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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	Capital International Investors Los Angeles, California	$1.83B	+$136M	6	0.73%	Increased
27	Charles Schwab San Francisco, California	$1.81B	+$72.8M	22	1.1%	Increased
28	Legal & General Group London, United Kingdom	$1.75B	+$87.5M	26	0.94%	Increased
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.74B	-$69.9M	32	1.02%	Reduced
30	Massachusetts Financial Services Boston, Massachusetts	$1.72B	+$33.8M	5	0.7%	Increased
31	Franklin Resources San Mateo, California	$1.71B	-$157M	12	0.91%	Reduced
32	Morgan Stanley New York	$1.65B	-$38M	34	0.44%	Reduced
33	Daiwa Securities Group Tokyo, Japan	$1.53B	-$253M	9	13.56%	Reduced
34	Bank of Montreal Toronto, Ontario, Canada	$1.52B	+$772K	30	1.28%	Increased
35	Lazard Asset Management New York	$1.36B	-$104M	8	2.2%	Reduced
36	American Century Companies Kansas City, Missouri	$1.29B	+$71.8M	12	1.28%	Increased
37	Fidelity International Hamilton, Bermuda	$1.24B	+$60.1M	9	1.86%	Increased
38	Ameriprise Minneapolis, Minnesota	$1.22B	+$36.3M	21	0.55%	Increased
39	TD Asset Management Toronto, Ontario, Canada	$1.11B	-$11.8M	13	1.66%	Reduced
40	UBS AM Chicago, Illinois	$1.07B	+$81.4M	23	0.76%	Increased
41	Centersquare Investment Management Conshohocken, Pennsylvania	$1.02B	-$11.2M	6	14.42%	Reduced
42	Neuberger Berman Group New York	$964M	-$41.7M	14	1.15%	Reduced
43	AllianceBernstein Nashville, Tennessee	$912M	-$23.5M	20	0.57%	Reduced
44	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$857M	-$63.3M	21	1%	Reduced
45	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$841M	-$118M	14	1.7%	Reduced
46	ClearBridge Investments New York	$812M	+$11.6M	10	0.7%	Increased
47	AQR Capital Management Greenwich, Connecticut	$786M	+$101M	18	0.88%	Increased
48	1832 Asset Management Toronto, Ontario, Canada	$783M	+$9.49M	5	2.53%	Increased
49	Janus Henderson Group London,	$780M	+$37.5M	14	0.42%	Increased
50	Primecap Management Pasadena, California	$776M	-$8.65M	2	0.57%	Reduced