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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	Charles Schwab San Francisco, California	$1.97B	+$52.1M	23	1.16%	Increased
27	Wells Fargo San Francisco, California	$1.94B	-$76.8M	30	0.55%	Reduced
28	Morgan Stanley New York	$1.91B	+$144M	34	0.5%	Increased
29	Legal & General Group London, United Kingdom	$1.89B	+$19.9M	26	1%	Increased
30	Boston Partners Boston, Massachusetts	$1.83B	-$91.1M	6	2.48%	Reduced
31	Franklin Resources San Mateo, California	$1.79B	-$29.6M	12	0.97%	Reduced
32	Massachusetts Financial Services Boston, Massachusetts	$1.77B	+$11.3M	5	0.71%	Increased
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.57B	-$316M	30	1.09%	Reduced
34	Daiwa Securities Group Tokyo, Japan	$1.54B	-$187M	9	13.04%	Reduced
35	Ameriprise Minneapolis, Minnesota	$1.47B	+$163M	22	0.66%	Increased
36	American Century Companies Kansas City, Missouri	$1.45B	+$82.9M	11	1.46%	Increased
37	Fidelity International Hamilton, Bermuda	$1.36B	-$3.69M	9	2.06%	Reduced
38	Lazard Asset Management New York	$1.34B	-$56.6M	12	2.2%	Reduced
39	Centersquare Investment Management Conshohocken, Pennsylvania	$1.23B	+$68.1M	6	16.07%	Increased
40	UBS AM Chicago, Illinois	$1.22B	+$66.8M	23	0.82%	Increased
41	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.06B	+$106M	21	1.19%	Increased
42	Neuberger Berman Group New York	$1.04B	+$7.99M	14	1.27%	Increased
43	Citadel Advisors Miami, Florida	$993M	+$225M	25	0.47%	Increased
44	AllianceBernstein Nashville, Tennessee	$991M	+$23.7M	21	0.62%	Increased
45	1832 Asset Management Toronto, Ontario, Canada	$948M	+$59M	5	3.02%	Increased
46	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$941M	+$102M	10	0.82%	Increased
47	Pictet Asset Management (UK) London, United Kingdom	$907M	+$124M	11	1.91%	Increased
48	TD Asset Management Toronto, Ontario, Canada	$894M	-$313M	12	1.37%	Reduced
49	Victory Capital Management San Antonio, Texas	$894M	+$158M	23	1.15%	Increased
50	Janus Henderson Group London,	$868M	+$5.76M	13	0.47%	Increased