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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	$3.87B	+$201M	30	1.26%	Increased
27	Goldman Sachs New York	$3.06B	+$326M	33	0.65%	Increased
28	Charles Schwab San Francisco, California	$2.94B	+$21.9M	26	0.96%	Increased
29	Wells Fargo San Francisco, California	$2.71B	+$138M	40	0.6%	Increased
30	Capital Research Global Investors Los Angeles, California	$2.64B	-$143M	4	0.62%	Reduced
31	UBS AM Chicago, Illinois	$2.51B	+$166M	26	1.04%	Increased
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.46B	+$222M	31	1.17%	Increased
33	AllianceBernstein Nashville, Tennessee	$2.41B	+$50.9M	25	0.95%	Increased
34	Neuberger Berman Group New York	$2.39B	-$190M	20	2.09%	Reduced
35	Franklin Resources San Mateo, California	$2.37B	-$451K	17	0.89%	Reduced
36	ClearBridge Investments New York	$2.25B	+$568M	9	1.61%	Increased
37	TD Asset Management Toronto, Ontario, Canada	$2.22B	+$24.4M	11	2.3%	Increased
38	Boston Partners Boston, Massachusetts	$2.21B	+$834K	7	2.8%	Increased
39	American Century Companies Kansas City, Missouri	$2.15B	-$337M	23	1.47%	Reduced
40	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$2.06B	+$21.6M	24	1.69%	Increased
41	Fidelity International Hamilton, Bermuda	$2.03B	+$412M	7	2.26%	Increased
42	Ameriprise Minneapolis, Minnesota	$2.02B	-$494M	28	0.65%	Reduced
43	Edgewood Management Greenwich, Connecticut	$2.02B	+$1.5M	3	3.39%	Increased
44	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.98B	+$2.09B	19	2.18%	New
45	Macquarie Group Sydney, NSW 2000, Australia	$1.72B	+$269M	27	1.46%	Increased
46	Centersquare Investment Management Conshohocken, Pennsylvania	$1.71B	-$46.6M	5	17.55%	Reduced
47	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.7B	+$373M	14	1.93%	Increased
48	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.66B	-$97.3M	13	1.04%	Reduced
49	Janus Henderson Group London,	$1.54B	-$40.2M	23	0.67%	Reduced
50	Daiwa Securities Group Tokyo, Japan	$1.53B	-$184M	12	10.05%	Reduced