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 |
Centersquare Investment Management
Conshohocken,
Pennsylvania
| $2.26B | +$54.8M | 5 | 22.27% | Increased |
|
| 52 |
Pictet Asset Management
Carouge,
Switzerland
| $2.15B | -$507M | 30 | 2.09% | Reduced |
|
| 53 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $2.13B | +$41.7M | 12 | 1.25% | Increased |
|
| 54 |
Daiwa Securities Group
Tokyo,
Japan
| $2.11B | +$66M | 14 | 6.73% | Increased |
|
| 55 |
Neuberger Berman Group
New York
| $2.06B | -$11M | 29 | 1.54% | Reduced |
|
| 56 |
Fidelity International
Hamilton,
Bermuda
| $1.91B | -$156M | 13 | 1.43% | Reduced |
|
| 57 |
Dodge & Cox
San Francisco,
California
| $1.89B | +$1.88B | 1 | 1.02% | New |
|
| 58 |
Envestnet Asset Management
Chicago,
Illinois
| $1.85B | -$60.5M | 33 | 0.55% | Reduced |
|
| 59 |
HSBC Holdings
London,
United Kingdom
| $1.85B | +$277M | 23 | 0.94% | Increased |
|
| 60 |
Citadel Advisors
Miami,
Florida
| $1.85B | +$46.2M | 46 | 0.28% | Increased |
|
| 61 |
National Bank of Canada
Montreal,
Quebec, Canada
| $1.84B | -$105M | 31 | 1.67% | Reduced |
|
| 62 |
Swiss National Bank
Zurich,
Switzerland
| $1.84B | -$27.3M | 30 | 1.09% | Reduced |
|
| 63 |
Russell Investments Group
London,
United Kingdom
| $1.77B | -$143M | 36 | 1.92% | Reduced |
|
| 64 |
Swedbank
Stockholm,
Sweden
| $1.75B | +$216M | 14 | 1.7% | Increased |
|
| 65 |
Jane Street
New York
| $1.74B | -$131M | 44 | 0.26% | Reduced |
|
| 66 |
D.E. Shaw & Co
New York
| $1.69B | +$186M | 32 | 0.93% | Increased |
|
| 67 |
Primecap Management
Pasadena,
California
| $1.68B | -$180M | 3 | 1.27% | Reduced |
|
| 68 |
Coatue Management
New York
| $1.64B | +$118M | 2 | 4.1% | Increased |
|
| 69 |
Victory Capital Management
San Antonio,
Texas
| $1.59B | -$41M | 29 | 0.9% | Reduced |
|
| 70 |
SEI Investments
Oaks,
Pennsylvania
| $1.57B | +$48.5M | 34 | 1.55% | Increased |
|
| 71 |
Citigroup
New York
| $1.55B | +$284M | 49 | 0.68% | Increased |
|
| 72 |
Federated Hermes
Pittsburgh,
Pennsylvania
| $1.5B | +$2.14M | 25 | 2.5% | Increased |
|
| 73 |
VOYA Investment Management
Atlanta,
Georgia
| $1.47B | -$339M | 28 | 1.45% | Reduced |
|
| 74 |
DZ Bank
Frankfurt Am Main,
Germany
| $1.47B | -$262M | 23 | 1.27% | Reduced |
|
| 75 |
BNP Paribas Financial Markets
Paris,
France
| $1.46B | +$535M | 42 | 0.66% | Increased |
|