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 | |
|---|---|---|---|---|---|---|---|
| 101 |
CIBC World Market
Toronto,
Ontario, Canada
| $625M | +$1.07M | 9 | 1.74% | Increased |
|
| 102 |
Asset Management One
Tokyo,
Japan
| $616M | -$9.52M | 15 | 2.29% | Reduced |
|
| 103 |
Citadel Advisors
Miami,
Florida
| $609M | -$62.8M | 38 | 0.14% | Reduced |
|
| 104 |
SEI Investments
Oaks,
Pennsylvania
| $587M | +$4.98M | 26 | 1.3% | Increased |
|
| 105 |
GJL
Gendell Jeffrey L
| $587M | -$1.3M | 1 | 51.98% | Reduced |
|
| 106 |
Bessemer Group
Woodbridge,
New Jersey
| $584M | +$263M | 16 | 1.27% | Increased |
|
| 107 |
Axa
Paris,
France
| $574M | +$69.5M | 15 | 1.62% | Increased |
|
| 108 |
Millennium Management
New York
| $560M | -$104M | 33 | 0.34% | Reduced |
|
| 109 |
Lasalle Investment Management Securities
Baltimore,
Maryland
| $558M | -$51.8M | 3 | 17.4% | Reduced |
|
| 110 |
Sustainable Growth Advisers
Stamford,
Connecticut
| $556M | -$98.1M | 1 | 2.92% | Reduced |
|
| 111 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| $548M | -$134M | 3 | 4.03% | Reduced |
|
| 112 |
Davenport & Co
Richmond,
Virginia
| $545M | +$53.4M | 7 | 4.18% | Increased |
|
| 113 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $544M | +$75.6M | 6 | 1.31% | Increased |
|
| 114 |
Duff & Phelps Investment Management
Chicago,
Illinois
| $543M | +$25.7M | 4 | 7.06% | Increased |
|
| 115 |
Pacer Advisors
Malvern,
Pennsylvania
| $526M | +$33.3M | 17 | 7.54% | Increased |
|
| 116 |
EARNEST Partners
Atlanta,
Georgia
| $522M | +$83.3M | 12 | 3.07% | Increased |
|
| 117 |
STRS Ohio
Columbus,
Ohio
| $517M | -$20.3M | 20 | 1.86% | Reduced |
|
| 118 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| $516M | +$1.59M | 19 | 1.07% | Increased |
|
| 119 |
Wasatch Advisors
Salt Lake City,
Utah
| $514M | -$4.36M | 6 | 2.09% | Reduced |
|
| 120 |
Allianz Asset Management
Munich,
Germany
| $513M | -$48.4M | 17 | 0.43% | Reduced |
|
| 121 |
ACI
AMP Capital Investors
Sydney,
Australia
| $513M | +$9.47M | 15 | 2.46% | Increased |
|
| 122 |
Blackstone Inc
New York
| $509M | +$29.7M | 3 | 1.15% | Increased |
|
| 123 |
First Trust Advisors
Wheaton,
Illinois
| $491M | +$26.9M | 25 | 0.53% | Increased |
|
| 124 |
Envestnet Asset Management
Chicago,
Illinois
| $490M | -$696K | 25 | 0.28% | Reduced |
|
| 125 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| $490M | +$7.64M | 6 | 1.25% | Increased |
|