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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
Cohen & Steers
Cohen & Steers
New York
$1.02B -$338M 2 2.75% Reduced
27
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.02B +$16.5M 20 0.64% Increased
28
BlackRock Group
BlackRock Group
United Kingdom
$1.01B -$4.15M 19 0.54% Reduced
29
Wells Fargo
Wells Fargo
California
$953M +$19.6M 24 0.37% Increased
30
Glenview Capital Management
Glenview Capital Management
New York
$952M $0 1 4.35% Maintained
31
Neuberger Berman Group
Neuberger Berman Group
New York
$923M +$64.1M 11 0.99% Increased
32
JSP
Jackson Square Partners
California
$876M +$83.9M 1 3.36% Increased
33
Managed Account Advisors
Managed Account Advisors
New Jersey
$868M +$231M 19 0.76% Increased
34
TD Asset Management
TD Asset Management
Ontario, Canada
$846M -$18.6M 11 1.53% Reduced
35
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$750M -$77.7M 5 0.38% Reduced
36
Geode Capital Management
Geode Capital Management
Massachusetts
$703M -$84.6M 19 0.4% Reduced
37
Citadel Advisors
Citadel Advisors
Florida
$674M +$231M 24 0.64% Increased
38
Primecap Management
Primecap Management
California
$668M +$817K 1 0.65% Increased
39
Capital International Investors
Capital International Investors
California
$651M +$311M 3 1.18% Increased
40
Lone Pine Capital
Lone Pine Capital
Connecticut
$636M -$263M 1 2.41% Reduced
41
Artisan Partners
Artisan Partners
Wisconsin
$635M -$64.1M 4 1.14% Reduced
42
First Manhattan
First Manhattan
New York
$634M -$11M 10 3.65% Reduced
43
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$621M -$39.4M 2 4.33% Reduced
44
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$608M -$9.49M 6 2.62% Reduced
45
Harris Associates
Harris Associates
Illinois
$585M +$1.37M 1 0.92% Increased
46
UBS AM
UBS AM
Illinois
$583M -$17.4M 19 0.56% Reduced
47
Ameriprise
Ameriprise
Minnesota
$564M -$342M 20 0.32% Reduced
48
Daiwa Securities Group
Daiwa Securities Group
Japan
$560M -$116M 9 3.74% Reduced
49
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$501M -$82.5M 18 0.35% Reduced
50
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$495M -$19.6M 8 4.05% Reduced
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