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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	APG Asset Management US New York	$854M	+$19.5M	2	9.57%	Increased
27	Morgan Stanley New York	$852M	+$210M	26	0.36%	Increased
28	BlackRock Group London, United Kingdom	$831M	-$10.7M	18	0.54%	Reduced
29	Neuberger Berman Group New York	$784M	+$134M	13	0.81%	Increased
30	Boston Partners Boston, Massachusetts	$777M	+$83M	3	1.59%	Increased
31	Harris Associates Chicago, Illinois	$733M	-$63.5M	1	1.31%	Reduced
32	Massachusetts Financial Services Boston, Massachusetts	$732M	+$10.5M	3	0.41%	Increased
33	SA SPO Advisory San Anselmo, California	$714M	+$75.9M	1	9.94%	Increased
34	Geode Capital Management Boston, Massachusetts	$708M	+$29.5M	19	0.49%	Increased
35	Principal Financial Group Des Moines, Iowa	$707M	+$35.2M	13	1.32%	Increased
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$695M	-$36.6M	21	0.5%	Reduced
37	Davis Selected Advisers Tucson, Arizona	$683M	-$65.9M	2	1.67%	Reduced
38	Shinko Asset Management Company Tokyo, Japan	$675M	+$20.7M	9	6.93%	Increased
39	TD Asset Management Toronto, Ontario, Canada	$627M	-$9.72M	9	1.17%	Reduced
40	Daiwa Capital Markets America New York	$612M	+$635M	10	5.2%	New
41	Daiwa Securities Group Tokyo, Japan	$612M	-$95.8M	10	5.2%	Reduced
42	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$563M	+$15.2M	2	4.9%	Increased
43	PGGM Investments Zeist, Netherlands	$548M	+$4.32M	4	3.01%	Increased
44	AllianceBernstein Nashville, Tennessee	$544M	-$14.1M	19	0.49%	Reduced
45	TIAA CREF Investment Management New York	$541M	+$20.8M	17	0.39%	Increased
46	JP Jana Partners New York	$534M	+$167M	1	6.76%	Increased
47	UBS AM Chicago, Illinois	$532M	+$66.7M	16	0.61%	Increased
48	FTCM Fir Tree Capital Management New York	$527M	-$120M	1	5.99%	Reduced
49	Janus Henderson Investors US Denver, Colorado	$507M	-$89M	8	0.48%	Reduced
50	BlackRock Advisors Wilmington, Delaware	$505M	-$86.8M	20	0.49%	Reduced