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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	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$1.08B	+$140M	3	8.49%	Increased
27	Lazard Asset Management New York	$1.08B	-$46.9M	10	2.47%	Reduced
28	BlackRock Group London, United Kingdom	$1.05B	+$36.1M	20	0.58%	Increased
29	JSP Jackson Square Partners Larkspur, California	$1B	-$119M	1	3.7%	Reduced
30	Daiwa Securities Group Tokyo, Japan	$964M	+$72.6M	8	6.37%	Increased
31	SA SPO Advisory San Anselmo, California	$957M	-$108M	1	16.75%	Reduced
32	Ameriprise Minneapolis, Minnesota	$907M	+$270M	17	0.53%	Increased
33	Geode Capital Management Boston, Massachusetts	$865M	+$29.6M	22	0.49%	Increased
34	Neuberger Berman Group New York	$860M	-$44.6M	12	1.13%	Reduced
35	Wells Fargo San Francisco, California	$776M	-$68.3M	24	0.31%	Reduced
36	Shinko Asset Management Company Tokyo, Japan	$752M	+$104M	10	6.73%	Increased
37	TD Asset Management Toronto, Ontario, Canada	$722M	-$31.1M	11	1.43%	Reduced
38	Lone Pine Capital Greenwich, Connecticut	$638M	-$158M	1	2.73%	Reduced
39	Glenview Capital Management New York	$618M	-$224M	1	3.48%	Reduced
40	Edgewood Management Greenwich, Connecticut	$617M	-$9.92M	1	4.57%	Reduced
41	Jennison Associates New York	$588M	+$116M	6	0.58%	Increased
42	Capital International Investors Los Angeles, California	$586M	+$82.1M	4	0.9%	Increased
43	First Manhattan New York	$572M	+$8.54M	11	3.51%	Increased
44	Primecap Management Pasadena, California	$546M	-$1.59M	1	0.56%	Reduced
45	Allianz Asset Management Munich, Germany	$543M	+$61.9M	12	0.61%	Increased
46	Boston Partners Boston, Massachusetts	$542M	+$309M	5	0.78%	Increased
47	AllianceBernstein Nashville, Tennessee	$533M	+$13.7M	18	0.45%	Increased
48	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$525M	+$46.7M	21	0.5%	Increased
49	Credit Suisse Zurich, Switzerland	$520M	+$10.4M	21	0.6%	Increased
50	PGGM Investments Zeist, Netherlands	$502M	+$2.43M	6	2.66%	Increased