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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	$957M	+$40.4M	3	8.49%	Increased
27	BlackRock Group London, United Kingdom	$948M	+$50.3M	20	0.56%	Increased
28	Lazard Asset Management New York	$938M	+$14.1M	10	2.24%	Increased
29	JSP Jackson Square Partners Larkspur, California	$908M	-$111M	1	4.15%	Reduced
30	Neuberger Berman Group New York	$850M	-$8.45M	12	1.1%	Reduced
31	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$836M	+$382M	3	6.9%	Increased
32	Glenview Capital Management New York	$792M	$0	1	3.93%	Maintained
33	Wells Fargo San Francisco, California	$785M	-$43.3M	25	0.33%	Reduced
34	Geode Capital Management Boston, Massachusetts	$783M	+$9.18M	21	0.47%	Increased
35	Daiwa Securities Group Tokyo, Japan	$779M	+$146M	8	5.54%	Increased
36	TD Asset Management Toronto, Ontario, Canada	$748M	+$4.2M	11	1.47%	Increased
37	Lone Pine Capital Greenwich, Connecticut	$725M	-$97.4M	1	2.95%	Reduced
38	Brookfield Corp Toronto, Ontario, Canada	$721M	+$26.5M	3	2.01%	Increased
39	Ameriprise Minneapolis, Minnesota	$596M	-$20.1M	15	0.37%	Reduced
40	Shinko Asset Management Company Tokyo, Japan	$582M	+$57.8M	10	5.56%	Increased
41	Edgewood Management Greenwich, Connecticut	$567M	-$8.89M	1	4.79%	Reduced
42	First Manhattan New York	$560M	+$9.27M	11	3.6%	Increased
43	Capital International Investors Los Angeles, California	$541M	+$10.7M	3	0.98%	Increased
44	Primecap Management Pasadena, California	$515M	-$41.2M	1	0.57%	Reduced
45	Artisan Partners Milwaukee, Wisconsin	$506M	-$25.7M	3	1.03%	Reduced
46	Massachusetts Financial Services Boston, Massachusetts	$495M	-$37.6M	3	0.28%	Reduced
47	AllianceBernstein Nashville, Tennessee	$485M	+$146M	18	0.42%	Increased
48	UBS AM Chicago, Illinois	$481M	-$22.4M	18	0.53%	Reduced
49	Credit Suisse Zurich, Switzerland	$479M	-$1.79M	21	0.57%	Reduced
50	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$470M	+$260M	22	0.5%	Increased