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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
76
Platinum Equity Advisors
Platinum Equity Advisors
California
$948M -$549M 1 32.76% Reduced
77
Barclays
Barclays
United Kingdom
$938M +$153M 25 0.35% Increased
78
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$917M +$130M 19 1.2% Increased
79
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$900M +$42.7M 20 1.94% Increased
80
Citigroup
Citigroup
New York
$886M -$111M 37 0.47% Reduced
81
AKRE Capital Management
AKRE Capital Management
Virginia
$880M +$41.7K 2 4.91% Increased
82
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$866M -$38.9M 26 0.87% Reduced
83
CI Investments Inc
CI Investments Inc
Ontario, Canada
$851M -$90.4M 20 2.94% Reduced
84
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$848M -$52.8M 5 12.13% Reduced
85
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$835M -$42.9M 13 1.12% Reduced
86
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$829M -$2.99M 8 1.91% Reduced
87
Aberdeen Group
Aberdeen Group
United Kingdom
$817M +$57.8M 16 1.79% Increased
88
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$816M +$6M 23 1% Increased
89
Brown Advisory
Brown Advisory
Maryland
$805M +$51.5M 14 1% Increased
90
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$798M -$51.3M 1 4.56% Reduced
91
CIBC World Market
CIBC World Market
Ontario, Canada
$784M +$15.9M 11 2.25% Increased
92
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$779M +$17.5M 26 0.91% Increased
93
Stifel Financial
Stifel Financial
Missouri
$770M -$40.4M 21 1.02% Reduced
94
SEI Investments
SEI Investments
Pennsylvania
$769M -$35.9M 27 1.44% Reduced
95
Pacer Advisors
Pacer Advisors
Pennsylvania
$769M +$19.9M 18 7.88% Increased
96
Parnassus Investments
Parnassus Investments
California
$760M -$21.6M 2 1.46% Reduced
97
HSBC Holdings
HSBC Holdings
United Kingdom
$748M -$61.6M 24 0.69% Reduced
98
STT
Singapore Technologies Telemedia
Singapore
$747M $0 1 100% Maintained
99
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$742M +$62.5M 21 1.8% Increased
100
VOYA Investment Management
VOYA Investment Management
Georgia
$734M -$97.6M 25 1.41% Reduced