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 | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| $6.9B | +$105M | 19 | 0.67% | Increased |
|
| 2 |
State Street
Boston,
Massachusetts
| $3.82B | +$73.5M | 20 | 0.47% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $3.55B | +$191M | 16 | 0.54% | Increased |
|
| 4 |
BlackRock Institutional Trust
San Francisco,
California
| $2.82B | -$26.2M | 20 | 0.54% | Reduced |
|
| 5 |
Wellington Management Group
Boston,
Massachusetts
| $2.5B | -$51.2M | 12 | 0.78% | Reduced |
|
| 6 |
Bank of New York Mellon
New York
| $2.11B | -$118M | 20 | 0.63% | Reduced |
|
| 7 |
BNP Paribas Financial Markets
Paris,
France
| $2.11B | -$287M | 16 | 1.53% | Reduced |
|
| 8 |
Invesco
Atlanta,
Georgia
| $2.09B | +$130M | 21 | 0.91% | Increased |
|
| 9 |
Capital World Investors
Los Angeles,
California
| $2.07B | -$327M | 6 | 0.63% | Reduced |
|
| 10 |
Franklin Resources
San Mateo,
California
| $1.99B | +$24.3M | 11 | 1.06% | Increased |
|
| 11 |
BlackRock Fund Advisors
San Francisco,
California
| $1.97B | +$16.9M | 20 | 0.67% | Increased |
|
| 12 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.88B | +$15.5M | 18 | 1.45% | Increased |
|
| 13 |
Norges Bank
Oslo,
Norway
| $1.72B | -$46.3M | 15 | 1% | Reduced |
|
| 14 |
Cohen & Steers
New York
| $1.59B | -$130M | 2 | 5.12% | Reduced |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $1.52B | -$60.6M | 22 | 0.54% | Reduced |
|
| 16 |
Goldman Sachs
New York
| $1.36B | +$107M | 20 | 0.5% | Increased |
|
| 17 |
Bank of America
Charlotte,
North Carolina
| $1.25B | -$3.19M | 24 | 0.5% | Reduced |
|
| 18 |
Ameriprise
Minneapolis,
Minnesota
| $1.24B | -$22.1M | 22 | 0.81% | Reduced |
|
| 19 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.2B | +$251M | 15 | 0.3% | Increased |
|
| 20 |
JP Morgan Chase
New York
| $1.17B | +$208M | 20 | 0.35% | Increased |
|
| 21 |
Capital Research Global Investors
Los Angeles,
California
| $1.12B | +$202M | 7 | 0.44% | Increased |
|
| 22 |
Wells Fargo
San Francisco,
California
| $982M | +$38M | 26 | 0.47% | Increased |
|
| 23 |
Lazard Asset Management
New York
| $917M | +$7.86M | 7 | 2.18% | Increased |
|
| 24 |
APG Asset Management US
New York
| $868M | +$320K | 2 | 9.61% | Increased |
|
| 25 |
OppenheimerFunds
New York
| $836M | +$378M | 4 | 0.55% | Increased |
|