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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	Daiwa Securities Group Tokyo, Japan	$1.66B	+$68.8M	10	14.52%	Increased
27	Capital International Investors Los Angeles, California	$1.64B	+$380M	4	0.71%	Increased
28	Charles Schwab San Francisco, California	$1.64B	+$111M	23	1.05%	Increased
29	Edgewood Management Greenwich, Connecticut	$1.63B	+$270M	1	5.71%	Increased
30	Morgan Stanley New York	$1.63B	-$42.6M	33	0.46%	Reduced
31	Massachusetts Financial Services Boston, Massachusetts	$1.61B	+$228M	5	0.68%	Increased
32	Legal & General Group London, United Kingdom	$1.57B	+$234M	27	0.9%	Increased
33	Bank of Montreal Toronto, Ontario, Canada	$1.47B	-$85.7M	29	1.26%	Reduced
34	Lazard Asset Management New York	$1.38B	-$72.7M	7	2.26%	Reduced
35	Fidelity International Hamilton, Bermuda	$1.14B	+$86.8M	8	1.79%	Increased
36	American Century Companies Kansas City, Missouri	$1.14B	+$81.7M	10	1.16%	Increased
37	Ameriprise Minneapolis, Minnesota	$1.13B	-$235M	22	0.52%	Reduced
38	TD Asset Management Toronto, Ontario, Canada	$1.08B	+$24.6M	13	1.66%	Increased
39	Centersquare Investment Management Conshohocken, Pennsylvania	$959M	-$119M	7	13.71%	Reduced
40	Neuberger Berman Group New York	$958M	-$128M	13	1.17%	Reduced
41	Teachers Advisors New York	$946M	+$45.7M	21	1.16%	Increased
42	UBS AM Chicago, Illinois	$938M	-$10.1M	21	0.7%	Reduced
43	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$930M	+$85.9M	14	1.79%	Increased
44	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$887M	+$108M	20	0.96%	Increased
45	AllianceBernstein Nashville, Tennessee	$878M	+$72.3M	21	0.57%	Increased
46	TIAA CREF Investment Management New York	$855M	+$76.9M	22	0.61%	Increased
47	Primecap Management Pasadena, California	$821M	+$3.57M	3	0.6%	Increased
48	PGGM Investments Zeist, Netherlands	$767M	-$201M	3	3.91%	Reduced
49	OppenheimerFunds New York	$762M	-$48.9M	14	0.95%	Reduced
50	1832 Asset Management Toronto, Ontario, Canada	$744M	+$7.97M	5	2.53%	Increased