | +$79.1M | 26 | 1.95% | Increased |
|
| 62 |
Resolution Capital
Sydney, NSW,
Australia
| $1.38B | -$34.1M | 3 | 25.88% | Reduced |
|
| 63 |
Primecap Management
Pasadena,
California
| $1.37B | -$44.3M | 2 | 0.99% | Reduced |
|
| 64 |
Boston Partners
Boston,
Massachusetts
| $1.31B | -$504M | 7 | 1.63% | Reduced |
|
| 65 |
Prudential Financial
Newark,
New Jersey
| $1.29B | -$26.8M | 24 | 1.94% | Reduced |
|
| 66 |
1832 Asset Management
Toronto,
Ontario, Canada
| $1.28B | -$53.7M | 12 | 1.04% | Reduced |
|
| 67 |
Lazard Asset Management
New York
| $1.24B | +$71.7M | 27 | 1.55% | Increased |
|
| 68 |
HSBC Holdings
London,
United Kingdom
| $1.23B | +$64.3M | 22 | 0.75% | Increased |
|
| 69 |
Swedbank
Stockholm,
Sweden
| $1.2B | +$327M | 12 | 1.61% | Increased |
|
| 70 |
California Public Employees Retirement System
Sacramento,
California
| $1.19B | -$28.9M | 15 | 0.88% | Reduced |
|
| 71 |
RhumbLine Advisers
Boston,
Massachusetts
| $1.14B | +$16.2M | 34 | 1.07% | Increased |
|
| 72 |
Citadel Advisors
Miami,
Florida
| $1.09B | -$68.6M | 35 | 0.22% | Reduced |
|
| 73 |
Brown Advisory
Baltimore,
Maryland
| $1.07B | -$64.1M | 15 | 1.39% | Reduced |
|
| 74 |
Stifel Financial
St. Louis,
Missouri
| $1.05B | +$72.8M | 23 | 1.18% | Increased |
|
| 75 |
VOYA Investment Management
Atlanta,
Georgia
| $1.03B | -$27.3M | 26 | 1.02% | Reduced |
|