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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	$1.9B	+$28.6M	33	0.51%	Increased
27	Massachusetts Financial Services Boston, Massachusetts	$1.87B	+$173M	6	0.89%	Increased
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.76B	+$173M	27	1.57%	Increased
29	Ameriprise Minneapolis, Minnesota	$1.75B	+$121M	22	0.92%	Increased
30	Edgewood Management Greenwich, Connecticut	$1.75B	-$365M	3	5.81%	Reduced
31	Capital Research Global Investors Los Angeles, California	$1.68B	+$397M	3	0.66%	Increased
32	Wells Fargo San Francisco, California	$1.64B	-$38.4M	33	0.57%	Reduced
33	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.61B	+$700M	10	1.38%	Increased
34	Franklin Resources San Mateo, California	$1.55B	-$111M	12	1.04%	Reduced
35	American Century Companies Kansas City, Missouri	$1.55B	+$1.39M	17	1.85%	Increased
36	Daiwa Securities Group Tokyo, Japan	$1.55B	-$202M	11	16.04%	Reduced
37	UBS AM Chicago, Illinois	$1.45B	+$281M	21	1.04%	Increased
38	Boston Partners Boston, Massachusetts	$1.32B	-$91.2M	6	2.62%	Reduced
39	Fidelity International Hamilton, Bermuda	$1.28B	+$142M	9	2.1%	Increased
40	Pictet Asset Management (UK) London, United Kingdom	$1.23B	+$262M	14	2.64%	Increased
41	Bank of Montreal Toronto, Ontario, Canada	$1.18B	-$131M	27	1.35%	Reduced
42	Centersquare Investment Management Conshohocken, Pennsylvania	$1.13B	-$158M	6	21.41%	Reduced
43	TD Asset Management Toronto, Ontario, Canada	$1.12B	+$378M	13	1.9%	Increased
44	AllianceBernstein Nashville, Tennessee	$1.09B	+$262M	24	0.78%	Increased
45	Neuberger Berman Group New York	$1.05B	+$42.8M	16	1.6%	Increased
46	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.03B	+$221M	22	1.14%	Increased
47	Platinum Equity Advisors Beverly Hills, California	$1.02B	+$1.31B	1	70.86%	New
48	Citadel Advisors Miami, Florida	$1.02B	-$147M	29	0.46%	Reduced
49	PGGM Investments Zeist, Netherlands	$1,000M	+$47.6M	6	7.21%	Increased
50	ClearBridge Investments New York	$951M	+$67.1M	14	1.03%	Increased