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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	$1.39B	+$92.3M	27	0.5%	Increased
27	T. Rowe Price Associates Baltimore, Maryland	$1.37B	-$266M	19	0.29%	Reduced
28	BlackRock Group London, United Kingdom	$1.33B	+$2.11M	19	0.69%	Increased
29	Shinko Asset Management Company Tokyo, Japan	$1.15B	+$216M	10	8.11%	Increased
30	Geode Capital Management Boston, Massachusetts	$1.13B	+$26.2M	22	0.61%	Increased
31	Ameriprise Minneapolis, Minnesota	$1.02B	+$34.6M	17	0.6%	Increased
32	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$976M	-$48.8M	3	7.65%	Reduced
33	Wells Fargo San Francisco, California	$949M	+$89.4M	23	0.37%	Increased
34	Neuberger Berman Group New York	$906M	-$25.3M	11	1.25%	Reduced
35	Lone Pine Capital Greenwich, Connecticut	$830M	-$64M	1	3.83%	Reduced
36	Capital International Investors Los Angeles, California	$808M	-$39.5M	4	1.18%	Reduced
37	Jennison Associates New York	$793M	-$93.1M	7	0.87%	Reduced
38	TD Asset Management Toronto, Ontario, Canada	$767M	+$8.82M	10	1.39%	Increased
39	Janus Henderson Investors US Denver, Colorado	$753M	+$121M	9	0.64%	Increased
40	AllianceBernstein Nashville, Tennessee	$692M	-$14.9M	17	0.6%	Reduced
41	Massachusetts Financial Services Boston, Massachusetts	$673M	+$12.3M	4	0.34%	Increased
42	Boston Partners Boston, Massachusetts	$668M	-$19.4M	5	0.96%	Reduced
43	American Century Companies Kansas City, Missouri	$654M	+$11.2M	10	0.74%	Increased
44	Legal & General Group London, United Kingdom	$651M	+$40.5M	20	0.69%	Increased
45	Edgewood Management Greenwich, Connecticut	$646M	-$5.22M	1	4.74%	Reduced
46	PGGM Investments Zeist, Netherlands	$636M	+$24M	6	3.25%	Increased
47	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$627M	+$21.4M	23	0.96%	Increased
48	TIAA CREF Investment Management New York	$622M	+$39.4M	19	0.48%	Increased
49	Charles Schwab San Francisco, California	$621M	+$36M	18	0.78%	Increased
50	Nuveen Charlotte, North Carolina	$612M	+$37.6M	10	3.76%	Increased