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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	Legal & General Group London, United Kingdom	$2.45B	+$94.9M	27	1.19%	Increased
27	Charles Schwab San Francisco, California	$2.41B	-$41M	26	1.18%	Reduced
28	Ameriprise Minneapolis, Minnesota	$2.37B	+$366M	22	1.01%	Increased
29	Edgewood Management Greenwich, Connecticut	$2.06B	+$93.3M	3	4.99%	Increased
30	Morgan Stanley New York	$2.02B	-$158M	33	0.45%	Reduced
31	Bank of Montreal Toronto, Ontario, Canada	$1.97B	+$98.4M	30	1.79%	Increased
32	Franklin Resources San Mateo, California	$1.87B	-$68.1M	12	0.97%	Reduced
33	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.86B	+$6.35M	10	1.31%	Increased
34	American Century Companies Kansas City, Missouri	$1.85B	+$33.9M	18	1.76%	Increased
35	Wells Fargo San Francisco, California	$1.84B	-$54.2M	33	0.54%	Reduced
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.78B	-$180M	29	1.35%	Reduced
37	UBS AM Chicago, Illinois	$1.62B	+$1.6M	20	0.99%	Increased
38	Platinum Equity Advisors Beverly Hills, California	$1.6B	$0	1	73.83%	Maintained
39	Centersquare Investment Management Conshohocken, Pennsylvania	$1.4B	+$116M	6	20.62%	Increased
40	AllianceBernstein Nashville, Tennessee	$1.38B	+$88.6M	26	0.81%	Increased
41	Boston Partners Boston, Massachusetts	$1.35B	-$142M	5	2.48%	Reduced
42	TD Asset Management Toronto, Ontario, Canada	$1.33B	+$65.1M	13	1.9%	Increased
43	Fidelity International Hamilton, Bermuda	$1.31B	-$165M	11	1.77%	Reduced
44	Pictet Asset Management (UK) London, United Kingdom	$1.3B	-$91.9M	14	2.23%	Reduced
45	Neuberger Berman Group New York	$1.27B	+$80.9M	18	1.58%	Increased
46	STT Singapore Technologies Telemedia Singapore	$1.26B	$0	1	100%	Maintained
47	PGGM Investments Zeist, Netherlands	$1.23B	+$111M	6	7.12%	Increased
48	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.19B	+$38.8M	22	1.11%	Increased
49	ClearBridge Investments New York	$1.15B	+$22.1M	13	1.03%	Increased
50	Swiss National Bank Zurich, Switzerland	$1.02B	+$24.2M	21	0.87%	Increased