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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	Boston Partners Boston, Massachusetts	$1.4B	+$420M	4	1.79%	Increased
27	Lazard Asset Management New York	$1.37B	-$40.6M	11	2.59%	Reduced
28	Wells Fargo San Francisco, California	$1.37B	+$109M	24	0.44%	Increased
29	Morgan Stanley New York	$1.27B	+$4.21M	26	0.39%	Increased
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.25B	-$73M	26	0.93%	Reduced
31	Ameriprise Minneapolis, Minnesota	$1.03B	+$3.56M	19	0.53%	Increased
32	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$985M	-$2.78M	3	9.74%	Reduced
33	Legal & General Group London, United Kingdom	$930M	+$44.8M	22	0.79%	Increased
34	Neuberger Berman Group New York	$878M	-$40.6M	12	1.13%	Reduced
35	TD Asset Management Toronto, Ontario, Canada	$874M	+$30.1M	11	1.39%	Increased
36	Primecap Management Pasadena, California	$867M	+$6.42K	1	0.79%	Increased
37	AllianceBernstein Nashville, Tennessee	$861M	-$87.8M	17	0.69%	Reduced
38	Capital Research Global Investors Los Angeles, California	$817M	-$83M	1	0.26%	Reduced
39	Charles Schwab San Francisco, California	$808M	+$52.1M	18	0.81%	Increased
40	TIAA CREF Investment Management New York	$769M	-$26M	18	0.55%	Reduced
41	Massachusetts Financial Services Boston, Massachusetts	$769M	-$7.95M	3	0.36%	Reduced
42	Capital International Investors Los Angeles, California	$767M	+$28.9M	4	1.04%	Increased
43	American Century Companies Kansas City, Missouri	$757M	+$53.1M	9	0.79%	Increased
44	PGGM Investments Zeist, Netherlands	$746M	-$49.1M	6	3.86%	Reduced
45	Edgewood Management Greenwich, Connecticut	$702M	+$24.7M	1	3.91%	Increased
46	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$686M	+$370M	23	0.87%	Increased
47	Teachers Advisors New York	$682M	+$15.2M	18	0.99%	Increased
48	UBS AM Chicago, Illinois	$679M	+$83.3M	18	0.69%	Increased
49	Jennison Associates New York	$633M	+$27.5M	8	0.68%	Increased
50	Baupost Group Boston, Massachusetts	$618M	+$410M	1	7.28%	Increased