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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	$1.45B	-$12.8M	8	2.52%	Reduced
27	Ameriprise Minneapolis, Minnesota	$1.45B	+$30.9M	21	0.64%	Increased
28	Janus Henderson Group London,	$1.39B	-$96.2M	15	0.79%	Reduced
29	T. Rowe Price Associates Baltimore, Maryland	$1.38B	+$9.2M	20	0.21%	Increased
30	Morgan Stanley New York	$1.38B	-$94.3M	33	0.37%	Reduced
31	Boston Partners Boston, Massachusetts	$1.35B	+$54.9M	5	1.62%	Increased
32	Charles Schwab San Francisco, California	$1.29B	+$50.6M	22	0.94%	Increased
33	Capital International Investors Los Angeles, California	$1.28B	+$151M	4	1.45%	Increased
34	Massachusetts Financial Services Boston, Massachusetts	$1.22B	+$1.12M	5	0.52%	Increased
35	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$1.2B	+$6.35M	5	15.72%	Increased
36	Legal & General Group London, United Kingdom	$1.07B	-$21.2M	27	0.83%	Reduced
37	TD Asset Management Toronto, Ontario, Canada	$1.01B	-$876K	12	1.55%	Reduced
38	Neuberger Berman Group New York	$981M	+$127M	14	1.08%	Increased
39	American Century Companies Kansas City, Missouri	$971M	+$131M	15	0.98%	Increased
40	Edgewood Management Greenwich, Connecticut	$968M	+$18.3M	1	3.51%	Increased
41	Centersquare Investment Management Conshohocken, Pennsylvania	$962M	-$39.7M	6	13.56%	Reduced
42	UBS AM Chicago, Illinois	$912M	-$2.52M	20	0.7%	Reduced
43	Fidelity International Hamilton, Bermuda	$904M	+$810M	6	1.36%	Increased
44	Primecap Management Pasadena, California	$853M	+$105M	3	0.63%	Increased
45	TIAA CREF Investment Management New York	$819M	+$6.32M	23	0.55%	Increased
46	PGGM Investments Zeist, Netherlands	$816M	+$18.8M	3	4.47%	Increased
47	Teachers Advisors New York	$795M	+$34.4M	22	0.99%	Increased
48	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$766M	-$32.9M	27	0.84%	Reduced
49	AllianceBernstein Nashville, Tennessee	$750M	-$119M	21	0.52%	Reduced
50	ClearBridge Investments New York	$720M	+$72.6M	9	0.59%	Increased