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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	Morgan Stanley New York	$1.25B	-$163M	28	0.48%	Reduced
27	BlackRock Group London, United Kingdom	$1.22B	+$42.7M	21	0.66%	Increased
28	APG Asset Management US New York	$1.2B	+$11M	4	9.73%	Increased
29	Geode Capital Management Boston, Massachusetts	$1.01B	+$41M	22	0.53%	Increased
30	Ameriprise Minneapolis, Minnesota	$923M	-$99.9M	17	0.55%	Reduced
31	Neuberger Berman Group New York	$906M	-$47.6M	11	1.25%	Reduced
32	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$885M	-$259M	3	6.92%	Reduced
33	Wells Fargo San Francisco, California	$814M	-$42.2M	25	0.32%	Reduced
34	Jennison Associates New York	$796M	+$97.3M	7	0.84%	Increased
35	Shinko Asset Management Company Tokyo, Japan	$794M	-$2.64M	10	6.34%	Reduced
36	Capital International Investors Los Angeles, California	$780M	+$63.9M	4	1.2%	Increased
37	TD Asset Management Toronto, Ontario, Canada	$780M	-$21.4M	10	1.46%	Reduced
38	Lone Pine Capital Greenwich, Connecticut	$769M	+$65M	1	3.82%	Increased
39	SA SPO Advisory San Anselmo, California	$703M	-$316M	1	12.87%	Reduced
40	Boston Partners Boston, Massachusetts	$702M	+$106M	5	1.03%	Increased
41	Massachusetts Financial Services Boston, Massachusetts	$689M	+$80.5M	3	0.36%	Increased
42	AllianceBernstein Nashville, Tennessee	$685M	+$91.2M	18	0.58%	Increased
43	Primecap Management Pasadena, California	$616M	+$25.4M	1	0.64%	Increased
44	First Manhattan New York	$615M	-$14M	9	3.78%	Reduced
45	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$602M	+$11.9M	22	0.52%	Increased
46	Allianz Asset Management Munich, Germany	$596M	-$31.4M	14	0.68%	Reduced
47	Glenview Capital Management New York	$579M	-$76.1M	1	4.23%	Reduced
48	Janus Henderson Investors US Denver, Colorado	$563M	+$38.6M	9	0.49%	Increased
49	American Century Companies Kansas City, Missouri	$560M	+$6.2M	9	0.65%	Increased
50	Edgewood Management Greenwich, Connecticut	$556M	-$109M	1	4%	Reduced