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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	$3.52B	-$339M	29	1.71%	Reduced
27	Charles Schwab San Francisco, California	$3.29B	-$13.4M	26	0.99%	Reduced
28	Goldman Sachs New York	$3.27B	-$174M	37	0.69%	Reduced
29	UBS AM Chicago, Illinois	$2.8B	-$68.4M	24	1.2%	Reduced
30	Franklin Resources San Mateo, California	$2.65B	+$123M	17	1.06%	Increased
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.57B	-$104M	30	1.2%	Reduced
32	TD Asset Management Toronto, Ontario, Canada	$2.53B	+$89.9M	11	2.31%	Increased
33	AllianceBernstein Nashville, Tennessee	$2.45B	+$32.8M	24	0.94%	Increased
34	Capital Research Global Investors Los Angeles, California	$2.31B	-$113M	4	0.57%	Reduced
35	Fidelity International Hamilton, Bermuda	$2.25B	-$154M	7	2.31%	Reduced
36	Wells Fargo San Francisco, California	$2.24B	+$83.2M	39	0.57%	Increased
37	Ameriprise Minneapolis, Minnesota	$2.21B	+$59.8M	27	0.65%	Increased
38	ClearBridge Investments New York	$2.19B	+$143M	8	1.64%	Increased
39	Neuberger Berman Group New York	$2.18B	-$190M	19	1.85%	Reduced
40	American Century Companies Kansas City, Missouri	$2.03B	-$251M	21	1.39%	Reduced
41	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.03B	+$281M	12	1.35%	Increased
42	Macquarie Group Sydney, NSW 2000, Australia	$2.03B	+$376M	25	1.54%	Increased
43	Centersquare Investment Management Conshohocken, Pennsylvania	$1.98B	+$116M	6	18.3%	Increased
44	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.95B	-$163M	21	2.21%	Reduced
45	Amundi Paris, France	$1.77B	+$44.4M	15	1.2%	Increased
46	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.75B	+$44M	14	2.35%	Increased
47	Resolution Capital Sydney, NSW, Australia	$1.74B	-$73.1M	3	20.47%	Reduced
48	Boston Partners Boston, Massachusetts	$1.72B	-$376M	7	2.08%	Reduced
49	Swiss National Bank Zurich, Switzerland	$1.63B	+$167M	26	0.92%	Increased
50	Parametric Portfolio Associates Seattle, Washington	$1.63B	+$39.9M	29	0.86%	Increased