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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	$1.6B	+$49.6M	5	1.97%	Increased
27	Morgan Stanley New York	$1.53B	+$64.5M	28	0.46%	Increased
28	Ameriprise Minneapolis, Minnesota	$1.41B	+$195M	19	0.67%	Increased
29	Janus Henderson Group London,	$1.34B	+$41.3M	12	0.86%	Increased
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.18B	-$158M	28	0.81%	Reduced
31	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$1.18B	+$94.4M	5	13.01%	Increased
32	Legal & General Group London, United Kingdom	$1.14B	+$70.5M	23	0.86%	Increased
33	Charles Schwab San Francisco, California	$1.07B	+$109M	19	0.94%	Increased
34	AllianceBernstein Nashville, Tennessee	$1B	+$26.4M	18	0.75%	Increased
35	TD Asset Management Toronto, Ontario, Canada	$999M	-$5.54M	8	1.5%	Reduced
36	Massachusetts Financial Services Boston, Massachusetts	$956M	+$135M	4	0.42%	Increased
37	Capital International Investors Los Angeles, California	$946M	+$11.5M	3	1.13%	Increased
38	American Century Companies Kansas City, Missouri	$907M	+$153M	12	0.92%	Increased
39	Neuberger Berman Group New York	$900M	-$8.64M	13	1.13%	Reduced
40	TIAA CREF Investment Management New York	$890M	-$24.9M	21	0.61%	Reduced
41	Primecap Management Pasadena, California	$875M	+$6.98M	1	0.72%	Increased
42	PGGM Investments Zeist, Netherlands	$834M	-$29.7M	6	4.11%	Reduced
43	Edgewood Management Greenwich, Connecticut	$831M	+$8.17M	1	3.82%	Increased
44	UBS AM Chicago, Illinois	$802M	+$1.91M	18	0.73%	Increased
45	Victory Capital Management San Antonio, Texas	$726M	+$34.1M	16	1.63%	Increased
46	Jennison Associates New York	$706M	-$10.3M	8	0.72%	Reduced
47	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$701M	+$21.3M	22	0.84%	Increased
48	Swiss National Bank Zurich, Switzerland	$687M	+$26.8M	16	0.78%	Increased
49	First Manhattan New York	$679M	-$4.13M	11	3.89%	Reduced
50	Teachers Advisors New York	$670M	-$78.7M	19	0.91%	Reduced