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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	Principal Financial Group Des Moines, Iowa	$994M	+$138M	15	1.67%	Increased
27	Dimensional Fund Advisors Austin, Texas	$972M	+$23.6M	20	0.68%	Increased
28	BlackRock Group London, United Kingdom	$971M	+$46M	18	0.56%	Increased
29	APG Asset Management US New York	$922M	-$39.2M	3	8.76%	Reduced
30	Capital Research Global Investors Los Angeles, California	$907M	-$201M	5	0.32%	Reduced
31	Neuberger Berman Group New York	$874M	-$25.2M	12	0.85%	Reduced
32	Boston Partners Boston, Massachusetts	$823M	+$29M	5	1.38%	Increased
33	Massachusetts Financial Services Boston, Massachusetts	$791M	+$18.5M	3	0.41%	Increased
34	Glenview Capital Management New York	$776M	+$99.4M	1	4.5%	Increased
35	Geode Capital Management Boston, Massachusetts	$762M	+$7M	20	0.49%	Increased
36	JP Jana Partners New York	$754M	+$73.9M	1	4.67%	Increased
37	Daiwa Securities Group Tokyo, Japan	$753M	+$408K	10	5.61%	Increased
38	TD Asset Management Toronto, Ontario, Canada	$707M	-$425K	11	1.21%	Reduced
39	Harris Associates Chicago, Illinois	$635M	-$41.1M	1	1.07%	Reduced
40	JSP Jackson Square Partners Larkspur, California	$620M	+$569M	1	2.42%	New
41	UBS AM Chicago, Illinois	$617M	+$839K	18	0.62%	Increased
42	Artisan Partners Milwaukee, Wisconsin	$606M	-$63.3K	4	1.05%	Reduced
43	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$593M	-$51.3M	2	4.42%	Reduced
44	Primecap Management Pasadena, California	$580M	-$4.07M	1	0.64%	Reduced
45	Shinko Asset Management Company Tokyo, Japan	$572M	+$122K	9	4.72%	Increased
46	First Manhattan New York	$549M	-$13M	9	3.48%	Reduced
47	TIAA CREF Investment Management New York	$545M	+$20.5M	17	0.38%	Increased
48	Credit Suisse Zurich, Switzerland	$515M	+$53.3M	21	0.42%	Increased
49	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$505M	-$508K	5	1.65%	Reduced
50	1832 Asset Management Toronto, Ontario, Canada	$504M	-$14.9M	5	1.59%	Reduced