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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	Coatue Management New York	$822M	-$21.8M	1	8.37%	Reduced
27	BlackRock Group London, United Kingdom	$816M	+$72.2M	18	0.55%	Increased
28	Dimensional Fund Advisors Austin, Texas	$749M	+$59.8M	18	0.65%	Increased
29	Harris Associates Chicago, Illinois	$745M	-$22.5M	1	1.45%	Reduced
30	Bank of Montreal Toronto, Ontario, Canada	$732M	+$44.3M	20	1.14%	Increased
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$723M	-$149M	21	0.53%	Reduced
32	Daiwa Securities Group Tokyo, Japan	$722M	-$73.5M	10	5.75%	Reduced
33	Davis Selected Advisers Tucson, Arizona	$702M	-$18.8M	4	1.82%	Reduced
34	Boston Partners Boston, Massachusetts	$697M	+$62.1M	3	1.68%	Increased
35	FTCM Fir Tree Capital Management New York	$678M	+$163M	1	9.26%	Increased
36	Shinko Asset Management Company Tokyo, Japan	$676M	+$81.1M	9	7.11%	Increased
37	Massachusetts Financial Services Boston, Massachusetts	$662M	+$9.46M	4	0.41%	Increased
38	Principal Financial Group Des Moines, Iowa	$657M	-$680K	13	1.36%	Reduced
39	SA SPO Advisory San Anselmo, California	$655M	+$177M	1	9.59%	Increased
40	Geode Capital Management Boston, Massachusetts	$642M	+$33.4M	19	0.51%	Increased
41	Morgan Stanley New York	$625M	-$45.8M	24	0.3%	Reduced
42	Neuberger Berman Group New York	$621M	-$200M	10	0.69%	Reduced
43	TD Asset Management Toronto, Ontario, Canada	$614M	-$9.77M	9	1.22%	Reduced
44	Janus Henderson Investors US Denver, Colorado	$568M	-$13.5M	8	0.56%	Reduced
45	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$559M	-$572K	2	4.87%	Reduced
46	PGGM Investments Zeist, Netherlands	$556M	-$86.1M	4	3.23%	Reduced
47	BlackRock Advisors Wilmington, Delaware	$553M	+$105M	21	0.56%	Increased
48	Glenview Capital Management New York	$538M	+$874K	1	4.53%	Increased
49	AllianceBernstein Nashville, Tennessee	$526M	-$6.49M	19	0.52%	Reduced
50	Jennison Associates New York	$519M	-$73.7M	5	0.54%	Reduced