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 |
Brookfield Corp
Toronto,
Ontario, Canada
| $2.02B | -$10.8M | 6 | 2.45% | Reduced |
|
| 52 |
Victory Capital Management
San Antonio,
Texas
| $2B | +$962M | 28 | 1.29% | Increased |
|
| 53 |
Fidelity International
Hamilton,
Bermuda
| $1.9B | +$338M | 12 | 1.62% | Increased |
|
| 54 |
First Trust Advisors
Wheaton,
Illinois
| $1.81B | +$217M | 29 | 1.45% | Increased |
|
| 55 |
Neuberger Berman Group
New York
| $1.81B | -$98.8M | 23 | 1.39% | Reduced |
|
| 56 |
Swiss National Bank
Zurich,
Switzerland
| $1.8B | +$102M | 27 | 1.08% | Increased |
|
| 57 |
Russell Investments Group
London,
United Kingdom
| $1.8B | +$54.7M | 29 | 2.29% | Increased |
|
| 58 |
Primecap Management
Pasadena,
California
| $1.73B | -$108M | 3 | 1.37% | Reduced |
|
| 59 |
Coatue Management
New York
| $1.67B | -$44M | 1 | 4.66% | Reduced |
|
| 60 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $1.64B | +$28.2M | 21 | 2.01% | Increased |
|
| 61 |
Envestnet Asset Management
Chicago,
Illinois
| $1.63B | +$59.1M | 31 | 0.48% | Increased |
|
| 62 |
Barclays
London,
United Kingdom
| $1.62B | -$189M | 38 | 0.37% | Reduced |
|
| 63 |
SEI Investments
Oaks,
Pennsylvania
| $1.59B | +$199M | 30 | 1.84% | Increased |
|
| 64 |
AQR Capital Management
Greenwich,
Connecticut
| $1.58B | +$233M | 28 | 1.3% | Increased |
|
| 65 |
Capital International Investors
Los Angeles,
California
| $1.58B | +$88.8M | 6 | 0.27% | Increased |
|
| 66 |
Swedbank
Stockholm,
Sweden
| $1.45B | +$96.8M | 12 | 1.63% | Increased |
|
| 67 |
HSBC Holdings
London,
United Kingdom
| $1.41B | +$13.1M | 22 | 0.85% | Increased |
|
| 68 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $1.37B | +$51.7M | 3 | 4.61% | Increased |
|
| 69 |
Prudential Financial
Newark,
New Jersey
| $1.31B | -$3.24M | 25 | 1.69% | Reduced |
|
| 70 |
Stifel Financial
St. Louis,
Missouri
| $1.29B | +$51M | 32 | 1.26% | Increased |
|
| 71 |
Boston Partners
Boston,
Massachusetts
| $1.28B | +$31.7M | 8 | 1.43% | Increased |
|
| 72 |
RhumbLine Advisers
Boston,
Massachusetts
| $1.28B | +$8.32M | 35 | 1.09% | Increased |
|
| 73 |
Resolution Capital
Sydney, NSW,
Australia
| $1.24B | +$150M | 3 | 24.64% | Increased |
|
| 74 |
DZ Bank
Frankfurt Am Main,
Germany
| $1.23B | +$7.8M | 19 | 1.23% | Increased |
|
| 75 |
Millennium Management
New York
| $1.23B | -$390M | 33 | 0.59% | Reduced |
|