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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	T. Rowe Price Associates Baltimore, Maryland	$1.46B	+$76.5M	19	0.29%	Increased
27	BlackRock Group London, United Kingdom	$1.35B	-$14.2M	19	0.68%	Reduced
28	Geode Capital Management Boston, Massachusetts	$1.21B	+$60.5M	22	0.61%	Increased
29	Morgan Stanley New York	$1.19B	-$282M	27	0.41%	Reduced
30	Janus Henderson Investors US Denver, Colorado	$1.16B	+$409M	11	0.98%	Increased
31	Shinko Asset Management Company Tokyo, Japan	$1.13B	-$12.6M	10	7.64%	Reduced
32	Wells Fargo San Francisco, California	$1.12B	+$92.5M	24	0.41%	Increased
33	Ameriprise Minneapolis, Minnesota	$1.03B	-$28.9M	17	0.58%	Reduced
34	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$1.01B	+$41.6M	3	8.34%	Increased
35	Neuberger Berman Group New York	$959M	+$8.68M	11	1.3%	Increased
36	Massachusetts Financial Services Boston, Massachusetts	$826M	+$86.4M	4	0.4%	Increased
37	TD Asset Management Toronto, Ontario, Canada	$801M	-$10.3M	10	1.39%	Reduced
38	Capital International Investors Los Angeles, California	$799M	+$124M	4	1.16%	Increased
39	AllianceBernstein Nashville, Tennessee	$772M	+$21.3M	17	0.65%	Increased
40	TIAA CREF Investment Management New York	$764M	+$44.4M	19	0.48%	Increased
41	PGGM Investments Zeist, Netherlands	$743M	+$84.2M	6	3.72%	Increased
42	Primecap Management Pasadena, California	$693M	-$3.81M	1	0.69%	Reduced
43	Charles Schwab San Francisco, California	$684M	+$45.8M	18	0.8%	Increased
44	Boston Partners Boston, Massachusetts	$682M	-$86.3M	5	0.95%	Reduced
45	Legal & General Group London, United Kingdom	$675M	+$14.5M	20	0.68%	Increased
46	Lasalle Investment Management Securities Baltimore, Maryland	$653M	+$116M	2	6.24%	Increased
47	Lone Pine Capital Greenwich, Connecticut	$648M	-$127M	1	2.89%	Reduced
48	Jennison Associates New York	$640M	-$120M	7	0.69%	Reduced
49	OppenheimerFunds New York	$636M	+$76.4M	14	0.8%	Increased
50	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$618M	-$36.1M	23	0.92%	Reduced