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 |
Neuberger Berman Group
New York
| $2.13B | +$68M | 25 | 1.56% | Increased |
|
| 52 |
Daiwa Securities Group
Tokyo,
Japan
| $2.13B | -$31.1M | 13 | 7.18% | Reduced |
|
| 53 |
Fidelity International
Hamilton,
Bermuda
| $2.05B | -$92.2M | 12 | 1.61% | Reduced |
|
| 54 |
Barclays
London,
United Kingdom
| $2.04B | +$214M | 44 | 0.44% | Increased |
|
| 55 |
Millennium Management
New York
| $2.03B | +$414M | 36 | 0.87% | Increased |
|
| 56 |
National Bank of Canada
Montreal,
Quebec, Canada
| $1.98B | -$261M | 24 | 1.97% | Reduced |
|
| 57 |
Russell Investments Group
London,
United Kingdom
| $1.95B | +$16.8M | 34 | 2.21% | Increased |
|
| 58 |
Jane Street
New York
| $1.93B | +$672M | 42 | 0.29% | Increased |
|
| 59 |
Envestnet Asset Management
Chicago,
Illinois
| $1.93B | +$89M | 30 | 0.55% | Increased |
|
| 60 |
Swiss National Bank
Zurich,
Switzerland
| $1.91B | -$66.8M | 28 | 1.11% | Reduced |
|
| 61 |
Citadel Advisors
Miami,
Florida
| $1.84B | +$268M | 40 | 0.28% | Increased |
|
| 62 |
VOYA Investment Management
Atlanta,
Georgia
| $1.8B | +$316M | 29 | 1.8% | Increased |
|
| 63 |
Coatue Management
New York
| $1.79B | +$38.9M | 1 | 4.4% | Increased |
|
| 64 |
Primecap Management
Pasadena,
California
| $1.78B | -$214M | 3 | 1.37% | Reduced |
|
| 65 |
D.E. Shaw & Co
New York
| $1.65B | +$217M | 33 | 0.93% | Increased |
|
| 66 |
DZ Bank
Frankfurt Am Main,
Germany
| $1.64B | +$233M | 21 | 1.44% | Increased |
|
| 67 |
Victory Capital Management
San Antonio,
Texas
| $1.61B | -$610M | 28 | 0.94% | Reduced |
|
| 68 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $1.59B | -$190M | 20 | 1.86% | Reduced |
|
| 69 |
HSBC Holdings
London,
United Kingdom
| $1.57B | +$105M | 20 | 0.86% | Increased |
|
| 70 |
SEI Investments
Oaks,
Pennsylvania
| $1.56B | -$191M | 31 | 1.68% | Reduced |
|
| 71 |
Swedbank
Stockholm,
Sweden
| $1.52B | -$57M | 12 | 1.54% | Reduced |
|
| 72 |
Stifel Financial
St. Louis,
Missouri
| $1.43B | +$19.7M | 36 | 1.3% | Increased |
|
| 73 |
Federated Hermes
Pittsburgh,
Pennsylvania
| $1.42B | +$217M | 24 | 2.51% | Increased |
|
| 74 |
Citigroup
New York
| $1.41B | -$5.75M | 46 | 0.63% | Reduced |
|
| 75 |
RhumbLine Advisers
Boston,
Massachusetts
| $1.36B | -$73.6M | 35 | 1.09% | Reduced |
|