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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	$933M	-$5.33M	2	9.45%	Reduced
27	Dimensional Fund Advisors Austin, Texas	$917M	+$28.8M	18	0.69%	Increased
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$911M	+$172M	23	0.65%	Increased
29	BlackRock Group London, United Kingdom	$871M	+$8.26M	17	0.55%	Increased
30	Bank of Montreal Toronto, Ontario, Canada	$859M	-$60M	18	1.11%	Reduced
31	Neuberger Berman Group New York	$845M	+$30.3M	12	0.86%	Increased
32	Principal Financial Group Des Moines, Iowa	$812M	+$53.8M	13	1.45%	Increased
33	Massachusetts Financial Services Boston, Massachusetts	$746M	+$16.7M	3	0.41%	Increased
34	Daiwa Securities Group Tokyo, Japan	$740M	+$63.6M	10	5.79%	Increased
35	Geode Capital Management Boston, Massachusetts	$714M	-$9.66M	20	0.48%	Reduced
36	Boston Partners Boston, Massachusetts	$692M	-$136M	5	1.26%	Reduced
37	TD Asset Management Toronto, Ontario, Canada	$655M	-$2.73M	10	1.19%	Reduced
38	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$639M	+$16.2M	2	5.01%	Increased
39	Harris Associates Chicago, Illinois	$609M	-$131M	1	1.09%	Reduced
40	JP Jana Partners New York	$593M	+$36.4M	1	6.97%	Increased
41	UBS AM Chicago, Illinois	$576M	+$18M	16	0.62%	Increased
42	PGGM Investments Zeist, Netherlands	$575M	-$16.5M	5	3%	Reduced
43	Shinko Asset Management Company Tokyo, Japan	$568M	-$171M	9	5.2%	Reduced
44	Glenview Capital Management New York	$556M	$0	1	3.64%	Maintained
45	Artisan Partners Milwaukee, Wisconsin	$540M	+$87.5M	3	0.95%	Increased
46	AllianceBernstein Nashville, Tennessee	$526M	-$24.1M	18	0.45%	Reduced
47	First Manhattan New York	$522M	-$6.18K	7	3.44%	Reduced
48	TIAA CREF Investment Management New York	$498M	-$53.7M	17	0.36%	Reduced
49	Primecap Management Pasadena, California	$488M	+$15M	1	0.55%	Increased
50	1832 Asset Management Toronto, Ontario, Canada	$484M	+$31.2M	4	1.66%	Increased