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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	$3.62B	+$175M	30	1.21%	Increased
27	Charles Schwab San Francisco, California	$2.91B	+$30.7M	25	0.97%	Increased
28	Capital Research Global Investors Los Angeles, California	$2.83B	-$338M	4	0.66%	Reduced
29	Goldman Sachs New York	$2.73B	-$137M	32	0.61%	Reduced
30	Ameriprise Minneapolis, Minnesota	$2.59B	-$323M	26	0.8%	Reduced
31	American Century Companies Kansas City, Missouri	$2.55B	+$38.5M	22	1.74%	Increased
32	Wells Fargo San Francisco, California	$2.47B	-$184M	39	0.54%	Reduced
33	Neuberger Berman Group New York	$2.45B	+$236M	21	2.14%	Increased
34	UBS AM Chicago, Illinois	$2.33B	-$127M	26	1%	Reduced
35	AllianceBernstein Nashville, Tennessee	$2.32B	+$199M	26	0.93%	Increased
36	TD Asset Management Toronto, Ontario, Canada	$2.22B	+$147M	12	2.26%	Increased
37	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.21B	+$266M	32	1.07%	Increased
38	Boston Partners Boston, Massachusetts	$2.2B	+$45.7K	7	2.81%	Increased
39	Franklin Resources San Mateo, California	$2.17B	-$71.2M	14	0.83%	Reduced
40	Edgewood Management Greenwich, Connecticut	$2.05B	-$298M	3	3.46%	Reduced
41	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.92B	-$74.5M	28	1.56%	Reduced
42	PGGM Investments Zeist, Netherlands	$1.83B	+$81.4M	7	7.75%	Increased
43	Pictet Asset Management (UK) London, United Kingdom	$1.77B	+$396M	21	1.93%	Increased
44	Centersquare Investment Management Conshohocken, Pennsylvania	$1.74B	+$19.4M	5	17.71%	Increased
45	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.73B	-$129M	14	1.02%	Reduced
46	ClearBridge Investments New York	$1.72B	+$77.1M	9	1.19%	Increased
47	Daiwa Securities Group Tokyo, Japan	$1.68B	+$15.6M	12	11.31%	Increased
48	Platinum Equity Advisors Beverly Hills, California	$1.63B	$0	1	41.75%	Maintained
49	Fidelity International Hamilton, Bermuda	$1.59B	-$128M	8	1.71%	Reduced
50	Janus Henderson Group London,	$1.56B	+$51.1M	18	0.67%	Increased