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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	Bank of Montreal Toronto, Ontario, Canada	$2.96B	+$134M	31	1.93%	Increased
27	Capital Research Global Investors Los Angeles, California	$2.83B	+$47M	3	0.69%	Increased
28	Ameriprise Minneapolis, Minnesota	$2.68B	-$176M	25	0.89%	Reduced
29	Goldman Sachs New York	$2.6B	-$70.3M	32	0.66%	Reduced
30	Charles Schwab San Francisco, California	$2.59B	-$434M	25	0.95%	Reduced
31	Wells Fargo San Francisco, California	$2.46B	-$50.5M	38	0.55%	Reduced
32	UBS AM Chicago, Illinois	$2.21B	+$99.5M	24	0.98%	Increased
33	American Century Companies Kansas City, Missouri	$2.2B	+$209M	22	1.62%	Increased
34	Franklin Resources San Mateo, California	$2.04B	+$14.9M	13	0.83%	Increased
35	Neuberger Berman Group New York	$2.02B	+$167M	20	1.93%	Increased
36	Edgewood Management Greenwich, Connecticut	$2.01B	-$23.6M	3	3.97%	Reduced
37	Boston Partners Boston, Massachusetts	$2.01B	+$274M	7	2.69%	Increased
38	AllianceBernstein Nashville, Tennessee	$1.97B	+$315M	25	0.86%	Increased
39	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.78B	+$169M	25	1.54%	Increased
40	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.74B	+$57.8M	31	0.93%	Increased
41	TD Asset Management Toronto, Ontario, Canada	$1.69B	+$13.2M	9	1.89%	Increased
42	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.65B	-$57.8M	13	1.03%	Reduced
43	PGGM Investments Zeist, Netherlands	$1.57B	+$3.32M	6	6.8%	Increased
44	Fidelity International Hamilton, Bermuda	$1.57B	-$331M	11	1.78%	Reduced
45	Centersquare Investment Management Conshohocken, Pennsylvania	$1.52B	+$113M	5	17.7%	Increased
46	Daiwa Securities Group Tokyo, Japan	$1.48B	+$83.2M	11	11.02%	Increased
47	Janus Henderson Group London,	$1.39B	-$136M	19	0.64%	Reduced
48	ClearBridge Investments New York	$1.39B	+$61.3M	10	1.04%	Increased
49	Amundi Asset Management US Boston, Massachusetts	$1.32B	+$365M	16	1.01%	Increased
50	STT Singapore Technologies Telemedia Singapore	$1.28B	$0	1	100%	Maintained