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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
APG Asset Management US
New York
$901M +$16.5M 3 8.83% Increased
27
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$898M +$16.6M 20 0.64% Increased
28
Wells Fargo
Wells Fargo
California
$888M -$127M 25 0.37% Reduced
29
BlackRock Group
BlackRock Group
United Kingdom
$877M +$602K 18 0.51% Increased
30
Neuberger Berman Group
Neuberger Berman Group
New York
$811M -$8.52M 12 0.83% Reduced
31
Glenview Capital Management
Glenview Capital Management
New York
$724M $0 1 3.78% Maintained
32
Geode Capital Management
Geode Capital Management
Massachusetts
$703M +$18M 20 0.46% Increased
33
TD Asset Management
TD Asset Management
Ontario, Canada
$697M -$18.6M 12 1.2% Reduced
34
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$664M +$2.22M 4 0.35% Increased
35
Boston Partners
Boston Partners
Massachusetts
$664M -$84.9M 5 1.08% Reduced
36
JP
Jana Partners
New York
$653M -$111M 1 3.38% Reduced
37
Daiwa Securities Group
Daiwa Securities Group
Japan
$633M -$68.1M 8 4.8% Reduced
38
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$598M +$54.7M 2 4.72% Increased
39
Artisan Partners
Artisan Partners
Wisconsin
$596M +$60.2M 4 1.06% Increased
40
Capital Research Global Investors
Capital Research Global Investors
California
$587M -$301M 4 0.2% Reduced
41
JSP
Jackson Square Partners
California
$585M -$43.1M 1 2.47% Reduced
42
UBS AM
UBS AM
Illinois
$577M -$11M 19 0.57% Reduced
43
Lone Pine Capital
Lone Pine Capital
Connecticut
$563M +$75.1M 1 2.2% Increased
44
Harris Associates
Harris Associates
Illinois
$556M -$5.31M 1 0.91% Reduced
45
First Manhattan
First Manhattan
New York
$554M -$6.73M 10 3.22% Reduced
46
Primecap Management
Primecap Management
California
$542M +$655K 1 0.58% Increased
47
Credit Suisse
Credit Suisse
Switzerland
$539M +$51.3M 23 0.44% Increased
48
1832 Asset Management
1832 Asset Management
Ontario, Canada
$530M +$51.5M 5 1.73% Increased
49
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$516M -$9.5M 8 4.34% Reduced
50
HCM
Highfields Capital Management
Massachusetts
$502M +$119M 1 3.91% Increased
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