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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	$1.63B	-$61.9M	3	1.92%	Reduced
27	Morgan Stanley New York	$1.61B	+$47.7M	30	0.44%	Increased
28	Janus Henderson Group London,	$1.52B	+$144M	13	0.93%	Increased
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.52B	+$328M	29	0.97%	Increased
30	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$1.33B	+$144M	5	15.21%	Increased
31	Massachusetts Financial Services Boston, Massachusetts	$1.27B	+$280M	4	0.53%	Increased
32	Charles Schwab San Francisco, California	$1.17B	+$90.6M	20	0.93%	Increased
33	Legal & General Group London, United Kingdom	$1.16B	-$10.9M	24	0.84%	Reduced
34	Ameriprise Minneapolis, Minnesota	$1.12B	-$311M	22	0.51%	Reduced
35	Capital International Investors Los Angeles, California	$1.11B	+$188M	3	1.26%	Increased
36	TD Asset Management Toronto, Ontario, Canada	$1.05B	-$3.23M	10	1.53%	Reduced
37	AllianceBernstein Nashville, Tennessee	$984M	-$44.5M	19	0.7%	Reduced
38	Primecap Management Pasadena, California	$945M	-$5.47M	1	0.72%	Reduced
39	American Century Companies Kansas City, Missouri	$944M	+$19.8M	12	0.94%	Increased
40	TIAA CREF Investment Management New York	$932M	+$13.3M	22	0.61%	Increased
41	Neuberger Berman Group New York	$866M	-$67.5M	14	1%	Reduced
42	UBS AM Chicago, Illinois	$856M	+$35.4M	18	0.73%	Increased
43	Edgewood Management Greenwich, Connecticut	$838M	-$6.55M	1	3.65%	Reduced
44	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$804M	+$70.9M	24	0.87%	Increased
45	PGGM Investments Zeist, Netherlands	$763M	-$68.3M	4	4.27%	Reduced
46	Victory Capital Management San Antonio, Texas	$736M	-$34.1M	16	1.55%	Reduced
47	Teachers Advisors New York	$723M	+$31.3M	21	0.93%	Increased
48	Mackenzie Financial Toronto Ontario, Ontario, Canada	$718M	+$190M	6	1.73%	Increased
49	Beutel, Goodman & Co Toronto, Ontario, Canada	$711M	+$1.21M	2	4.83%	Increased
50	Glenview Capital Management New York	$709M	$0	1	3.83%	Maintained