← 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	Bank of Montreal Toronto, Ontario, Canada	$4.11B	-$843M	29	2.18%	Reduced
27	Goldman Sachs New York	$3.77B	+$238M	36	0.75%	Increased
28	Charles Schwab San Francisco, California	$3.63B	+$119M	27	1.07%	Increased
29	UBS AM Chicago, Illinois	$3.17B	+$125M	27	1.21%	Increased
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.93B	-$39.2M	33	1.32%	Reduced
31	Capital Research Global Investors Los Angeles, California	$2.79B	-$293M	4	0.62%	Reduced
32	Franklin Resources San Mateo, California	$2.72B	+$82.2M	18	0.98%	Increased
33	AllianceBernstein Nashville, Tennessee	$2.7B	+$181K	25	0.95%	Increased
34	Neuberger Berman Group New York	$2.65B	-$86.1M	21	2.08%	Reduced
35	TD Asset Management Toronto, Ontario, Canada	$2.63B	+$123M	10	2.2%	Increased
36	DZ Bank Frankfurt Am Main, Germany	$2.61B	+$1.32B	10	1.85%	Increased
37	Fidelity International Hamilton, Bermuda	$2.58B	+$321M	8	2.65%	Increased
38	Ameriprise Minneapolis, Minnesota	$2.49B	+$159M	27	0.69%	Increased
39	American Century Companies Kansas City, Missouri	$2.47B	+$41.5M	23	1.56%	Increased
40	ClearBridge Investments New York	$2.42B	-$37.4M	9	1.65%	Reduced
41	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$2.42B	+$191M	22	2.41%	Increased
42	Wells Fargo San Francisco, California	$2.4B	-$704M	40	0.6%	Reduced
43	Boston Partners Boston, Massachusetts	$2.32B	-$162M	6	2.79%	Reduced
44	Edgewood Management Greenwich, Connecticut	$2.15B	-$9.02M	3	3.53%	Reduced
45	Centersquare Investment Management Conshohocken, Pennsylvania	$2.06B	-$32.8M	7	18.65%	Reduced
46	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.96B	+$56M	15	2.09%	Increased
47	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.93B	-$56.3M	13	1.17%	Reduced
48	Resolution Capital Sydney, NSW, Australia	$1.92B	+$37M	4	21.84%	Increased
49	Macquarie Group Sydney, NSW 2000, Australia	$1.76B	-$136M	27	1.47%	Reduced
50	Parametric Portfolio Associates Seattle, Washington	$1.75B	+$75.8M	30	0.9%	Increased