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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
Bank of America
Bank of America
North Carolina
$1.01B -$47.3M 26 0.36% Reduced
27
BlackRock Group
BlackRock Group
United Kingdom
$1B +$58.7M 18 0.54% Increased
28
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$984M -$6.56M 20 0.65% Reduced
29
Wells Fargo
Wells Fargo
California
$930M -$2.5M 24 0.36% Reduced
30
Ameriprise
Ameriprise
Minnesota
$899M -$63.8M 19 0.52% Reduced
31
Lone Pine Capital
Lone Pine Capital
Connecticut
$882M +$268M 1 3.7% Increased
32
Glenview Capital Management
Glenview Capital Management
New York
$840M +$52.5M 1 4.2% Increased
33
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$833M +$113M 4 0.42% Increased
34
Neuberger Berman Group
Neuberger Berman Group
New York
$828M -$53.2M 11 0.86% Reduced
35
TD Asset Management
TD Asset Management
Ontario, Canada
$815M +$36.9M 11 1.36% Increased
36
Geode Capital Management
Geode Capital Management
Massachusetts
$785M +$27.5M 21 0.47% Increased
37
JSP
Jackson Square Partners
California
$769M +$139M 1 3.03% Increased
38
Daiwa Securities Group
Daiwa Securities Group
Japan
$665M -$54.9M 8 4.69% Reduced
39
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$654M -$25.9M 2 4.64% Reduced
40
Managed Account Advisors
Managed Account Advisors
New Jersey
$643M +$125M 21 0.64% Increased
41
Artisan Partners
Artisan Partners
Wisconsin
$628M -$11.2M 4 1.09% Reduced
42
Harris Associates
Harris Associates
Illinois
$606M +$118M 1 0.94% Increased
43
First Manhattan
First Manhattan
New York
$603M -$13.5M 10 3.41% Reduced
44
UBS AM
UBS AM
Illinois
$593M -$28.4M 19 0.56% Reduced
45
Primecap Management
Primecap Management
California
$588M +$1.37M 1 0.6% Increased
46
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$580M +$68.9M 18 0.41% Increased
47
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$579M +$19M 5 2.29% Increased
48
1832 Asset Management
1832 Asset Management
Ontario, Canada
$567M -$17M 5 1.75% Reduced
49
Boston Partners
Boston Partners
Massachusetts
$550M -$101M 4 0.83% Reduced
50
Capital Guardian Trust
Capital Guardian Trust
California
$517M +$374M 5 3.58% Increased
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