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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	$2.87B	+$104M	27	1.33%	Increased
27	Charles Schwab San Francisco, California	$2.67B	-$11.2M	28	0.93%	Reduced
28	Goldman Sachs New York	$2.56B	-$140M	35	0.64%	Reduced
29	Franklin Resources San Mateo, California	$2.19B	+$68.4M	17	1.08%	Increased
30	AllianceBernstein Nashville, Tennessee	$2.18B	+$256M	24	0.99%	Increased
31	Capital Research Global Investors Los Angeles, California	$2.06B	+$78.1M	5	0.64%	Increased
32	UBS AM Chicago, Illinois	$2.04B	-$247M	25	1.07%	Reduced
33	American Century Companies Kansas City, Missouri	$2.01B	+$320M	23	1.64%	Increased
34	TD Asset Management Toronto, Ontario, Canada	$1.96B	-$62.6M	12	2.27%	Reduced
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.89B	-$194M	34	1.05%	Reduced
36	Fidelity International Hamilton, Bermuda	$1.88B	+$93.9M	8	2.24%	Increased
37	ClearBridge Investments New York	$1.82B	+$16.7M	8	1.69%	Increased
38	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.81B	+$138M	18	2.51%	Increased
39	Ameriprise Minneapolis, Minnesota	$1.77B	-$108M	26	0.62%	Reduced
40	Neuberger Berman Group New York	$1.74B	-$47.7M	18	1.75%	Reduced
41	Centersquare Investment Management Conshohocken, Pennsylvania	$1.7B	+$104M	7	17.51%	Increased
42	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.66B	+$7.81M	10	1.27%	Increased
43	Wells Fargo San Francisco, California	$1.64B	-$209M	42	0.51%	Reduced
44	Macquarie Group Sydney, NSW 2000, Australia	$1.54B	-$116M	25	1.73%	Reduced
45	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.54B	+$27.7M	13	2.55%	Increased
46	Amundi Paris, France	$1.44B	+$38.3M	16	1.16%	Increased
47	Boston Partners Boston, Massachusetts	$1.44B	+$62M	7	2.01%	Increased
48	Daiwa Securities Group Tokyo, Japan	$1.34B	+$217M	9	10.24%	Increased
49	Swiss National Bank Zurich, Switzerland	$1.33B	+$1.47M	26	0.9%	Increased
50	1832 Asset Management Toronto, Ontario, Canada	$1.24B	-$11.3M	8	2.17%	Reduced