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 |
Aberdeen Group
Edinburgh,
United Kingdom
| $505M | -$34.7M | 11 | 1.59% | Reduced |
|
| 102 |
Pacer Advisors
Malvern,
Pennsylvania
| $500M | -$46.5M | 18 | 3.71% | Reduced |
|
| 103 |
Citigroup
New York
| $495M | -$48.6M | 40 | 0.37% | Reduced |
|
| 104 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| $479M | -$2.82M | 14 | 1.39% | Reduced |
|
| 105 |
Asset Management One
Tokyo,
Japan
| $476M | -$11.5M | 10 | 2.23% | Reduced |
|
| 106 |
BAMCO Inc
New York
| $473M | +$92.8M | 8 | 1.52% | Increased |
|
| 107 |
First Trust Advisors
Wheaton,
Illinois
| $471M | +$92.2M | 28 | 0.58% | Increased |
|
| 108 |
Balyasny Asset Management
Chicago,
Illinois
| $459M | +$340M | 15 | 1.49% | Increased |
|
| 109 |
HSBC Holdings
London,
United Kingdom
| $449M | +$16.1M | 23 | 0.63% | Increased |
|
| 110 |
Axa
Paris,
France
| $442M | -$96.1M | 14 | 1.64% | Reduced |
|
| 111 |
Korea Investment Corp
Seoul,
South Korea
| $441M | -$19M | 9 | 1.35% | Reduced |
|
| 112 |
Canada Life
Winnipeg,
Manitoba, Canada
| $432M | +$40.9M | 22 | 1.14% | Increased |
|
| 113 |
Davenport & Co
Richmond,
Virginia
| $429M | -$20.8M | 9 | 3.52% | Reduced |
|
| 114 |
STRS Ohio
Columbus,
Ohio
| $427M | -$14.7M | 22 | 1.92% | Reduced |
|
| 115 |
Eaton Vance Management
Boston,
Massachusetts
| $425M | +$21.9M | 18 | 0.6% | Increased |
|
| 116 |
Barclays
London,
United Kingdom
| $420M | +$48.1M | 35 | 0.26% | Increased |
|
| 117 |
Sustainable Growth Advisers
Stamford,
Connecticut
| $413M | -$37.5M | 1 | 2.95% | Reduced |
|
| 118 |
Allspring Global Investments
Charlotte,
North Carolina
| $410M | -$89.7M | 24 | 0.68% | Reduced |
|
| 119 |
EdgePoint Investment Group
Toronto,
Ontario, Canada
| $396M | -$68.9M | 1 | 3.54% | Reduced |
|
| 120 |
Adage Capital Partners
Boston,
Massachusetts
| $391M | +$71.8M | 9 | 0.9% | Increased |
|
| 121 |
Artisan Partners
Milwaukee,
Wisconsin
| $390M | -$22.5M | 3 | 0.66% | Reduced |
|
| 122 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| $388M | -$51.5M | 25 | 1.01% | Reduced |
|
| 123 |
Markel Group
Glen Allen,
Virginia
| $388M | $0 | 1 | 5.54% | Maintained |
|
| 124 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| $376M | +$16.3M | 7 | 1.11% | Increased |
|
| 125 |
Bahl & Gaynor
Cincinnati,
Ohio
| $375M | +$97.4M | 6 | 2.47% | Increased |
|