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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	$2.69B	+$59M	27	1.2%	Increased
27	Charles Schwab San Francisco, California	$2.59B	-$21.9M	25	1.19%	Reduced
28	Ameriprise Minneapolis, Minnesota	$2.5B	-$73.7M	21	1.02%	Reduced
29	Edgewood Management Greenwich, Connecticut	$2.25B	+$15.6M	3	4.95%	Increased
30	Morgan Stanley New York	$2.23B	+$113M	35	0.43%	Increased
31	Bank of Montreal Toronto, Ontario, Canada	$2.11B	+$41.3M	29	1.76%	Increased
32	Wells Fargo San Francisco, California	$1.97B	-$2.1M	35	0.54%	Reduced
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.88B	-$19.9M	30	1.29%	Reduced
34	Franklin Resources San Mateo, California	$1.87B	-$65M	14	0.91%	Reduced
35	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.83B	-$147M	10	1.23%	Reduced
36	American Century Companies Kansas City, Missouri	$1.81B	-$140M	19	1.6%	Reduced
37	UBS AM Chicago, Illinois	$1.8B	+$54.8M	20	0.97%	Increased
38	Daiwa Securities Group Tokyo, Japan	$1.66B	-$150M	10	15.05%	Reduced
39	Platinum Equity Advisors Beverly Hills, California	$1.65B	-$360M	1	75.6%	Reduced
40	GQG Partners Ft. Lauderdale, Florida	$1.52B	+$406M	3	5.2%	Increased
41	Boston Partners Boston, Massachusetts	$1.46B	-$77.8M	6	2.66%	Reduced
42	Centersquare Investment Management Conshohocken, Pennsylvania	$1.44B	-$46.4M	6	21.45%	Reduced
43	PGGM Investments Zeist, Netherlands	$1.41B	+$113M	6	7.38%	Increased
44	AllianceBernstein Nashville, Tennessee	$1.4B	-$101M	26	0.75%	Reduced
45	Pictet Asset Management (UK) London, United Kingdom	$1.4B	+$24M	19	2.19%	Increased
46	Neuberger Berman Group New York	$1.38B	+$45.9M	17	1.64%	Increased
47	ClearBridge Investments New York	$1.3B	+$27.9M	8	1.11%	Increased
48	STT Singapore Technologies Telemedia Singapore	$1.3B	$0	1	100%	Maintained
49	Fidelity International Hamilton, Bermuda	$1.28B	-$48M	11	1.59%	Reduced
50	TD Asset Management Toronto, Ontario, Canada	$1.28B	-$91.9M	11	1.77%	Reduced