← All themes

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	$2.86B	+$104M	25	1.14%	Increased
27	Capital Research Global Investors Los Angeles, California	$2.81B	+$141M	3	0.73%	Increased
28	Ameriprise Minneapolis, Minnesota	$2.66B	-$76M	22	0.94%	Reduced
29	Goldman Sachs New York	$2.63B	-$470M	33	0.68%	Reduced
30	Bank of Montreal Toronto, Ontario, Canada	$2.42B	+$78.6M	32	1.6%	Increased
31	Wells Fargo San Francisco, California	$2.36B	+$70.7M	37	0.57%	Increased
32	Edgewood Management Greenwich, Connecticut	$2.13B	+$20.2M	3	4.23%	Increased
33	UBS AM Chicago, Illinois	$2.01B	+$169M	22	0.94%	Increased
34	American Century Companies Kansas City, Missouri	$1.96B	+$40.6M	19	1.53%	Increased
35	Franklin Resources San Mateo, California	$1.96B	-$186M	13	0.83%	Reduced
36	Fidelity International Hamilton, Bermuda	$1.81B	+$191M	12	2.23%	Increased
37	Neuberger Berman Group New York	$1.78B	+$217M	19	1.84%	Increased
38	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.68B	-$160M	11	1.08%	Reduced
39	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.62B	-$295M	29	0.99%	Reduced
40	TD Asset Management Toronto, Ontario, Canada	$1.58B	+$45.4M	11	1.92%	Increased
41	Boston Partners Boston, Massachusetts	$1.57B	-$180M	6	2.45%	Reduced
42	AllianceBernstein Nashville, Tennessee	$1.57B	-$55.1M	26	0.74%	Reduced
43	PGGM Investments Zeist, Netherlands	$1.5B	+$95.9M	7	6.96%	Increased
44	STT Singapore Technologies Telemedia Singapore	$1.48B	$0	1	100%	Maintained
45	Janus Henderson Group London,	$1.48B	+$62.3M	15	0.69%	Increased
46	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.46B	-$242M	25	1.34%	Reduced
47	Platinum Equity Advisors Beverly Hills, California	$1.44B	-$331M	1	64.2%	Reduced
48	Daiwa Securities Group Tokyo, Japan	$1.41B	-$218M	12	10.91%	Reduced
49	Centersquare Investment Management Conshohocken, Pennsylvania	$1.39B	-$1.1M	5	18.07%	Reduced
50	ClearBridge Investments New York	$1.35B	+$17M	9	1.04%	Increased