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
| $8.33B | +$248M | 20 | 0.66% | Increased |
|
| 2 |
State Street
Boston,
Massachusetts
| $4.3B | +$71.1M | 20 | 0.46% | Increased |
|
| 3 |
Norges Bank
Oslo,
Norway
| $3.65B | +$1.78B | 15 | 0.99% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $3.47B | -$248M | 16 | 0.47% | Reduced |
|
| 5 |
BlackRock Institutional Trust
San Francisco,
California
| $3.21B | -$7.23M | 18 | 0.53% | Reduced |
|
| 6 |
Wellington Management Group
Boston,
Massachusetts
| $2.92B | +$123M | 9 | 0.79% | Increased |
|
| 7 |
Franklin Resources
San Mateo,
California
| $2.32B | +$28.6M | 10 | 1.02% | Increased |
|
| 8 |
BlackRock Fund Advisors
San Francisco,
California
| $2.28B | +$52.6M | 20 | 0.64% | Increased |
|
| 9 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.2B | -$56M | 22 | 1.49% | Reduced |
|
| 10 |
Invesco
Atlanta,
Georgia
| $2.18B | -$103M | 20 | 0.86% | Reduced |
|
| 11 |
Bank of New York Mellon
New York
| $2.13B | +$54.2M | 20 | 0.57% | Increased |
|
| 12 |
Capital World Investors
Los Angeles,
California
| $2.02B | +$89.1M | 4 | 0.56% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $1.67B | -$28.1M | 22 | 0.52% | Reduced |
|
| 14 |
Cohen & Steers
New York
| $1.66B | -$85.2M | 3 | 4.74% | Reduced |
|
| 15 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.52B | -$264M | 15 | 0.33% | Reduced |
|
| 16 |
Goldman Sachs
New York
| $1.31B | -$45.5M | 21 | 0.41% | Reduced |
|
| 17 |
Ameriprise
Minneapolis,
Minnesota
| $1.21B | -$116M | 23 | 0.71% | Reduced |
|
| 18 |
Bank of Montreal
Toronto,
Ontario, Canada
| $1.15B | +$213M | 21 | 1.29% | Increased |
|
| 19 |
JP Morgan Chase
New York
| $1.15B | +$51.2M | 17 | 0.29% | Increased |
|
| 20 |
SA
SPO Advisory
San Anselmo,
California
| $1.15B | +$53.8M | 1 | 15.23% | Increased |
|
| 21 |
Bank of America
Charlotte,
North Carolina
| $1.15B | +$94.6M | 26 | 0.37% | Increased |
|
| 22 |
Wells Fargo
San Francisco,
California
| $1.11B | -$20.5M | 25 | 0.46% | Reduced |
|
| 23 |
Morgan Stanley
New York
| $1.11B | +$106M | 26 | 0.43% | Increased |
|
| 24 |
Lazard Asset Management
New York
| $1.07B | -$128M | 9 | 2.24% | Reduced |
|
| 25 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.03B | +$57.8M | 21 | 0.7% | Increased |
|