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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	Lazard Asset Management New York	$1.31B	-$113M	10	2.67%	Reduced
27	Geode Capital Management Boston, Massachusetts	$1.3B	+$82.7M	24	0.61%	Increased
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.27B	-$360M	26	1.02%	Reduced
29	Morgan Stanley New York	$1.2B	+$19.8M	28	0.39%	Increased
30	Wells Fargo San Francisco, California	$1.16B	+$29.8M	24	0.41%	Increased
31	Ameriprise Minneapolis, Minnesota	$958M	-$94.8M	18	0.52%	Reduced
32	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$950M	-$56.8M	3	8.78%	Reduced
33	AllianceBernstein Nashville, Tennessee	$878M	+$74.4M	17	0.73%	Increased
34	Neuberger Berman Group New York	$851M	-$103M	11	1.14%	Reduced
35	Boston Partners Boston, Massachusetts	$832M	+$109M	5	1.09%	Increased
36	Legal & General Group London, United Kingdom	$822M	+$155M	22	0.77%	Increased
37	Capital Research Global Investors Los Angeles, California	$774M	-$1.39B	1	0.25%	Reduced
38	PGGM Investments Zeist, Netherlands	$769M	+$24.9M	6	3.93%	Increased
39	TD Asset Management Toronto, Ontario, Canada	$767M	+$10.7M	10	1.29%	Increased
40	TIAA CREF Investment Management New York	$745M	+$54.1M	19	0.56%	Increased
41	Primecap Management Pasadena, California	$742M	+$10.2M	1	0.73%	Increased
42	Charles Schwab San Francisco, California	$715M	+$23.2M	18	0.78%	Increased
43	Massachusetts Financial Services Boston, Massachusetts	$703M	-$135M	3	0.34%	Reduced
44	Lone Pine Capital Greenwich, Connecticut	$684M	+$39.5M	1	3.57%	Increased
45	Capital International Investors Los Angeles, California	$672M	-$65.8M	3	0.97%	Reduced
46	Credit Suisse Zurich, Switzerland	$643M	+$57.5M	20	0.64%	Increased
47	American Century Companies Kansas City, Missouri	$638M	+$24.5M	8	0.69%	Increased
48	Teachers Advisors New York	$629M	+$88M	18	0.99%	Increased
49	Edgewood Management Greenwich, Connecticut	$603M	+$7.7M	1	3.97%	Increased
50	abrdn Investment Management Edinburgh, United Kingdom	$590M	+$98.8M	2	2.05%	Increased