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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	Wells Fargo San Francisco, California	$1.46B	+$33.9M	25	0.47%	Increased
27	Morgan Stanley New York	$1.4B	+$47.7M	28	0.42%	Increased
28	Janus Henderson Group London,	$1.28B	+$1.1B	12	0.87%	Increased
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.28B	-$60.7M	27	0.91%	Reduced
30	Ameriprise Minneapolis, Minnesota	$1.16B	+$52.7M	20	0.58%	Increased
31	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$1.02B	-$68M	5	10.74%	Reduced
32	Legal & General Group London, United Kingdom	$1.01B	+$31.5M	23	0.82%	Increased
33	TD Asset Management Toronto, Ontario, Canada	$956M	+$16M	11	1.51%	Increased
34	AllianceBernstein Nashville, Tennessee	$931M	+$33.1M	18	0.72%	Increased
35	Charles Schwab San Francisco, California	$909M	+$47M	19	0.85%	Increased
36	Capital International Investors Los Angeles, California	$874M	+$108M	3	1.17%	Increased
37	Neuberger Berman Group New York	$873M	-$55.8M	13	1.12%	Reduced
38	TIAA CREF Investment Management New York	$867M	+$57.8M	21	0.61%	Increased
39	Primecap Management Pasadena, California	$854M	+$12.3M	1	0.73%	Increased
40	Massachusetts Financial Services Boston, Massachusetts	$823M	+$15.8M	5	0.37%	Increased
41	PGGM Investments Zeist, Netherlands	$811M	+$1.19M	6	4.15%	Increased
42	Edgewood Management Greenwich, Connecticut	$792M	+$38.9M	1	3.88%	Increased
43	UBS AM Chicago, Illinois	$765M	+$44M	18	0.74%	Increased
44	American Century Companies Kansas City, Missouri	$717M	-$95.9M	13	0.74%	Reduced
45	Teachers Advisors New York	$714M	-$14.9M	19	1%	Reduced
46	Jennison Associates New York	$687M	+$29.9M	9	0.73%	Increased
47	Capital Research Global Investors Los Angeles, California	$683M	-$111M	2	0.21%	Reduced
48	Baupost Group Boston, Massachusetts	$675M	$0	1	7.71%	Maintained
49	First Manhattan New York	$649M	+$13.5M	10	3.78%	Increased
50	Victory Capital Management San Antonio, Texas	$647M	+$26.9M	15	1.51%	Increased