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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	Morgan Stanley New York	$2.02B	+$40.3M	33	0.47%	Increased
27	Massachusetts Financial Services Boston, Massachusetts	$2B	+$17.8M	6	0.75%	Increased
28	Capital International Investors Los Angeles, California	$2B	-$15.2M	4	0.68%	Reduced
29	Edgewood Management Greenwich, Connecticut	$1.99B	-$153M	3	5.95%	Reduced
30	Wells Fargo San Francisco, California	$1.97B	-$132M	30	0.53%	Reduced
31	Franklin Resources San Mateo, California	$1.92B	-$65.9M	12	1.01%	Reduced
32	Boston Partners Boston, Massachusetts	$1.8B	-$265M	6	2.39%	Reduced
33	Ameriprise Minneapolis, Minnesota	$1.8B	+$256M	23	0.75%	Increased
34	Daiwa Securities Group Tokyo, Japan	$1.71B	+$193M	10	14.15%	Increased
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.65B	+$44.1M	29	1.08%	Increased
36	American Century Companies Kansas City, Missouri	$1.61B	+$609K	14	1.53%	Increased
37	Fidelity International Hamilton, Bermuda	$1.4B	-$60.3M	10	1.94%	Reduced
38	Citadel Advisors Miami, Florida	$1.37B	+$289M	25	0.59%	Increased
39	Centersquare Investment Management Conshohocken, Pennsylvania	$1.32B	+$109M	6	16.94%	Increased
40	UBS AM Chicago, Illinois	$1.26B	-$88.9K	20	0.77%	Reduced
41	Neuberger Berman Group New York	$1.15B	+$39.7M	15	1.34%	Increased
42	Capital Research Global Investors Los Angeles, California	$1.13B	+$590M	4	0.34%	Increased
43	Lazard Asset Management New York	$1.12B	-$234M	15	1.6%	Reduced
44	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.06B	-$67.8M	21	1.11%	Reduced
45	TD Asset Management Toronto, Ontario, Canada	$1.04B	+$73M	13	1.51%	Increased
46	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.03B	+$63.6M	10	0.81%	Increased
47	Primecap Management Pasadena, California	$992M	-$1.43M	2	0.72%	Reduced
48	AllianceBernstein Nashville, Tennessee	$979M	-$82.4M	22	0.56%	Reduced
49	Victory Capital Management San Antonio, Texas	$979M	-$19.1M	21	1.19%	Reduced
50	PGGM Investments Zeist, Netherlands	$979M	+$155M	3	5.53%	Increased