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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

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
26	Capital Research Global Investors Los Angeles, California	$831M	+$798M	6	0.35%	New
27	Daiwa Securities Group Tokyo, Japan	$812M	+$874M	9	6.16%	New
28	Neuberger Berman Group New York	$798M	+$838M	11	0.95%	New
29	BlackRock Group London, United Kingdom	$723M	+$744M	17	0.55%	New
30	Davis Selected Advisers Tucson, Arizona	$713M	+$807M	3	1.81%	New
31	Dimensional Fund Advisors Austin, Texas	$673M	+$687M	18	0.63%	New
32	Morgan Stanley New York	$669M	+$709M	23	0.34%	New
33	Harris Associates Chicago, Illinois	$664M	+$639M	1	1.39%	New
34	Bank of Montreal Toronto, Ontario, Canada	$661M	+$672M	19	1.17%	New
35	PGGM Investments Zeist, Netherlands	$660M	+$696M	4	3.89%	New
36	Principal Financial Group Des Moines, Iowa	$643M	+$678M	14	1.42%	New
37	Massachusetts Financial Services Boston, Massachusetts	$626M	+$606M	5	0.42%	New
38	Shinko Asset Management Company Tokyo, Japan	$620M	+$666M	9	6.9%	New
39	TD Asset Management Toronto, Ontario, Canada	$596M	+$608M	8	1.28%	New
40	Geode Capital Management Boston, Massachusetts	$587M	+$602M	19	0.52%	New
41	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$564M	+$607M	2	4.75%	New
42	Boston Partners Boston, Massachusetts	$544M	+$517M	2	1.5%	New
43	Janus Henderson Investors US Denver, Colorado	$533M	+$543M	8	0.56%	New
44	Jennison Associates New York	$532M	+$560M	6	0.6%	New
45	TIAA CREF Investment Management New York	$527M	+$535M	16	0.43%	New
46	Managed Account Advisors Jersey City, New Jersey	$516M	+$532M	18	0.8%	New
47	FTCM Fir Tree Capital Management New York	$516M	+$581M	1	7.13%	New
48	AllianceBernstein Nashville, Tennessee	$511M	+$511M	17	0.54%	New
49	American Century Companies Kansas City, Missouri	$495M	+$515M	8	0.65%	New
50	SA SPO Advisory San Anselmo, California	$479M	+$539M	1	6.44%	New